Monthly
From $300/ month
- Monthly financial statements, including P&L and balance sheet
- Bank account reconciliations
- Credit card reconciliations
- Clear, reliable records to support smarter decisions
Individual Tax Services
Simple, transparent pricing.
No surprises at filing time.
Choose the level of service that fits your life. Most clients start with Bronze and upgrade to Silver after their first year — once they realize how often a tax question comes up.
Gold10% off — Veterans & First Responders
Strategic
Jim's direct attention. A deliberately small practice.
Pricing varies
Schedule a free consultation
- ✓Everything in Proactive, plus:
- ✓7-day return filing guarantee
- ✓Direct cell access to Jim — no main line
- ✓4-hour response during business hours
- ✓Annual tax strategy review call with Jim
- ✓Mid-year proactive check-in
- ✓Life event support — call Jim before you decide
- ✓Tax law changes communicated personally
- ✓Priority waitlist for any future openings
Applications reviewed by Jim personally
Silver10% off — Veterans & First Responders
Proactive
Your return filed — plus a CPA in your corner all year.
Pricing varies
Schedule a free consultation
- ✓Everything in Compliance, plus:
- ✓Year-round email access for tax questions
- ✓48-hour response guarantee
- ✓Plain-English return summary
- ✓November year-end tax reminder
- ✓Priority over Compliance during tax season
- ✓Personalized Loom video walkthrough of your return
12-month commitment · renews annually
Bronze10% off — Veterans & First Responders
Compliance
Accurate filing. Nothing more, nothing less.
From $450/ year
One-time annual fee · price varies by complexity
- ✓Federal and state return prepared and filed
- ✓Secure document portal
- ✓E-file confirmation
- ✓7-year secure document storage
- —Year-round question access
- —Year-end tax reminders
- —Direct access to Jim
Contact [email protected] to schedule
💡The difference between Silver and Strategic: Silver gives you access whenever you need it. Strategic gives you Jim's proactive attention whether you think to ask or not — plus a guaranteed seat in a deliberately small practice.
Business Tax Services — S-Corp & Small Business
Your business deserves more
than a return once a year.
Most business owners are overpaying in taxes because their CPA only shows up in April. AccuraTax LLC works with you all year — so the strategies that save money are in place before December 31st, not after.
Gold10% off — Veterans & First Responders
Strategic Membership
Your most trusted tax advisor. A deliberately small practice.
Pricing varies
Schedule a free consultation
- ✓Everything in Proactive, plus:
- ✓Owner's personal 1040 included
- ✓Monthly strategy call with Jim — every month
- ✓Direct cell access — 4-hour response guarantee
- ✓Annual tax strategy deep dive each fall
- ✓Ongoing reasonable compensation optimization
- ✓Proactive tax law monitoring — Jim calls you
- ✓Business decision support before you act
- ✓Accountable plan implementation
- ✓Waitlist priority for any future openings
Jim reviews every application personally
Silver10% off — Veterans & First Responders
Proactive
Compliance handled — plus guidance throughout the year.
Pricing varies
Schedule a free consultation
- ✓Everything in Compliance, plus:
- ✓Quarterly estimated tax guidance
- ✓Year-round question access — 48hr response
- ✓Annual reasonable compensation review
- ✓November year-end action items
- ✓Quarterly strategy calls with Jim
- —Owner's personal 1040 included
- —Monthly strategy calls
12-month commitment · renews annually
Bronze10% off — Veterans & First Responders
Compliance
S-Corp return filed accurately and on time.
From $1,500/ year
One-time annual fee · price varies by complexity
- ✓S-Corp return (1120-S) prepared and filed
- ✓All K-1s prepared for shareholders
- ✓Secure document portal
- ✓7-year secure document storage
- —Owner's personal 1040
- —Quarterly tax guidance
- —Year-round access
- —Reasonable comp review
Contact [email protected]
💡The average Strategic S-Corp member saves $12,000–$40,000 in taxes annually through proactive planning. At $395/month — $4,740/year — the membership typically pays for itself within the first 90 days.
Bookkeeping Services
Peace of mind for your books.
Concentrate on your business — I’ll keep your books organized, current, and ready when you need them.
Quarterly
From $750/ quarter
- Quarterly financial statements, including P&L and balance sheet
- Bank account reconciliations
- Credit card reconciliations
- Clear, reliable records to support smarter decisions
Bookkeeping is offered exclusively to current AccuraTax LLC tax clients and is designed to complement your tax strategy. Pricing shown is a starting point — final pricing depends on transaction volume and complexity.