Upside Tax

NYC CPA Tax Accountant

Individual Services

  • Income Tax Preparation
  • Personal Financial Statements
  • Financial Planning and Consulting Services

Individual Prices

Prices are subject to volume and complexity of tax forms. After a brief discussion, we can give you a price quote based on this list.

Basic
$250+

 

  • Simple W2 and bank interest

Basic Plus
$395+

 

  • Basic plus additional categories of income, deductions, credits

Premium
$495+

 

  • Basic plus more complex tax forms related to freelance, single-member LLC, brokerage activity, rental real estate, K-1 activity, multiples states, employee stock options, etc.

Platinum
$995+

 

  • High Net Worth Individuals that require a tailored approach to their tax compliance and financial planning matters

 

Business Services

  • Tax Filing
  • Bookkeeping and Accounting using Quickbooks Online
  • Consulting on payroll service, sales tax, and software: QBO, Gusto, ADP, Bill.com, Square, Stripe
  • Outsourced CFO Services

Business Prices

Our Full Service – Monthly option serves as the finance and accounting department for your business.

Income tax prep only
$2,500+

 

  • File C Corp, S Corp, or Partnership tax return

Filing & Consulting Service – Quarterly
$1,500/Qtr+

 

  • Income tax return preparation, setup and quarterly consulting on bookkeeping, payroll, sales tax, owners personal tax situation

Full Service – Monthly
$1,000/Mth+

 

  • Full-Service tax filings. Dedicated bookkeeper. Synch and manage connections to software like QBO, Gusto, ADP, Bill.com, Square, Stripe, etc. Planning for owner’s personal tax and retirement situation