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Fees & Pricing

1. Tax Resolution Fees

A flat‑fee structure that covers your entire IRS case from start to finish.

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Flat Case Fee: $6,500

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Paid in two installments:

  • Down Payment: $1,500

  • Remaining Balance: $5,000

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This fee covers the entire resolution process — no matter which IRS program is ultimately used.
There are no separate charges for Installment Agreements, CNC status, Penalty Abatement, Offers in Compromise,

or any other resolution path.

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What’s Included:

  • IRS transcript retrieval & analysis

  • Full compliance review

  • Financial analysis & strategy

  • All IRS communication & representation

  • Negotiation of the best available IRS program

  • Case monitoring until final resolution

  • Clear updates throughout the process

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There are no hourly charges and no hidden fees for resolution work.

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Available Discounts

Discounts apply to the $6,500 standard fee and are stackable:

  • Early Customer Discount (10%) — $650 off

  • Veteran Discount (5%) — $325 off

Maximum combined discount: $975
Lowest possible fee after discounts: $5,525

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What Can Increase the Fee?

Most clients pay the standard fee. Additional charges apply only when the work required goes beyond normal tax resolution.

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A. Accounting Cleanup Work

If your books or records must be cleaned up before your IRS case can be resolved,

this work is billed under a separate Accounting Cleanup Agreement
The cleanup fee is then added to the remaining balance of your tax resolution payment plan.

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B. Excessive Tax Returns

Your case includes preparation of up to:

  • 2 Federal returns, and

  • 2 State returns

Additional returns are billed separately based on complexity.

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C. High‑Complexity Return Situations

Additional fees may apply when returns involve:

  • Multiple K‑1s

  • Large volumes of investment transactions

  • Crypto activity

  • Multi‑state filings

  • Highly complex or unusual tax positions

These situations require significantly more CPA‑level work and will be priced accordingly.

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2. Accounting & Bookkeeping Fees

Straightforward pricing for monthly bookkeeping and cleanup work.

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Monthly Bookkeeping Packages

Essential — $300/month
For microbusinesses with low transaction volume.

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Standard — $400/month
Our most popular package and the baseline for cleanup pricing.

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Advanced — $600/month
For growing businesses, clinics, and nonprofits.

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Complex — $750–$1,200/month
For Tribal governments, nonprofits with grants, and multi‑entity organizations.

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Monthly bookkeeping begins after cleanup completion and confirmation of the next available onboarding window.

 

Cleanup Pricing

Standard Cleanup (Most Clients)

Cleanup Price = # of Months Behind × $400 × 1.15
Typical range: $1,500–$4,000

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Advanced Cleanup (Complex or Broken Books)

Cleanup Price = Estimated Hours × $200 + Retainer
Typical range: $4,000–$10,000+

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Performance & Condition Disclosure

Most clients fall into the Standard Cleanup formula.
However, when books are significantly behind or involve complex issues (multi‑entity, grants, Tribal, payroll errors, sales tax problems, prior‑year corrections, etc.), the cleanup fee reflects the additional work required.

In these situations, the cleanup price may include:

  • The months‑behind formula

  • Applicable complexity surcharges

  • An hourly component if the books are severely broken

These adjustments ensure the fee matches the true scope of work and the CPA‑level expertise required.

 

Surcharges (When Applicable)

Volume Surcharges

  • 150–250 transactions/month: + $150 per month behind

  • 250–400 transactions/month: + $300 per month behind

  • 400+ transactions/month: + $500 per month behind

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Complexity Surcharges

  • Multi‑entity: + $600–$1,000

  • Nonprofit with grants: + $500–$1,000

  • Tribal entities: + $600–$1,200

  • Payroll errors: + $300–$800

  • Sales tax issues: + $400–$800

  • Prior‑year corrections: + $500–$1,500

 

Engagement Agreements

All services begin with a written engagement agreement that outlines:

  • Scope of work

  • Total fees and payment schedule

  • Responsibilities for both parties

  • Confidentiality protections

  • How to request additional services

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Our agreements are written in plain English and designed to protect you and ensure a smooth, predictable process.

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