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Katherine Lei, CPA, PLLC

Pricing

Contact Us (702) 690-2958

SILVER: ACCOUNTING & BOOKKEEPING

Platinum Gold Silver
Monitor due dates and compliance
Compile financial statements on a monthly, quarterly, or interim basis
Reconcile, review, and analyze:
Bank accounts & credit card accounts
Fixed assets, depreciation, & amortization
Loans & notes payable | interest expense
Payroll & payroll tax
Sales tax, inventory, and cost of goods sold
Shareholder distributions & officer salaries
Accounts receivable, aging, & bad debt
Accounts payable, aging, payments
Revenue accounts & expenses
Interest Income

GOLD: SILVER + BUSINESS ADVISORY SERVICES

Platinum Gold Silver
Year end adjustments
Year end tax planning (coordinated with client)
Business tax return
Two management meetings (up to 90 min each): Annual Tax Mtg, Interim Planning Mtg
Analysis & feedback on trends, changes, and critical areas
Recommendations for debt management
Recommendations for growth & development | growth management

PLATINUM: SILVER + GOLD + VIRTUAL CFO SERVICES

Platinum Gold Silver
Individual tax return (for one partner | shareholder)
Year end individual tax planning & analysis
Interim & year end analysis of reasonable officer salary, withholding, estimated tax
Two additional interim management meetings (up to 90 minutes each)
Current vs prior year comparison & analysis (Q2, Q3, Q4, | Year end)
Year round reminders, guidance, advice, & recommendations
Retirement planning options
Prepare & file 1099's (Up to 10)
Prepare & file Tangible Property Tax Return
Unlimited emails, phone calls, & questions
(excluding those requiring special research or extended planning)

ADDITIONAL ALA-CARTE SERVICES

Tax Planning, Mock Tax Returns: From $200 
Individual Tax Prep (Form 1040): From $350 
C Corporation, Partnership and S Corp: From $800 

Payroll: typical monthly fee $125 (including paystubs, quarterly payroll,year end w2s)

Loan package assistance | preparations $300 to $500
1040NR/Foreign investor ITIN/one rental: $200
QuickBooks set up | Conversion from desktop to QBO | QuickBooks Training $350 
Trust & estate tax planning From $350
Section 199 A Deduction Optimization From $300
Expat Taxes: From $350
Form 709 Gift Tax Return: $125
Form 5471 $400
FBAR FinCEN Report 114: $200 to $300
Regular - Sales tax $30-$75
Litigation support | Forensic accounting: $150 per hour
Consultation: $150 per hour (free for the 1st half hour)

NOTE: For existing clients, we are trying to keep the fee the same unless the scope of the service and the time spend on the service changed; for new client we need to see what you have to give you a fee quote