HOW WE CAN HELP YOU

1.

Pick a plan that’s right for you.

2.

We execute an engagement letter and commence onboarding.

3.

Share documents through secured shared workspace.

4.

We perform the procedures laid out in your plan and quality review your deliverables.

5.

You review and approve.

6.

We file your taxes/deliverables & you’re done.

It’s that simple

Pick the plan that’s right for you

Refer to our FAQ


Single & Head of Household Filers
Preparation of Federal Form 1040
Preparation of State Income Tax Return
Schedules 1-5 and Schedules A & B
3 Additional Schedules/Forms – Federal (excl. Sch. C, D, E)
3 Additional Schedules/Forms – State (excl. Sch. C, D, E)
Quarterly Estimated Tax Calculation
Annual Tax Organizer
Annual Tax Meeting
Unlimited Email Support

$350

Married Filers (MFJ & MFS)
Preparation of Federal Form 1040
Preparation of State Income Tax Return
Schedules 1-5 and Schedules A & B
3 Additional Schedules/Forms – Federal (excl. Sch. C, D, E)
3 Additional Schedules/Forms – State (excl. Sch. C, D, E)
Quarterly Estimated Tax Calculation
Annual Tax Organizer
Annual Tax Meeting
Unlimited Email Support

$450

Everything in the Individual Tax Plan, including:
All Filers
Schedule C – Profit or Loss from Business (Sole Proprietorship or Single Member LLC)
Schedule D – Capital Gains and Losses (to report investment activities)
Schedule E – Supplemental Income and Loss (to report income or loss from rental real estate, royalties, partnerships, S corporations)
4 Additional Schedules/Forms – Federal
4 Additional Schedules/Forms – State


$55/month or $595 with 10% discount with Annual Subscription

Preparation of Federal Form 1120, 1120S, 1065, 990, or 990-EZ
Preparation of State Tax Return
Preparation of Local Tax Return
5 Hours of Bookkeeping (during preparation of taxes)
Quarterly Estimated Tax Calculation
Annual Tax Organizer
1 Video Chat Call per Quarter
Unlimited Email Support

$100/month or $1080 with 10% discount with Annual Subscription ($750 for Form 990-EZ)

Preparation of Federal Form 1120, 1120S, 1065 or 990
Preparation of State Tax Return
Preparation of Local Tax Return
Ongoing IRS Representation or Power of Attorney
10 Hours of Bookkeeping (during preparation of taxes)
Quarterly Estimated Tax Calculation
Annual Tax Organizer
2 Video Chat Calls per Quarter

$150/month or $1620 with 10% discount with Annual Subscription

Delinquent Taxes
Amended Returns
Power of Attorney
Correspondence with IRS on your behalf

$150/hr

Please read our FAQ

$75/hr

Why Choose The Booked CPA?

Work directly with a Licensed Certified Public Accountant (CPA)

We have experience from small, regional, and Big 4 Accounting Firms in accounting, tax, and audit

We make engaging with us easy, create an interactive environment and share tips on how to better manage your business

Questions About Our Plans?

Questions About Our Plans?

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