Pricing

We are not your typical CPA firm.

We do not believe in hourly billing or other pricing structures that incentivize us to waste time and your hard-earned money. 

Our transparent, flat-rate approach to pricing helps you select the right plan for you and enables us to fulfill our mission of bringing proactive tax planning ideas to our clients. 

 

 

Tax Return Preparation

Small Business Plan

$4,000

Ideal for small businesses or startups with revenues up to $200k

  • 1 Business tax return + 1 state return
  • 1 Personal tax return + 1 state return 
  • Video recording providing a brief explanation of your returns and tax situation

Most Popular

Premium Business Plan

$7,000

Ideal for businesses with revenues up to $500k or individuals looking to scale and build wealth quickly

  • 1 Business tax return + 1 state return
  • 1 Personal tax return + 1 state return
  • Video recording providing a brief explanation of your returns and tax situation 
  • 1 60-minute Zoom planning meeting with account manager a year

    Enterprise Plan

    $10,000+

     Ideal for businesses with revenues over $500k or individuals looking for proactive tax reduction strategies

    • 1 Business tax return + 1 state return
    • 1 Personal tax return + 1 state return
    • Video recording providing a brief explanation of your returns and tax situation 
    • 2 60-minute Zoom planning meeting with account manager a year

      International Tax 

      $5,000+

      Ideal for individuals with assets or business operations outside the U.S.

      • 1 Business tax return + 1 state return
      • 1 Personal tax return + 1 state return 
      • FBAR reporting 
      • 1 foreign entity reporting (e.g., Form 5471, 8865, 8858)

      Additional Add-ons

      K-1s
      $30 per each K-1
      Additional state returns
      $150 per state
      Tax credit planning
      $100 per additional form
      Foreign entity reporting
      $150 per additional form
      Additional owner personal tax return w/ 1 state return
      $2,500

      *We hate messy workpapers. Prices are based on the assumption that your workpapers and tax files are organized and in good working order. We reserve the right to charge additional fees otherwise.

      Bookkeeping

      Small Business Plan

      $100

      per month
      Ideal for small businesses or startups with revenues up to $200k
      • Up to 2 bank accounts, credit cards, sales platforms, payment processor platforms 
      • Quarterly reconciliations of bank accounts, credit cards, and other accounts 
      • Includes 1 business entity 
      • Annual income statement and balance sheet reports

      Premium Business Plan

      $250

      per month

      Ideal for businesses with revenues up to $1M

      • Up to 5 bank accounts, credit cards, sales platforms, payment processor platforms 
      • Monthly reconciliations of bank accounts, credit cards, and other accounts
      • Includes 1 business entity 
      • Quarterly income statement and balance sheet reports

      Enterprise Plan

      $400+

      per month

      Ideal for businesses with revenues over $1M or ecommerce businesses

      • Up to 7 bank accounts, credit cards, sales platforms, payment processor platforms 
      • Monthly reconciliations of bank accounts, credit cards, and other accounts
      • Includes 1 business entity 
      • Quarterly income statement and balance sheet reports

      Each plan is a month-to-month agreement and may be terminated by either party at any time. 

      *We hate messy books. We reserve the right to charge additional fees if your books and records are not organized and in good shape.   

      *Prices are based on the assumption that all transactions run automatically through your business bank accounts and the bank accounts will directly feed into our accounting software.

      Payroll

      $49 per month

      + $5 per person
      • One-time setup fee for new employees of $100 per employee.
      • Pricing includes quarterly and annual payroll filings, W-2 preparation, and 1099 filing for independent contractors. Cost also includes administration of health insurance policies.
      • Additional fees may apply for retirement plan integration or other services.

      Sales Tax

      Sales taxes are a pain and each state has their own laws. These laws get especially tricky for ecommerce businesses who may have nexus in several different states regardless of physical presence.

      For ecommerce owners, we recommend using software such as TaxJar or Taxify that will help you with sales tax calculations, reporting, and filing. These platforms will integrate with Amazon or your POS software (such as Square, Shopify, PayPal) to help manage your sales tax tracking for you.

      Our clients in the retail, manufacturing, or professional services industries commonly use Avalara to handle their sales tax reporting.

      Have Questions? Email us at info@winsmithtax.com.