Transparent Pricing for Tax, Accounting and Advisory Services
Understand where your engagement may begin before we talk. Final pricing reflects the work required, the complexity involved and the level of ongoing support you need.
Transparent starting points. Tailored final scope.
Published prices are starting points or typical ranges, not quotes. After a discovery consultation, we define the deliverables, timeline and fee in a written engagement letter. Technical analysis, return review and recommendations begin only after engagement.
Services and Fees
Choose the service area that fits your needs.
Individual Tax Pricing
Essential
For individuals with standard wage, retirement and limited investment income.
Starting at
$650
✓
Federal individual income tax return
✓
One state income tax return
✓
Wage, Social Security and retirement income
✓
Interest and dividend income
Excludes stock sales, cryptocurrency and other investment transaction reporting.
Professional
For home owners who itemize deductions and self-employed professionals, consultants, independent contractors and single-member LLC owners.
Starting at
$1,000
✓
Federal and one state individual income tax return
✓
Itemized deductions, when applicable
✓
Mortgage interest, property taxes and charitable contributions, when applicable
✓
Schedule C business income and expense reporting, when applicable
Additional businesses, bookkeeping cleanup, rental income and home-sale reporting fall outside the scope of this service tier.
Multi-State
For individuals who lived or earned income in more than one state during the tax year.
Starting at
$1,200
✓
Federal individual income tax return
✓
Resident state tax return
✓
One nonresident or part-year state return
✓
Income allocation between jurisdictions
Additional state returns and complex residency or allocation matters are priced separately.
Comprehensive Individual Tax Services
For investors, property owners and professionals with more complex income and reporting requirements.
Starting at
$1,500
✓
Federal individual and state income tax return
✓
Schedule K-1 reporting
✓
Stock sales and equity compensation reporting
✓
Cryptocurrency summary reporting or one rental property
Additional rental properties, high-volume transactions, complex basis reconstruction, and complex partnership or investment K-1 reporting are priced separately.
Premium Tax Planning & Compliance
For individuals who need proactive tax planning integrated with annual tax compliance.
Starting at
$3,000
✓
Federal and applicable state income tax filings
✓
Tax projection and planning recommendations
✓
Review of higher-complexity income or transactions
✓
Defined year-round advisory support
The planning cadence, deliverables and level of ongoing support are defined in the engagement letter.
Highly Complex Tax Matters & Representations
For individuals facing cross-border, multi-entity, multi-year or other unusual tax matters and representations.
Starting at
$6,000+
✓
Cross-border or multi-entity tax matters
✓
Prior-year cleanup or corrective filings
✓
Custom technical analysis and compliance scope
✓
Year-round advisory and tax representation where appropriate
Final pricing is determined after the relevant facts, records, filing requirements and timeline are evaluated.
Business Tax and Accounting Pricing
Monthly Accounting
For businesses that need reliable monthly accounting and decision-ready financial reporting.
Starting at
$1,200 per month
✓
Bookkeeping and structured monthly close
✓
Bank and balance-sheet reconciliations
✓
Monthly financial statements
✓
Decision-ready management reporting
Final pricing reflects transaction volume, account count, payroll activity, reporting requirements and the condition of existing records.
Business Tax Return
For S corporations and partnerships with complete, reconciled accounting records.
Starting at
$2,000
✓
Federal business income tax return
✓
One state business income tax return
✓
Shareholder or partner reporting
✓
Tax-return preparation and technical review
Additional states, owners, entities, bookkeeping cleanup and complex transactions are priced separately.
Integrated Tax and Accounting
For growing businesses seeking coordinated accounting, tax compliance and proactive planning.
Custom pricing
✓
Monthly accounting and financial reporting
✓
Business tax compliance support
✓
Year-round proactive tax planning
✓
Financial reporting aligned with tax strategy
Pricing reflects the monthly accounting scope, entity structure, transaction volume, reporting requirements and planning cadence.
Also available: business tax planning, accounting cleanup or catch-up, and multi-entity support. These services require a custom scope.
Tax Return Review Pricing
Personal Tax Return Review
— For individuals
For individuals seeking a targeted second look at a specific tax concern or professional evaluation of previously prepared return before or after filing.
✓
High-level review of the identified return
✓
Evaluation of a defined tax concern
✓
Identification of apparent reporting issues
✓
Concise summary of findings
Amended return preparation, basis reconstruction and multi-year analysis are separately scoped.
Starting at
$750
Business Tax Return Review
— For BUSINESSES
For businesses seeking a targeted second look at a specific tax concern. High-level review of the identified tax return.
✓
High-level review of the identified return
✓
Evaluation of a defined tax concern
✓
Review of apparent entity-level reporting issues
✓
Concise summary of findings
Amended return preparation, basis reconstruction and multi-year analysis are separately scoped.
Starting at
$1,000
Strategic Advisory Pricing
Financial Advisory
For business owners who need an objective assessment of financial performance and targeted recommendations.
Custom pricing
✓
Financial performance assessment
✓
Cashflow and key performance indicator analysis
✓
Management reporting recommendations
✓
Action-oriented advisory session
Available as a defined project or recurring advisory engagement.
Fractional CFO Support
For growing companies that need ongoing strategic financial leadership without a full-time CFO.
Custom monthly retainer
✓
Forecasting and financial planning
✓
Cashflow and performance management
✓
Management decision support
✓
Recurring leadership-level financial guidance
The final retainer reflects business size, reporting complexity, meeting cadence and required level of involvement.
Strategic Finance
For businesses evaluating growth initiatives, capital decisions or significant transactions.
Project-Based Pricing
✓
Financial modeling and scenario analysis
✓
Business valuation support
✓
Transaction and capital planning
✓
Decision-specific financial analysis
Deliverables, timeline and pricing are tailored to the transaction or strategic decision.
What Affects Your Fees: Complexity is more than the number of forms
We price the actual work required to deliver a complete, reliable result.
- Number and type of entities or income sources
- States and jurisdictions involved
- Condition and completeness of records
- Transaction volume and balance sheet complexity
- Foreign ownership, assets or reporting
- Prior-year cleanup, timing and urgency
Services priced separately: Items that may require additional scope
Items that may require additional scope include:
- Additional state or local returns
- Foreign asset, income or ownership reporting
- Amended returns and prior-year cleanup
- Tax notices, controversy or representation
- Bookkeeping reconstruction
- Expedited or late engagements
- Additional businesses or rental properties
- High-volume stock or cryptocurrency transactions
- Complex partnership, hedge fund or investment K-1 reporting
- Extensive client-requested technical review, reconciliation or analysis beyond the agreed preparation scope
How final pricing is confirmed
Starting prices and typical ranges reflect engagements with complete and organized records. Select Get Started to complete the appropriate consultation form. We will review your profile, discuss your needs during the discovery consultation and determine the appropriate scope. When an engagement is appropriate, final pricing and deliverables will be provided in a written engagement proposal.
Technical advice, detailed document analysis and professional work begin only after an engagement letter has been signed and your payment has been confirmed.
Pricing FAQs
Q: Are the listed prices guaranteed?
No. Published prices are starting points or typical ranges. Your written proposal will reflect the facts, records, deliverables, timing and complexity of your engagement.
Q: Why do business and advisory services use custom pricing?
These engagements vary significantly based on entity structure, transaction volume, record quality, reporting needs, cadence and the decisions the work must support.
Q: Do you offer payroll, audits or financial statement reviews?
Baccus Consulting does not provide payroll, audit, review or attestation services. We may coordinate with trusted payroll partners when appropriate.
Q: Can my fee change after the engagement begins?
If new facts materially change the agreed scope, we will discuss the change and obtain approval before performing significant out-of-scope work.
Trusted by Individuals, Professionals and Business Owners
Let’s define the right scope for your needs.
Complete the appropriate consultation form so we can understand your needs and guide you through the next step.
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