Transparent Pricing
We are scheduling new engagements from September 15.
Your itemized quote, the IRS notice decoder, the deadline calendar and the guides all still work today.
Hold your placeDoor 1 · IRS problem
IRS Rescue
Upload your notice, get a written plan from an Enrolled Agent in 2 business days.
$249 credited in full
Door 2 · Tax filing
Instant quote
A few taps, then an itemized flat-fee quote from the table below. No email needed to see it.
from $525
Door 3 · US company
Formation & compliance
Form the company, then stay ahead of every filing: annual packages carry the deadlines for you.
from $499
Answer 3 Questions, See Your Price
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What brings you here today?
Three quick taps and you will see your number - not seventy of them.
Prefer to browse? Every price we charge is published in full below - nothing is "call for pricing."
Find Your Starting Point
Form 1040
W-2, 1099-NEC, standard deductions, single state.
- Federal + 1 state e-file
- Up to 2 W-2s / 2 1099-NEC / basic interest & dividends
- Standard deduction or simple itemized
- Client Portal + post-filing notice support: we explain any notice you receive (Notice Shield is the add-on where we respond to it for you)
Schedule C / Single-Member LLC
Sole proprietors and disregarded SMLLCs. Domestic owners.
- Form 1040 + Schedule C + Schedule SE
- Up to ~40 expense line items
- QBI (Section 199A) analysis
- Quarterly estimate worksheet: a one-time calculation for next year (the quarterly estimated-tax service recalculates each quarter and issues vouchers)
S-Corp 1120-S or Partnership 1065
Active small businesses with bookkeeping in order.
- Federal entity return (1120-S or 1065)
- Up to 2 K-1s issued
- California return (Form 100S or 565) included
- Reasonable-compensation memo, S-Corp ($495 value)
“Arc & Ledger provided exceptional service, making my tax preparation seamless and stress-free.”
C-Corp 1120
Domestic C-Corps. Foreign-owned C-Corps see Form 5472.
- Federal Form 1120 + California Form 100
- Book-to-tax reconciliation (Schedules M-1/M-2)
- Accumulated earnings review
Multi-Entity & Cross-Border
Consolidated reporting, multi-state, foreign-corp owners, holding structures.
- 1040 + 1120-S/1065 + state apportionment
- Form 5471/5472/8938/8865 if applicable
- Treaty position memos (Form 8833)
- Quoted in writing after Discovery Session
What Moves Your Quote Up
Your final fee is the tier price plus any modifiers from the table below. Each modifier reflects a specific form, schedule, or complexity factor that adds preparation time. Anything not listed here is already included in your tier price.
International & Cross-Border Pricing
Flat fees for every form the IRS requires when your money has a passport. Penalties for missing these forms start at $10,000 per form per year. We publish the price of doing it right.
| Form | What it does | Price | Penalty if missed |
|---|---|---|---|
| FBAR (FinCEN 114) | Foreign bank account report; $10K aggregate trigger | $225 first year / $99/yr catch-up | Up to $10,000+ per year (non-willful) |
| Form 8938 (FATCA) | Specified foreign financial assets on your 1040 | $295 | $10,000, up to $50,000 if it continues |
| Form 8833 | Treaty-based position disclosure | $295 | $1,000 per position |
| Form 5471 | U.S. owner of foreign corporation | $1,895 base + $500 per add'l schedule | $10,000 per form, per year |
| Form 5472 | Foreign-owned U.S. corp / SMLLC + pro-forma 1120 | $1,800 base | $25,000 per form, per year |
| Form 8865 | U.S. partner in foreign partnership | $1,750 base | $10,000 per form, per year |
| Form 3520 | Large gifts from foreign persons; foreign trust distributions | $895 | 5% per month, up to 25% of the amount |
| Form 3520-A | Annual return for foreign trust with U.S. owner | $1,095 | Greater of $10,000 or 5% of trust assets |
| Form 8621 (PFIC) | Passive foreign investment company reporting - foreign mutual funds and ETFs | $350 first fund + $150 each add'l | Return stays open until filed; punitive default tax regime |
| Dual-status return | Part-year U.S. resident and nonresident in the same year (arrival or departure) | $895 | Filing a single-status return can overstate U.S. tax |
| FIRPTA (Form 8288-B) | Withholding certificate for foreign sellers of U.S. real estate | $1,500 | 15% of gross sale price withheld without it |
| Streamlined Filing - Domestic (SDOP) | 3 returns + 6 FBARs, 5% miscellaneous offshore penalty | $2,650 | The route that caps prior-year exposure |
| Streamlined Filing - Foreign (SFOP) | 3 returns + 6 FBARs, no penalty for qualifying expats | $3,195 | The route that caps prior-year exposure |
| ITIN application (CAA) | W-7 prep, passport certification, IRS submission | $399 | No ITIN, no refund: returns sit unprocessed |
| Pre-immigration tax planning | Pre-residency basis step-up + entity review | From $1,500 | Pre-arrival gains taxed that planning can address |
Penalty figures are statutory amounts under current law; actual assessments depend on your facts and IRS inflation adjustments. All international engagements include a written scope and a fixed fee. Streamlined filings include a non-willfulness statement drafted by an Enrolled Agent, not a template: volume providers do not write it, and the tax attorneys who do typically charge $5,000 and up.
Diagnostics Ladder: Start Small, Know Exactly Where You Stand
Fixed-price entry reviews with a written deliverable from the Enrolled Agent. Where marked, the entry fee is credited toward the larger engagement it leads into - you never pay for the diagnostic twice.
| Diagnostic | What you get | Entry price | Ladders into |
|---|---|---|---|
| IRS Notice Review | An Enrolled Agent reads your notice and tells you what it means and what to do | $249 | Notice response $750 - $1,500; representation from $1,500 (credited) |
| IRS Health Check | Full transcript and account review with a written report and strategy session | $249 | Watchdog monitoring $49-$99/mo; resolution quoted per case |
| Prior-Year Return Quick Check | Second-opinion check of one prior-year return with a written summary | $199 | Comprehensive review $499; amendment $750 - $2,500 (credited) |
| S-Corp Tax Health Check | Choose this if you have ALREADY elected S-corp status. Payroll, reasonable comp, QBI, basis, and state-filing diagnostic with written findings | $349 | Full report $795 - $1,250 (credited) |
| Accountable Plan Setup | Written policy, model adoption action, and expense-report system | $499 | Expanded implementation $999 - $1,500 after scope review; quarterly reviews $249 each |
| Rental / Cost Seg Scan | Depreciation, passive-loss, and cost-seg feasibility scan for one property | $299 | Written memo $750 - $1,500 (credited) |
| R&D Credit Feasibility | Screening against the federal research-credit tests with a written summary | $750 | Deep feasibility $1,500; full study $3,000 - $15,000 quoted per case |
| Business Return Readiness | Pre-filing check of books, schedules, elections, and documents with a gap list | $295 | Business return preparation (credited) |
| Entity / S-Election Review | Choose this BEFORE you elect. Entity-choice and S-election suitability review, in writing | $399 | Election filing $299; ongoing compliance quoted per case |
| Quarterly Planning Snapshot | 45-minute session plus a written summary of your top tax moves | $349 | Planning engagement from $1,497 (credited) |
Every diagnostic ends in a written deliverable reviewed by an Enrolled Agent - not an automated report. Findings are items for professional review, and no outcome, credit, or savings amount is ever guaranteed.
Rental owner who never took depreciation, took too little, or used the wrong basis? A Rental Depreciation Correction (Form 3115) catches up the missed deductions in one tax year, flat fee from $1,450.
Can I Bundle Services for a Better Rate?
New Business Starter Bundle
Everything you need to start your business the right way – EIN, the S-Corp election, and registered agent coverage – handled together.
- EIN Application ($250 value)
- S-Corp Election ($299 value)
- Registered Agent – first year ($149 value)
Annual Peace of Mind Bundle
Keep your business covered year-round. Registered agent, IRS mail monitoring, and annual report – the three things you should not let slip.
- Registered Agent – annual ($149 value)
- IRS Watchdog Annual ($490 value)
- Annual Report Filing ($199 value)
Specialty Bundles
Six packages that combine the returns and filings a particular kind of client needs each year, at a set price below the a-la-carte total.
S-Corp Owner Complete
or pay monthly: $369/mo for 12 months, $4,428 total
The whole S-corp year run as one engagement: entity return, your personal return, monthly books, payroll, and California filings.
- S-Corp 1120-S incl. CA return + reasonable-comp memo ($1,595 value)
- Married-filing-jointly personal 1040 ($600 value)
- Payroll, four quarters ($1,980 value)
- Tax planning snapshot ($349 value)
Expat Annual
The standard annual filing for an American living abroad, priced as one package instead of a stack of add-ons.
- Form 1040 with foreign income ($525 value)
- FBAR / FinCEN 114 ($225 value)
- Form 8938 / FATCA ($295 value)
- Foreign tax credit, Form 1116 ($195 value)
Foreign-Owned LLC Compliance Membership
Ongoing annual compliance for an established foreign-owned US company, once formation year is behind you.
- Form 5472 + pro-forma 1120 ($1,800 value)
- Registered agent, annual ($149 value)
- Annual report ($199 value)
- BOI update ($175 value)
- IRS Watchdog, annual ($490 value)
Landlord Package
A rental-property owner return with the depreciation and passive-activity work already built in.
- Form 1040 ($525 value)
- Two rental properties, Schedule E ($350 value)
- Tax planning snapshot ($349 value)
Fresh Start
$500 to start
Get current and current-year clean: back returns, a transcript review, and a first-time penalty request in one plan.
- IRS Health Check, transcript + account review ($249 value)
- Three prior-year returns ($1,800 value)
- Installment agreement ($950 value)
Nonresident Investor Starter
A first US filing for a nonresident with US-source income or a US rental. FIRPTA (Form 8288-B) is quoted separately at sale.
- ITIN application (Form W-7) by an Enrolled Agent ($399 value)
- Form 1040-NR ($595 value)
- One rental property, Schedule E ($175 value)
Standard-complexity scope; modifiers apply beyond it. The engagement fee is credited, not added. Bundles cannot combine with referral, early-filing, or prepay discounts.
Ways to Save
Referral Program
Refer a new client to Arc & Ledger and you both receive 10% off your next single service. New clients only; one referral credit per client. It is our way of saying thank you to clients who trust us enough to share their experience.
Early Filing Discount
Submit complete current tax-year documents before February 15 (business entities) or February 28 (individuals) and receive 10% off your return preparation fee (return preparation only). Earlier documents mean better work – we pass the savings on.
Not sure which service you need?
Book a free 15-minute call. We will review your situation and recommend the right service at the right price.
Book a Free CallWhat Other Services Are Available?
Bookkeeping & Cleanup
From $295/mo
Priced by monthly transaction volume; historical cleanup is scoped separately.
- Essentials (0-100 txns/mo)$295/mo
- Growth (101-250 txns/mo)$495/mo
- Scale (251-500 txns/mo)$795/mo
- Enterprise (501+ / multi-entity)$1,195/mo
- Cleanup / catch-up (per month of backlog)$395/mo, $1,250 min
Separate engagement from tax preparation
Tax Resolution
From $1,500
Final scope and pricing determined after initial review of your specific situation and required resolution strategy.
- • IRS audit representation
- • Notice response and resolution
- • Payment arrangements
- • Compliance restoration
Scoped to your case – no overpaying for complexity you don't have
Tax Planning & Advisory
Strategic tax planning and business advisory as separate paid engagements.
- Tax Planning Snapshot (45-min + written top moves)$349
- Tax Planning Engagement (plan + review session)From $1,497
- Strategy / restructuring project$2,497 - $4,997
Snapshot fee credited toward a full engagement
Payroll Processing
$495/quarter
Quarterly payroll processing for small businesses not on a retainer package.
- • Payroll calculation and processing
- • Federal and state payroll tax filings
- • W-2 and 1099 preparation
- • Quarterly Form 941 filing
Included for retainer bookkeeping clients
IRS Services
Proactive IRS monitoring, transcript reviews, and compliance diagnostics.
Full transcript pull, compliance analysis, and ongoing monitoring
Compliance Services
Essential maintenance to keep your business in good standing with state and federal authorities.
- Registered Agent – $149/yrBuy Now
- Annual Report Filing – $199/yrBuy Now
- BOI Report Filing (foreign-formed entities only) - $175Buy Now
- U.S.-formed companies are currently exempt from BOI reporting (FinCEN, March 2025).
- EIN Application – $250Buy Now
- S Corp Election – $299Buy Now
- Tax Extension Filing – $99Buy Now
- CA Statement of Information (+ CA fee)$75
- CA Form 3500A (Exemption, short form)$75
- CA Form 3500 (full exemption application)From $400
- CA Form 588 (Withholding Waiver)$75
- • Certificates of Good Standing
Billed annually or as one-time filings
Discovery Session
60-90 minute paid strategy session with written memo. Standard $297, Specialist $497. Fee credited toward your engagement.
International & Registration
A la carte filings for individuals and businesses with international connections or multi-state presence.
- ITIN Application$399
- State Tax Registration$199/state
Priced per filing; bundled discounts available
Sign and Reserve
One step to start: sign your engagement letter and pay the deposit to reserve your start date. The deposit is applied in full to your final invoice, not an extra cost on top of the quoted price.
- • Sign and reserve in one step: letter plus deposit
- • Deposit credited in full to your final invoice, not an extra charge
- • Commits both parties before work begins
Deposits range from $250 to $750 depending on scope and are credited in full to your final invoice.
Single-Form & One-Off Services
Surgical, single-issue help when you do not need a full engagement. For simple single-notice responses, start here rather than with full Tax Resolution.
- Strategy / restructuring project$2,497 - $4,997
- IRS notice response (CP2000/CP14/state, one issue)From $750
- Administrative penalty relief reviewFrom $395
- Installment agreement (under $50k)From $950
- Amended return (1040-X), minor correction$350
- Amended return (1040-X), full re-prep$650 (+$175/state)
- Reasonable-compensation study (S-Corp): choose this when you are setting your salary$495
- Entity structuring consultation$500
- January 1099 filing, incl. W-9 collection (up to 5 forms); first 1099 free for annual bookkeeping clients$199 (+$10/form)
- Quarterly estimated-tax service (recalculated each quarter + vouchers)$349
- Notice Shield (we respond to notices for you, 12 mo, per return)$149
All prices are starting points. Final fees depend on complexity (number of states, K-1s, rental properties, and forms) and are confirmed in writing after an initial review.
How Billing Works
Every engagement is fixed-fee and agreed in writing before work begins. No hourly surprises.
When do I pay?
You sign the engagement letter and pay a deposit ($250 to $750 by scope) to reserve your start date. The deposit is credited in full to your final invoice, not an extra charge on top of the quoted price. For returns, the balance is due before we e-file.
How are monthly services billed?
Bookkeeping and retainer plans auto-charge in advance on the 1st, to a card or bank account (ACH) on file. Paying annually up front earns a 10% discount.
What happens if a balance is late?
Balances are due on the terms in your engagement letter. Past-due balances accrue 1.5% per month (18% per year) after 15 days.
Do discounts stack?
No. When more than one promotional discount applies (referral, early-filing, or annual prepay), only the single largest one is honored. Discounts do not combine.
Is there a rush fee?
Yes, when a deadline is tight. Documents received after March 15 (individuals) or February 15 (entities) carry a 15% rush surcharge on the return fee for the first two weeks past that date, and 25% after that, collected with the deposit, to prioritize your return for on-time filing. Otherwise we file an extension at no charge for signed engagements.
Do you ever charge a percentage of my refund?
Never. We do not charge percentage or contingent fees. Treasury Circular 230 prohibits them for return preparation, and flat fees are how you know our only incentive is getting it right.
What Affects Pricing
Complexity Factors
- • Number of income sources
- • Multiple states involved
- • Investment and rental activity
- • Business entity structure
Record Condition
- • Organization of documents
- • Completeness of records
- • Prior year issues
- • Accounting system status
How Engagements Work
Every engagement follows a four-step process: you book a call or submit an intake form, we provide a written scope and quote within one to two business days, you pay and upload documents through our secure portal, and an Enrolled Agent prepares and reviews your deliverables.
Book or Submit
Free 15-min call or intake form
Scope & Quote
Personalized pricing within 1 day
Pay & Upload
Secure payment, then upload docs via portal
We Deliver
Prepared by an Enrolled Agent, reviewed with you
Burak Genc, EA, MST
Enrolled Agent, enrolled to practice before the IRS, with a Master of Science in Taxation.
Ready to Get Started?
Book a free consultation or submit your information for a personalized quote.