Transparent Pricing Designed for Growing Businesses
CPA-Guided Bookkeeping & Tax Advisory
Startup Plan
Starting at $325/month
For businesses under $100K revenue
Most Popular
Growth Plan
Starting at $650/month
For growing businesses needing financial guidance
Established Business Plan
Starting at $1,500/month
CFO & Tax Strategy
Custom Pricing
For businesses seeking advanced financial leadership
Tax Planning & Advisory
Proactive tax strategies designed to help you keep more of what you earn.
We help individuals and business owners identify legal tax-saving opportunities before year-end — not after tax season is over.
Individual Tax Planning
Starting at $500/year
Best for:
- NW-2 professionals
- NFamilies with multiple income sources
- N Real estate investors
- NIndividuals with side businesses
Includes:
- NAnnual tax planning session
- NEstimated tax review
- NWithholding analysis
- NRetirement contribution guidance
- NYear-end tax projection
Ideal For:
Clients looking to reduce surprises and improve tax efficiency throughout the year.
Business Tax Strategy
Starting at $1,500/year
Or
Monthly options starting at $149/month
Best for:
- NSelf-employed professionals
- NLLCs & S-Corporations
- NGrowing businesses
- NEntrepreneurs seeking proactive guidance
Includes:
- NQuarterly tax planning meetings
- NTax projections & estimated payments
- NBusiness deduction strategies
- NEntity structure review
- NOwner compensation planning
- NRetirement tax strategies
Ideal For:
Business owners who want strategic tax guidance beyond basic tax filing.
Advanced Tax Advisory
Custom Pricing
Best for:
- NMulti-business owners
- NHigh-income professionals
- NReal estate investors
- NEstablished businesses seeking advanced tax reduction strategies
Includes:
- NAdvanced tax reduction planning
- NMulti-entity strategy
- NCash flow & compensation planning
- NQuarterly strategy sessions
- NOngoing advisor access
- NLong-term wealth & tax planning
Ideal For:
Businesses and individuals seeking a long-term strategic financial partner.
Why Clients Work With Us
- NCPA-Led Guidance
- NCertified Tax Coach Expertise
- NProactive Year-Round Support
- NStrategic Tax Reduction Planning
- NPersonalized Financial Insight
Tax Preparation Services
Professional Tax Preparation With Transparent Pricing
Whether you are filing a simple individual return or managing multiple businesses, our goal is to provide accurate tax preparation, proactive guidance, and a smooth filing experience.
Individual Tax Returns
Basic Tax Returns
Starting at $199
Best for:
- NSingle filers
- NW-2 employees
- NStudents
- NSimple tax situations
Includes:
- NFederal tax return
- NOne state return
- NElectronic filing
- NBasic tax review
Family & Standard Tax Return
Starting at $350
Best for:
- NMarried filing jointly
- NFamilies with dependents
- NMultiple W-2s or 1099s
- NChild tax credits
Includes:
- NFederal & state return
- NDependents & tax credits
- NMultiple income sources
- NElectronic filing
Self-Employed & Small Business Return
Starting at $550
Best for:
- NFreelancers
- NIndependent contractors
- NSole proprietors
- NGig workers
Includes:
- NSchedule C preparation
- NBusiness expense review
- NTax deduction guidance
- NFederal & state filing
Investor & Rental Property Returns
Starting at $750
Best for:
- NRental property owners
- NInvestors
- NClients with multiple income streams
Includes:
- NSchedule E reporting
- NInvestment income reporting
- NMulti-income tax review
- NFederal & state filing
Business Tax Returns LLC & Partnership Returns
Starting at $750
Includes:
- NForm 1065 preparation
- NK-1 preparation
- NFederal filing
- NBasic tax review
S-Corporation Tax Returns
Starting at $950
Includes:
- NForm 1120-S preparation
- NShareholder K-1s
- NFederal filing
- NTax compliance review
Corporate Tax Returns
Starting at $1,250
Includes:
- NForm 1120 preparation
- NCorporate tax filing
- NCompliance review
- NElectronic filing
Nonprofit Tax ReturnsNonprofit Filings
Starting at $400
Includes:
- N990-N or 990-EZ filing
- NAnnual compliance support
- NFiling review
Full Form 990 pricing available upon consultation.
Additional Services
Why Clients Choose Us
- NCPA-Led Tax Preparation
- NCertified Tax Coach Expertise
- NTransparent Pricing
- NYear-Round Support
- NAccurate & Secure Filing
- NTax-Saving Guidance Beyond Filing Season
Nonprofit Accounting & Compliance Services
Affordable Financial Support for Mission-Driven Organizations
We understand that many nonprofits operate with limited budgets while still needing accurate financial reporting and compliance support. Our nonprofit packages are designed to provide professional CPA-guided services with flexible options for organizations at different stages of growth.
Community Impact Package
Starting at $125/month
Best for:
- NSmall nonprofits
- NVolunteer-run organizations
- NCommunity groups
- NChurches & ministries
- NOrganizations under $75K annual revenue
Includes:
- NMonthly bookkeeping
- NBank reconciliations
- NQuarterly financial reports
- NYear-end tax-ready books
- NEmail support
Ideal For:
Organizations seeking affordable ongoing bookkeeping and compliance support.
Nonprofit Growth Package
Starting at $325/month
Best for:
- NGrowing nonprofits
- NOrganizations with grant activity
- NTeams requiring regular reporting
Includes:
- NMonthly bookkeeping
- NMonthly financial statements
- NBudget tracking
- NQuarterly review meetings
- NDonation & expense tracking
- NBasic compliance guidance
Ideal For:
Organizations needing more structured financial oversight and reporting.
Nonprofit Compliance Package
Starting at $400/year
Best for:
- NSmall nonprofits requiring annual filing only
- NAlready have organized books (not source documents or receipts)
Includes:
- N990-N or 990-EZ preparation
- NAnnual filing support
- NBasic compliance review
Full Nonprofit Tax & Reporting Services
Custom Pricing
Best for:
- NLarger nonprofits
- NOrganizations with grants
- NMulti-program operations
- NFull Form 990 filings
Services Available:
- NFull Form 990 preparation
- NFinancial reporting
- NGrant reporting support
- NBudget planning
- NInternal control guidance
- NBoard financial reporting
OPTIONAL ADD-ON SERVICES
WHY NONPROFITS CHOOSE US
- NCPA-Led Financial Support
- NTransparent & Affordable Pricing
- NNonprofit Compliance Experience
- NPersonalized Service
- NMission-Focused Approach
- NYear-Round Financial Guidance
Irs Notice, Resolution & Representation Services
Professional CPA guidance when the IRS sends a notice, assesses a balance, or opens an examination.
START HERE: IRS NOTICE DIAGNOSTIC & RESOLUTION ASSESSMENT — $350
Includes review of up to four IRS notices, key deadlines, issue identification, preliminary strategy, and a 30-minute findings meeting. If you engage NAS for recommended representation within 7 days, the $350 assessment fee is credited toward your representation fee.
PACKAGE 1 — IRS Notice Assistance
Focused help for a straightforward IRS notice when you need a professional response and clear next steps.
Starting at $650
Final fixed fee is confirmed after the $350 diagnostic assessment.
What this package can include:
- NReview and analysis of one primary IRS notice and the related tax period.
- NDocument checklist and explanation of what the IRS is requesting.
- NPreparation of one written IRS response or limited-scope correspondence package.
- NReview of supporting documents provided by the client.
- NOne routine IRS follow-up related to the submitted response.
- NClient update explaining the response filed and what to expect next.
Best fit for:
- NMath or payment-credit notices that require research and a written response.
- NOne limited document-matching or information request.
- NA straightforward penalty or account issue with limited records.
- NClients who need CPA review before responding to the IRS.
Quoted separately when needed:
- NAmended or delinquent tax return preparation.
- NExtensive bookkeeping, reconstruction, or document organization.
- NFormal audit/examination representation, appeals, or collection negotiations.
- NAdditional tax years, unrelated notices, or work beyond the agreed response.
PACKAGE 2 — IRS Resolution & Representation
Hands-on representation for more involved IRS matters, including multiple related notices, balances due, penalties, and cases requiring direct communication with the IRS.
Starting at $1,500
Final fixed fee is confirmed after the $350 diagnostic assessment.
What this package can include:
- NReview of multiple related notices and affected tax periods within the agreed scope.
- NIRS authorization and direct communication when representation is appropriate.
- NTranscript review when needed to understand account history and IRS adjustments.
- NResolution strategy and preparation of agreed written responses or requests.
- NReasonable penalty-abatement analysis when applicable.
- NPayment-plan strategy or collection-resolution guidance when applicable.
- NRoutine IRS follow-up through the defined engagement milestone.
Best fit for:
- NSeveral IRS notices tied to the same underlying issue.
- NBalances due, penalty notices, or repeated collection correspondence.
- NCases where the client wants NAS to communicate with the IRS on their behalf.
- NIssues requiring transcript research and a coordinated resolution strategy.
Quoted separately when needed:
- NOffer in Compromise preparation or extensive financial-disclosure packages.
- NComplex installment agreements requiring Forms 433-A/433-B or significant financial analysis.
- NTax Court matters, litigation, or legal representation.
- NAmended/delinquent returns, bookkeeping cleanup, or third-party professional fees.
- NUnrelated tax years or new IRS issues arising after the original scope.
PACKAGE 3 — IRS Audit & Appeals Defense
Higher-level CPA representation when the IRS is examining a return, disputing deductions or income, or when a formal response strategy is required.
Starting at $2,500
Final fixed fee is confirmed after the $350 diagnostic assessment.
What this package can include:
- NDetailed review of the IRS examination or dispute notice and applicable deadlines.
- NRepresentation authorization and direct communication with the IRS within scope.
- NDocument-request strategy and organization guidance for substantiation.
- NPreparation for correspondence examination responses or audit meetings.
- NCPA representation during agreed examination communications.
- NEvaluation of IRS proposed adjustments and available response options.
- NAppeals strategy and protest preparation when specifically included in the engagement.
Best fit for:
- NCorrespondence examinations and IRS audits.
- NSubstantiation disputes involving deductions, income, credits, or business activity.
- NCases involving proposed changes that may materially increase tax, penalties, or interest.
- NTaxpayers who want a CPA managing the IRS communication and defense strategy.
Quoted separately when needed:
- NTax Court petitions, litigation, or attorney services.
- NForensic accounting, fraud investigations, or criminal tax matters.
- NExtensive records reconstruction or bookkeeping cleanup.
- NAppeals or additional examination years not included in the signed scope.
- NOutside experts, appraisals, legal opinions, or government fees.
How the engagement works
1. Complete the IRS Notice Diagnostic & Resolution Assessment and securely upload all notice pages.
2. NAS reviews the tax periods, deadlines, amounts, records needed, and recommended strategy.
3. You receive a written scope and fixed-fee proposal before representation begins.
4. After engagement and authorization, NAS performs the agreed work and communicates next steps.
WHICH IRS SERVICE PACKAGE FITS YOUR SITUATION?
The diagnostic assessment determines the right scope. This comparison is a guide—not a final quote.
| Feature | Notice Assistance | Resolution & Representation | Audit & Appeals Defense |
|---|---|---|---|
| Starting fee | $650 | $1,500 | $2,500 |
| Typical complexity | Straightforward | Moderate / multi-notice | High / examination |
| Written IRS response | Included | Included | Included |
| Direct IRS representation | Limited / if scoped | Yes, when appropriate | Yes |
| Transcript review | If needed | Commonly included | Commonly included |
| Penalty-abatement analysis | Limited / if scoped | Available in scope | If related to case |
| Audit/exam defense | No | Usually no | Yes |
| Formal appeals work | No | Quoted if needed | Can be included / quoted by scope |
| Amended tax returns | Separate quote | Separate quote | Separate quote |
Registered Agent and Payroll Pricing
$150 per entity per year, paid in advance. Includes receipt of official state correspondence and service of process at the designated Illinois registered office, prompt notice, and secure delivery of copies. Annual reports, formation, change-of-agent filing, legal advice, and general business mail are outside the fee.