Service Pricing Guide - 2026
At Boss Lady Tax & Books, we believe in transparent pricing and personalized service. With over 26 years of experience, we’re proud to support individuals and small businesses with expert tax preparation, virtual bookkeeping, and business compliance — without the high-end firm price tag.
We offer flexible consultations, hourly rates, and custom packages designed to fit your needs. Services are provided virtually with our online portal or by drop-off appointment. Please see our FAQ page for tax preparation procedures.
We offer flexible consultations, hourly rates, and custom packages designed to fit your needs. Services are provided virtually with our online portal or by drop-off appointment. Please see our FAQ page for tax preparation procedures.
Consultations & Coaching
- Business & Tax Initial Consultations: $95/hour (off-season)
- Business & Tax Initial Consultations: $150/hour (during tax season)
- Training & Coaching for Bookkeeping: $125/hour
Bookkeeping Services
Bookkeeping Clean-Up:
- $95/hour (off-season)
- $150/hour (during tax season with availability)
- $250 Diagnostic review without a service engagement
Monthly Bookkeeping Packages
Starter - $175+/mo
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Growing - $350+/mo
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Established - $700+/mo
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Micro-business packages start at $350/quarter — inquire for details.
Payroll Done for You
- Weekly: $50 per run + $5 per employee
- Bi-Weekly: $75 per run + $5 per employee
- Semi-Monthly: $75 per run + $5 per employee
- Monthly: $100 per run + $5 per employee
- Quarterly: $150 per run + $5 per employee
Tax Preparation & Filing Fees
Tax filing services are provided virtually or by drop-off appointment. Please see our FAQ page for tax preparation procedures.
For individuals and small business tax clients, we will collect up front the estimated cost to commence your return, and any additional fees will be sent on a final bill, which is due upon completion before filing. Pricing is based on complexity and time required to prepare. To guarantee tax filing by 4/15, all information must be submitted, the engagement signed, and the preparation fee paid by 4/1. Returns not ready by this date may be placed on extension, subject to availability.
Individual Returns:
For more complex business tax clients, we may require an initial consultation to determine the scope and review financials. We will collect up front the estimated cost to commence the business return, and any additional fees are due upon completion before filing. Pricing is based on complexity and time required to prepare. Our prep fee assumes you have your bookkeeping complete and are ready to file. Bookkeeping is a separate service and is billed separately from tax prep. To guarantee tax filing by 3/15, all information must be submitted, the engagement signed, and the preparation fee paid by 3/1. Returns not ready by this date may be placed on extension, subject to availability. **A complete and accurate Profit & Loss statement and Balance Sheet are required for filing.
Business Returns:
For individuals and small business tax clients, we will collect up front the estimated cost to commence your return, and any additional fees will be sent on a final bill, which is due upon completion before filing. Pricing is based on complexity and time required to prepare. To guarantee tax filing by 4/15, all information must be submitted, the engagement signed, and the preparation fee paid by 4/1. Returns not ready by this date may be placed on extension, subject to availability.
Individual Returns:
- Individual Basic 1040 Federal Tax Return: $200+
- Family and Dependents: $50+
- Schedule A (Itemized Deductions): $50+
- Schedule 1A (OBBB Provisions): $50+
- Schedule C (Small Biz): $175+
- Schedule D (Brokerage/Investments): $50+
- Schedule E (Rentals): $150+
- Form 8949 and Other Asset Sales: $75+
- State Return Add-ons: $75+
For more complex business tax clients, we may require an initial consultation to determine the scope and review financials. We will collect up front the estimated cost to commence the business return, and any additional fees are due upon completion before filing. Pricing is based on complexity and time required to prepare. Our prep fee assumes you have your bookkeeping complete and are ready to file. Bookkeeping is a separate service and is billed separately from tax prep. To guarantee tax filing by 3/15, all information must be submitted, the engagement signed, and the preparation fee paid by 3/1. Returns not ready by this date may be placed on extension, subject to availability. **A complete and accurate Profit & Loss statement and Balance Sheet are required for filing.
Business Returns:
- S-Corp Tax Return: $650+
- Partnership Tax Return: $700+
- Form 8832 Entity Election: $150+
- Form 2553 S-Corp Election: $350+
Other Tax Services
- Tax Planning: $125 consultation; $95 hourly research fees
- Tax Return Extensions: $100; provided for clients with a tax engagement and estimate only
- IRS Notice Response: $300; includes up to 2 hours of research and response; then representation rates apply
- IRS Client Representation: $175 hourly, with an estimate of services deposit taken to initiate work
Business Services & Compliance
- S-Corp Election: $350+
- Unemployment Filings & Reports: $100+
- 1099 Processing & Filing: $25 each
- Annual Report filings: $150 plus state filing fees
- Sales Tax and Tangible Tax Returns
Payment Terms & Policies
Payment is due at the time of service. Invoice terms are due on receipt. Payment for return preparation is not dependent on your decision to e-file with us. E-filing is provided free of charge subsequent to return prep. No refunds will be issued for any reason. Prices subject to change without notice at any time.