Prepared with care
Clarity for what comes next.
EA
Enrolled Agent
Federally licensed tax professional
Authorized IRS e-file Provider
For eligible accepted returns
⌂
Secure client portal
Documents and requests in one place
MD
Local + remote
Maryland base, remote service available
Services & pricing
The right help, in one clear place.
Start with what you need. I’ll help define the scope and confirm your fee before work begins.
01
Tax returns
Tax preparation
Personal, self-employed, and selected business returns prepared with care and a straightforward document process.
Personal Form 1040 · one state
Minimum $375 · Average $450–$600
Personal return with small business
Minimum $600 · Average $600–$1,000
Business income tax return
Minimum $1,300 · Average $1,600–$2,500
$1,600 minimum when paired with a personal return.
Prior-year and dependent returns
Prior-year returns
Minimum $350 · Average $350–$600+
Dependent return under age 18
Minimum $250 · Average $250
02
Tax strategy
Tax planning
Make informed decisions about estimated payments, self-employment income, and the tax questions that come up during the year.
Tax planning consultation
Minimum $200 · Average $200
Estimated tax calculation
Minimum $150 · Average $150
Year-round planning
Minimum $600/year · Average $600–$1,000/year
Tax advisory
$250/hour
Fixed-fee advisory projects are available after the scope is reviewed.
03
Business records
Monthly bookkeeping
Reconciled books and useful reports, maintained with tax preparation and planning in mind.
Minimum $500/month
· Average range confirmed after reviewing activity
Compare the five packages
↓
Need organization, setup, or cleanup first?
Tax-ready organization
Minimum $150 · Average $150–$250
Self-employed tax readiness
Minimum $250 · Average $250–$400
QuickBooks Online setup
Minimum $300 · Average $300–$500
Bookkeeping cleanup
Minimum $400 · Average $400–$1,000+
Final pricing depends on the records, time period, transaction volume, and work required.
Monthly bookkeeping
A clearer view of your business.
Choose a starting level. Your average fee range is confirmed after a review of your books, transaction volume, and reporting needs.
01
Foundation
Minimum $500/month
· Average range confirmed after review
For an owner-operated business with straightforward activity.
Example fit: under $100K in annual revenue
02
Starter
Minimum $600/month
· Average range confirmed after review
For a solo owner or small service business building a steady routine.
Example fit: $100K–$300K in annual revenue
03
Core
Minimum $750/month
· Average range confirmed after review
For a growing business that needs stronger reporting and visibility.
Example fit: $300K–$750K in annual revenue
04 · FEATURED
Elevate
Minimum $1,200/month
· Average range confirmed after review
For teams that need project, budget, or department reporting.
Example fit: $500K–$5M in annual revenue
05
Enterprise
Minimum $2,250/month
· Average range confirmed after review
For more complex operations that need custom reporting and controls.
Example fit: $2M–$10M in annual revenue
Every package includes
Monthly bookkeeping · Receipt and transaction matching · Account reconciliations · Tax-ready financials · 1099 preparation · Annual tax-ready review
Revenue ranges are examples, not eligibility rules. Payroll is included in Elevate and Enterprise, with add-on options in other tiers. Project accounting is available in Core and Elevate and included in Enterprise. Bill pay is included in Elevate and Enterprise. QuickBooks subscription fees are separate.
Your next step
Let’s make this simpler.
Start securely through the client portal, or contact Fiona directly with a general question.
Taxes and bookkeeping.
It doesn’t need to be overwhelming.
© 2026 Plan and Profit Co.
Walkersville, Maryland · Remote services available.
Fees are starting minimums or average ranges, not guaranteed quotes. Final pricing depends on scope, complexity, transaction volume, and reporting needs. Services begin after acceptance and a signed engagement agreement. IRS e-file provider status does not imply IRS endorsement.
