Mary Khalil CPA

Ideal for sole proprietors, LLCs, and S-Corps.

Includes:

• Business tax return (Schedule C, 1065, or 1120-S)
   
• Owner’s individual tax return
   
• Income & expense review
   
• Depreciation & deductions optimization
   
• E-file included
   

Pricing: $650– $1,800

Best for business owners who want year-round support.

Includes:

• Monthly bookkeeping (up to 50 transactions)
   
• Bank reconciliation
   
• Monthly financial reports (P&L, Balance Sheet)
   
• Year-end business tax return
   
• Owner’s individual tax return
   
• Tax planning consultation
   

Pricing:

• $350 / month
   
• $4,000 annually (prepaid – save 10%)

For established businesses seeking strategic tax planning.

Includes:

• Monthly bookkeeping
   
• Quarterly tax projections
   
• Quarterly strategy calls
   
• Entity structure review
   
• Payroll & 1099 compliance review
   
• Business + personal tax returns
   

Pricing: $3,000 – $6,000 annually

Best for individuals with simple tax situations.

Includes:

• Federal Individual Tax Return (Form 1040)
   
• W-2 income reporting
   
• Standard or itemized deductions
   
• E-file included
   
• Secure document upload
   

Pricing: $175 – $225

Best for W-2 employees with additional income or credits.

Includes:

• Everything in Basic Package
   
• Interest & dividends (1099-INT / 1099-DIV)
   
• Child tax credit & education credits
   
• Retirement contributions (401(k), IRA)
   
• Health insurance forms (1095-A/B/C)
   

Pricing: $250 – $350

Best for higher-income earners or complex situations.

Includes:

• Everything in W-2 Plus
   
• Stock compensation (RSUs, ESPP)
   
• Multi-state W-2 filings
   
• Withholding & W-4 optimization
   
• 30-minute tax planning consultation  and Free Tax Plan Package
   

Pricing: $400 – $600