Service Pricing Guide - 2025

At Boss Lady Tax & Books, we believe in transparent pricing and personalized service. With over 25 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 or by drop-off appointment.​

Consultations & Coaching

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

Bookkeeping Services

Onboarding & Setup (Bookkeeping & Payroll): $250+
Bookkeeping Clean-Up:
  • $95/hour (off-season)
  • ​$125/hour (during tax season)
One hour per month minimum. Subscription costs and a deposit required to begin services.

Monthly Bookkeeping Packages (2025 pricing)

Starter - $150+/mo

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

Growing - $300+/mo

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

Established - $600+/mo

  • 4+ Bank accounts
  • 4+ CC's/loans
  • 150+ transactions
  • 4+ Sales channels
  • Bank categorization
  • Account reconciliation
  • +Class/Location tracking
  • +Payroll support
  • +Inventory
  • Fixed asset management
  • Liabilities management
  • Monthly P&L reporting
  • Quarterly financials review
  • Client portal
  • Unlimited email/phone support
  • Custom reporting
​Micro-business packages start at $300/quarter — inquire for details.

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+
    • Schedule A (Itemized Deductions): $50+
    • Schedule C (Small Biz): $150+
    • Schedule D (Brokerage/Investments): $50+
    • Schedule E (Rentals): $150+
    • State Return Add-ons: $75+

Business Returns:
  • S-Corp Tax Return:  $550+
  • Partnership Tax Return:  $700+
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For more complex business tax clients, we may require an initial consultation to determine 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.

Other Tax Services

  • Tax Return Extensions: $95; 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 Returns: $100 and up
  • 1099 Filings: $15 each plus filing fees
  • 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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