Pricing & Memberships
Transparent pricing. Real conversations.
Every taxpayer's financial situation is different. Tax preparation pricing depends on filing complexity, required forms, business activity, compliance needs, bookkeeping condition, prior-year filings, and the overall scope of work required. We quote you honestly after a brief intake — no surprises.
Quoted after intake
We review your situation before pricing — never a guess.
Credited consultations
Strategy calls credit toward your filing engagement.
Membership savings
Members receive discounted preparation year-round.
Reserve Your Slot
Recommended
Tax Prep Retainer
Secure your filing slot
- Reserves preparer time
- Applied to final invoice
- Refundable before intake
- Triggers onboarding
Consultation
30–45 min strategy call
- Tax or business question
- Live with an advisor
- Recorded follow-up notes
- Credited toward filing
Service Catalog
Individual Tax Preparation
Quoted after intake
Federal & state 1040 returns for W-2 earners, families, dependents, and multi-state filers.
- Federal + state e-file
- Credit & deduction review
- Refund optimization
- Identity verification
Business Tax Preparation
Quoted after intake
LLC, S-Corp, C-Corp, Partnership, and Sole-Proprietor returns prepared by experienced staff.
- 1120 / 1120S / 1065 / Schedule C
- K-1 generation
- Depreciation schedules
- Owner compensation review
Back Taxes & Amendments
Quoted after review
Prior-year, unfiled, and amended returns for individuals and businesses.
- Multi-year reconstruction
- IRS transcript pulls
- Amended 1040-X / 1120-X
- Penalty abatement review
IRS Resolution Assistance
Engagement-based
Notices, audit response, installment plans, and Offer in Compromise support.
- Notice analysis
- Power of Attorney (2848)
- Installment agreements
- Audit defense support
Bookkeeping & Accounting
Monthly retainer
Catch-up bookkeeping, monthly closes, reconciliation, and reporting.
- Monthly reconciliations
- P&L and balance sheet
- Catch-up & clean-up
- Year-end tax-ready books
Payroll Support
Per-cycle pricing
W-2 / 1099 payroll processing, quarterly filings, and year-end statements.
- 941 / 940 quarterly filings
- Direct deposit setup
- W-2 / 1099 issuance
- State payroll registration
Tax Planning
Strategy session
Proactive planning to legally reduce liability and align with business goals.
- Entity structure review
- Estimated tax modeling
- Deduction strategy
- Year-end positioning
Business Compliance Services
Project-based
BOI reporting, annual filings, registered agent referrals, and licensing support.
- BOI / FinCEN filings
- Annual report tracking
- EIN & state registrations
- Licensing guidance
Memberships
Year-round advisory tiers
Move beyond tax season. Our memberships deliver priority support, guided consultations, scheduled advisory access, and member assistance windows — the right level of partnership for your stage.
Essential Access
Year-round client portal + priority support.
- Priority client portal access
- Secure document storage
- Member assistance windows
- Annual checklist & reminders
- Discounted tax preparation
Silver Support
Guided consultations + IRS notice assistance.
- Everything in Essential
- Guided consultations (scheduled)
- IRS notice triage & response
- Quarterly check-in window
- Appointment priority
Most popular
Gold Advisory
Quarterly planning + return review.
- Everything in Silver
- Quarterly planning calls
- Mid-year tax return review
- Bookkeeping spot reviews
- Year-round tax guidance
Platinum Tax Strategy
Annual strategy + dedicated advisor.
- Everything in Gold
- Annual tax strategy session
- Dedicated advisor access
- Audit preparation support
- Financial checkup reviews
Executive Business Advisory
Owner-operator advisory + entity strategy.
- Everything in Platinum
- Entity & compensation strategy
- Cash-flow planning sessions
- Compliance monitoring
- Owner & executive advisory
Enterprise Compliance & CFO Support
Fractional CFO + multi-entity compliance.
- Everything in Executive
- Fractional CFO support
- Multi-entity compliance
- Board-ready reporting
- Dedicated engagement team
Memberships include priority support, guided consultations, and scheduled advisory access. They are not a substitute for engagement-based services such as audit defense or complex resolution work.
Tax Academy
Ready to become a tax professional?
The Ross & Associates Tax Academy provides preparer training, tax software access, mentorship, onboarding, continuing education, and real preparer opportunities — built for the next generation of tax professionals.
- Preparer training & certification path
- Professional tax software access
- 1:1 mentorship from senior preparers
- Onboarding & client workflow training
- Continuing education credits
- Preparer opportunities & placements
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