For assistance with business plans, contact Small Business Administration.

OTHER SERVICES

  • QuickBooks Training - $120 per hr
  • Tax Planning or Business Consultations - $75 flat fee for 30 mins, $120/hr after, billed in 5 min increments.
  • Business start-up & EIN application - no charge
    • ​Reimbursement is requested if we pay for any application fees from WI Dept of Financial Institutions or WI Dept of Revenue

Call now to find out how: 608-930-7500

TAX PREPARATION

All preparation fees include 1 state return.

Additional state returns are $20 each.

  • Individual - including small businesses, investments, rental properties, farms, depreciation, and multiple states
    • Form 1040 - starts at $110, some forms additional; average cost is $120
  • Partnership - including rental properties, farms, and depreciation
    • Form 1065 average cost is $210
  • Corporation - including rental properties, farms, and depreciation
    • Form 1120 or 1120S average cost is $210
  • Exempt Organization (Non-Profit)
    • Form 990EZ - average cost is $100
    • Form 990 - average cost is $120
  • Trust or Estate Fiduciary - including rental properties, farms, and depreciation
    • Form 1041 - average cost is $130
  • Gift Tax or Estate Tax
    • Form 706 or 709 - average cost $100
  • Amended Returns - per year needing amendment
    • Federal only - $50
    • State only - $50
    • Both Federal and State - $90

ACCOUNTING

All fees are based on time requirements at $120 per hr, unless otherwise noted.  

  • Payroll (direct deposit is $25 additional/month)
    • Weekly, biweekly, semi-monthly, monthly, quarterly
    • Electronic submission of tax payments
    • Electronic filing of periodic tax forms
    • Monthly or quarterly reports
  • Sales Tax - $50 per filing
    • Electronic filing of monthly, quarterly, or annual returns
    • Electronic submission of tax payments
  • Bank Reconciliations
    • Deposit & disbursement entries
    • Monthly reconciliations and reports
  • Bill Payment
    • Weekly or biweekly bill payment
    • Postage for mailing of payments
  • ​Accounts Receivable Billing & Statements
    • ​Weekly, biweekly or monthly
    • Postage for mailing of customer invoices and/or statements
  • Financial Statements
    • Monthly or quarterly processing of income and expense items
    • Bank reconciliations
    • Adjustment journal entries for items such as depreciation
    • Maintenance of a fixed asset depreciation schedule
    • Monthly or quarterly balance sheet and profit & loss reports
  • Year-end Tax Forms
    • Payroll forms - W2/W3 - $10 per form
    • Non-Payroll clients - W2/W3 - $15 per form
    • Form 1099 - $12 per form
  • ​Remote Access
    • ​Chosen services can be done on our computers, or on your computer by our professionals through remote access.