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.
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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 for tax preparation procedures.​

Consultations & Coaching

  • Business & Tax Initial Consultations: $95/hour
  • ​Training & Coaching for Bookkeeping: $125/hour

Bookkeeping Services

Bookkeeping Clean-Up:
  • $95/hour (off-season)
  • ​$125/hour (during tax season)
  • $250 Diagnostic review without a service engagement
One hour per month minimum. Subscription costs and payment required to begin services. Offered as a one-time service only with a signed monthly bookkeeping engagement.

Monthly Bookkeeping Packages (2026 pricing)

Starter - $175+/mo

  • 1 Bank account
  • 1 Credit card or loan
  • Up to 50 transactions
  • Bank categorization
  • Account reconciliation
  • Fixed asset management
  • Liabilities management
  • +Sales channels
  • +Payroll support
  • Semi-Annual P&L reporting upon request
  • Annual financials review
  • Client portal
  • One hour email/phone support per month

Growing - $350+/mo

  • 2+ Bank accounts
  • 2+ CC or loans
  • 50-100 transactions
  • Bank categorization
  • Account reconciliation
  • Fixed asset management
  • Liabilities management
  • +Sales channels
  • +Payroll support
  • +Class/Location tracking
  • Quarterly P&L reporting upon request
  • Client portal
  • 2 hours email/phone support per month
  • Additional reporting

Established - $700+/mo

  • 4+ Bank accounts
  • 4+ CC or loans
  • 150+ transactions
  • Bank categorization
  • Account reconciliation
  • Fixed asset management
  • Liabilities management
  • +Sales channels
  • +Payroll support
  • +Class/Location tracking
  • +Inventory
  • Monthly P&L reporting upon request
  • Quarterly financials review
  • Client portal
  • Unlimited email/phone support
  • Custom reporting
​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
​Includes payroll tax filings and W-2 processing at year-end.

Tax Preparation & Filing Fees

​​​Tax filing services are provided virtually or by drop-off appointment.
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. 

Individual Returns:
  • Individual Basic 1040 Federal Tax Return:  $200+
    • Family and Dependents: $50/ea+
    • 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 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. 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. **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+

Other Tax Services

  • Tax Planning: $125 consultation; $95 hourly research fees
  • Tax Return Extensions: $100; provided for clients with a tax engagement 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 and up
  • Sales Tax & Tangible Tax Returns: $100 and up
  • 1099 Filings: $25 each
  • New Business State setup: $225 plus state filing fees
  • Business Dissolution filings: $225 plus state filing fees
  • IRS EIN Closure: $50
  • Annual Report filings: $150 plus state filing fees

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.

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