Pricing Packages for Business Owners and Individuals
Essentials
Starting at $250 /mo
- Monthly QuickBooks reconciliation and basic bookkeeping
- Monthly financial statements (P&L, Balance Sheet)
- Annual business tax return preparation (entity)
Growth
Starting at $425 /mo
- Everything in Essentials, plus:
- Quarterly advisory meetings to review results
- Quarterly tax projections and estimated tax planning
- Basic KPI tracking and trend analysis
Advisory Plus
Starting at $800 /mo
- Everything in Growth, plus:
- Cash flow forecasting and budget creation
- Margin and pricing analysis
- More frequent strategic touchpoints as needed
Individual
Starting at
$250 /return
- Federal and applicable state income tax return preparation
- Year-end tax insights explaining what drove your tax result and where opportunities may exist
- Guidance on upcoming-year tax considerations to help you plan ahead with clarity
Starting pricing applies to basic individual returns. Returns with additional complexity—including self-employment income, rental properties, investment activity, multiple states, or other advanced tax considerations—are priced separately and may require additional services.
Final pricing may vary based on bookkeeping cleanup, additional state filings, investment complexity, IRS notices, or multi-owner structures. This proposal summarizes your selected tier(s) and provides estimated annual costs for planning and engagement letter purposes.
To ensure accuracy, compliance, and continuity of your financial records, O.M. Allen Solutions LLC does not prepare business tax returns (including LLC, S-Corp, C-Corp, or Partnership filings) without an active bookkeeping subscription. All business clients must complete a consultation and onboarding assessment to determine service needs and pricing before any work begins.
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