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2025 Pricing Guide

Annual Service Packages 

All packages include our signature tech-forward service and educational approach

Premium Package

Maximizing Wealth Building

For established businesses ready to scale strategically

(Sugg. Revenue $250K+)

Investment: $3,997/year or $367/month

Everything You Need to Optimize Your Financial Success:

  • Tax Optimization & Filing ($2,500 value)

    • 1 Business Return (LLC or S-Corp)

    • 1 Personal Return included

    • Multi-state filings supported

  • Monthly Bookkeeping (up to 150 transactions) ($3,600 value)

  • Monthly Financial Dashboard & Reports ($1,200 value)

  • Quarterly CFO Strategy Sessions ($2,400 value)

  • Personalized Tax Strategy Playbook ($997 value)

  • Business Compliance Management ($600 value)

  • IRS Notice Assistance ($300 value)

  • $1M Ultimate Audit Shield ($299 value)

  • Priority Support (phone, email, chat) ($1,200 value)

  • Unlimited Advisory Hours ($3,000 value)

  • Lifetime Skool Community Access ($997 value)

  • All Workshops & Digital Products FREE ($800 value)

  • 40% Discount on Additional Services

Total Value: $18,093 →Your Investment: $3,997 You Save: $14,096 (78%)

Growth Package

Building Sustainable Profit

For scaling businesses ready to systematize

(Sugg. Revenue $100K-$250K)

Investment: $2,497/year or $227/month

Strategic Support for Your Growing Business:

  • Tax Preparation & Filing ($1,500 value)

    • 1 Business Return

    • Quarterly estimated tax calculations

  • Quarterly Bookkeeping (up to 200 transactions/quarter) ($2,400 value)

  • Quarterly Financial Reports ($800 value)

  • Quarterly Tax Planning Sessions ($1,600 value)

  • Business Compliance Management ($600 value)

  • IRS Notice Assistance ($300 value)

  • $1M Ultimate Audit Shield ($299 value)

  • Priority Email & Chat Support ($600 value)

  • 1-Year Skool Community Access ($497 value)

  • 40% Discount on Workshops & Products

  • 20% Discount on Additional Services

Total Value: $8,395 →Your Investment: $2,497

You Save: $5,898 (70%)

Professional Package

Scaling to Six Figures

For ambitious entrepreneurs ready to level up

(Sugg. Revenue $50K-$100K)

Investment: $1,497/year or $137/month

Essential Tools for Professional Growth:

  • Tax Preparation & Filing ($1,200 value)

    • 1 Business Return OR Complex Individual Return

    • 1 State included

  • Annual Bookkeeping Review (up to 400 transactions) ($800 value)

  • Annual Financial Report ($200 value)

  • 2 Tax Planning Sessions ($800 value)

  • IRS Notice Assistance ($300 value)

  • $1M Ultimate Audit Shield ($299 value)

  • Email & Chat Support ($400 value)

  • 1-Year Skool Community Access ($497 value)

  • 20% Discount on All Products & Services

Total Value: $4,496 →Your Investment: $1,497

You Save: $2,999 (67%)

Essential Package

Starting Your Journey

For new entrepreneurs and freelancers

(Sugg. Revenue under $50K)

Investment: $997/year or $97/month 

Foundation for Financial Success:

  • Tax Preparation & Filing ($800 value)

    • Individual OR Simple Business Return

    • 1 State, 1 Schedule included

  • Annual Tax Planning Session ($597 value)

  • IRS Notice Assistance ($300 value)

  • $1M Ultimate Audit Shield ($299 value)

  • Client Portal Access ($200 value)

  • Email & Chat Support ($300 value)

  • 1-Year Skool Community Access ($497 value)

  • 10% Discount on Additional Services

Total Value: $2,993 →Your Investment: $997

You Save: $1,996 (67%)

High-Value Strategic Services
Quick Win Services
Tax Strategy Audit - $497

  • Comprehensive review of last 3 years' returns

  • Identify missed deductions and credits

  • Amendment recommendations included

  • Average client finds $2,000+ in savings

Mid-Year Tax Checkup - $297
(July Special)

  • Proactive adjustment opportunity

  • Avoid year-end surprises

  • Maximize current year deductions

Entity Optimization Analysis - $697

  • LLC vs S-Corp evaluation

  • Potential savings calculation

  • Implementation roadmap

  • Most clients save $3,000+ annually

Quarterly Tax Estimates Package - $997/year

  • Automated calculations

  • Payment reminders

  • Adjustment recommendations

  • Penalty avoidance guarantee

Done-With-You Tax Prep - $397

  • Perfect for DIY entrepreneurs

  • Professional review of your preparation

  • Unlimited questions

  • Audit & IRS Notice support included

Individual Service Menu
For those who prefer pay-as-you-go options
Tax Preparation Services
Individual Returns

  • Basic Return (Single) + 1 State: $497

  • Head of Household/MFS + 1 State: $697

  • Married Filing Jointly + 1 State: $897

  • Complex Individual (investments, rental, etc.): $1,197+

  • Additional State Return: $97 each

  • Amended Return: $397 (returns we prepared) / Original fee + $397 (others)

Business Returns

  • Partnership (1065): $1,197

  • S-Corporation (1120S): $1,497

  • C-Corporation (1120): $1,997

  • Additional K-1s: $297 each

  • Multi-state Business Returns: +$297 per state

Specialized Schedules

  • Schedule C (Self-Employment): $397

  • Schedule E (Rental): $397 (up to 2 properties)

  • Additional Properties: $147 each

  • Schedule F (Farming): $597

  • Foreign Income/FBAR: $797

Bookkeeping & Financial Services
Setup & Organization

  • QuickBooks Setup & Training: $597

  • Year-End Bookkeeping (up to 200 transactions): $597

  • Additional transactions: $2 per transaction

  • Bookkeeping Cleanup (prior periods): $1,197 (up to 500 transactions)

  • Chart of Accounts Optimization: $397

Ongoing Bookkeeping

  • Monthly (up to 50 transactions): $197/month

  • Monthly (up to 100 transactions): $297/month

  • Monthly (up to 200 transactions): $497/month

  • Custom volume: Quote upon request

Business Services
Entity Formation & Compliance

  • LLC Formation: $597 + state fees

  • S-Corp Formation: $1,297 + state fees

  • S-Corp Election: $697

  • Late S-Corp Election: $997

  • Annual Report Filing: $297 + state fees

  • Business Compliance Research: $297

Payroll & Contractor Services

  • Payroll Setup: $497

  • Monthly Payroll (up to 10 employees): $297/month

  • Additional employees: $15 each

  • 1099 Preparation & Filing: $97 per form (minimum $297)

  • W-2 Preparation & Filing: $97 per form (minimum $297)

Advisory & Planning
Strategic Consultations

  • Comprehensive Tax Planning Session: $597

  • Business Structure Consultation: $497

  • QuickBooks Training (2 hours): $397

  • IRS Notice Resolution: $397/hour

  • Audit Representation: $497/hour

Premium Add-Ons
Expedited/Concierge Services

  • Priority Processing (3-5 days): $297

  • Rush Processing (24-48 hours): $497

  • Weekend/Holiday Processing: $597

  • VIP Onboarding Experience: $197

Why These Prices Reflect Our Value

Average Client Tax Savings: $3,847
Time Saved: 40+ hours per year
Audit Risk Reduction: 94% lower than DIY
Client Retention Rate: 92%
ROI on Our Services: 380% average

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Ready to Invest in Your Financial Future?
Schedule Your Free Strategy Call Today

  • Discover your potential tax savings

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Monthly Subscription Payment Policies

To maintain clarity and consistency in managing subscription payments, the following policies apply to all monthly subscription plans:

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Payment Schedule

  • Advance Payments: Monthly subscription payments are billed and due in advance for services to be rendered for the upcoming tax season.

  • Billing Date: Subscriptions will be billed on the same calendar day each month based on the client’s selected date (1st or 15th).

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Missed Payments

  • Obligation to Pay: Clients are responsible for ensuring timely payment of their monthly subscription. Full payment of the subscription is required for the tax season, even if one or more monthly payments are missed or skipped.

  • Service Continuity: Failure to make monthly payments does not relieve the client from the financial obligation for the full subscription amount. Services may be paused until the account is brought current.
     

Account Reinstatement

  • Outstanding Balances: Any missed payments must be paid in full to reactivate services.

  • Reinstatement Fee: A $50 reinstatement fee may be applied if services are paused due to non-payment.

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Annual Commitment

  • Full Subscription Obligation: By enrolling in a monthly subscription, clients agree to the full annual fee associated with their selected package. Early cancellation does not void this obligation.

  • Payment Acceleration: Clients may pay off the remaining balance of their annual subscription at any time.

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Refund Policy

  • No Refunds for Partial Use: Subscription fees are non-refundable, even if the client does not fully utilize the services included in their subscription package.

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Communication of Payment Issues

  • Clients are encouraged to contact our office immediately if they anticipate payment difficulties. Flexible payment arrangements may be available on a case-by-case basis.

Tax Return Delivery and Filing

  • Electronic Copies: After your final invoice is paid, an electronic copy of your tax returns will be uploaded to your client portal.

  • Paper Copies: Available upon request:

    • Pickup from Office: Additional $15 fee

    • Certified Mail: Additional $25 fee

    • Note: We are not liable for lost or stolen mail.

  • Release of Documents: Prepared returns will not be released without payment—no exceptions.

Filing Policies

  • Preparation Only: Our fees cover the preparation of your returns. Filing is performed upon your request.

  • E-Filing:

    • E-Signature Required: You must complete the e-signature process before we can e-file your return.

    • Rejections: If your return is rejected, we will notify you within one business day with instructions to resolve the issue. It's your responsibility to provide necessary information or take corrective action.

  • Acceptance Notification: Once your return is accepted, we will inform you within one business day and provide guidance on checking your refund status or paying any balance due.

  • Mailing Returns: If your return must be mailed, you are solely responsible for sending it.

  • Obligations: Failure to sign, resolve rejections, or mail your return does not relieve you from paying our fees.

Payment Terms and Late Fees

  • Payment Due Dates:

    • Within 5 Days: Invoices not paid within five days of the invoice date will incur a $50 late fee.

    • Within 10 Days: An additional $50 late fee will apply to invoices not paid within ten days.

  • Collections: If an invoice remains unpaid after 15 days:

    • We may pursue legal action or refer your account to a collection agency.

    • An additional fee of up to $500 may be added to cover collection costs.

We appreciate your business and are committed to providing exceptional tax preparation services. If you have any questions regarding these policies, please feel free to contact us.

​Prices effective January 1, 2025. Subject to adjustment based on complexity and scope of work. All prices in USD.

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© 2025 by Queen Tax & Financial Services LLC

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