Integra Accounting and Bookkeeping Services LLC Packages
Package 1: The Solo Foundation (Bronze)
Best for: Freelancers, Solopreneurs, and Side-Hustlers.
Focus: Staying legal and tax-ready without the stress.
Monthly Bookkeeping: Recording and categorization of up to 150 transactions.
Account Reconciliation: Up to 2 bank or credit card accounts.
Monthly Financials: Profit & Loss Statement and Balance Sheet delivered every month and or upon request.
Quarterly Sales Tax Filing: Prepare and file timely sales tax returns.
Quarterly Estimated Tax Alerts: We calculate what you owe so there are no April surprises.
Email Support: 24-hour response time for basic questions.
Package 2: The Growth Partner (Silver)
Best for: Growing small businesses with employees or contractors.
Focus: Real-time visibility and active tax savings.
Everything in the Solo Foundation, PLUS:
Expanded Volume: Up to 350 transactions and 4 reconciled accounts.
Monthly Financial Reviews: Video walkthrough (Loom) of your monthly P&L and Cash Flow.
Payroll Coordination: We manage the data flow between your PEO (Gusto, ADP, QB, Fresh Books) and your books. Manage onboarding and payroll, employee and employer payroll tax input in compliance with the taxing authorities.
W2 and Benefits Management: Manage all voluntary and involuntary deductions and payments.
1099 Management: Tracking and year-end filing for all your contractors.
Mid-Year Tax Planning: A 1-on-1 session in June to implement tax-saving strategies (like the STR Loophole or DAF bunching) before year-end.
Email, Text and Phone Support: 24-hour response time for basic questions.
Package 3: The Strategic Elite (Gold)
Best for: Established companies ($1M+ Revenue) needing a "virtual" finance department.
Focus: Forward-looking strategy and maximum tax alpha.
Everything in the Growth Partner, PLUS:
Unlimited Transactions: Comprehensive management of all accounts.
Accounts Payable/Receivable: We manage your bill pay and track your unpaid invoices.
Weekly Bookkeeping: Your data is never more than 7 days old.
Custom KPI Dashboard: A visual tracking of your business health (Burn rate, ROI, Acquisition cost).
Monthly Advisory Call: A 45-minute deep-dive strategy session with your dedicated accountant.
Advanced Tax Strategy: Inclusion of Cost Segregation analysis, R&D credit tracking, Cashflow forecasts, budgeting, and multi-state tax filing.
Strategic "Add-Ons" (Boost Your Revenue)
Offer these as one-time fees to solve immediate pain points:
The "Clean-Up" Special: Catching up on 12+ months of unorganized books (Starting at $1,500).
Entity Election Review: Analyzing if an S-Corp election would save them more than it costs ($500).
Cost Segregation Study Referral: Helping them coordinate a study for a new rental property ($1,000 fee).
Strategic Financial/Tax Planning: The Triple-Tax Shield creating and implementing a strategic plan to retain more income ($5,000 fee)
Tax Preparation and Filing: Preparing and filing tax returns Forms 1040, 1065, 1120S, 1120 and Series 990 please see the tax preparation prices listed blow
Stand Alone Services:
- Weekly/Bi-weekly/monthly Payroll processing are priced based on volume and frequency.
- Accounts Receivable (invoicing) based on volume
- Accounts Payable (payments) based on volume
Tax Preparation and Filing Price List
| Form | Title | Price | Unit/Notes |
|---|---|---|---|
| 1040 | U.S. Individual Tax Return | $325.00 | per form |
| 1040 Schedule A | Itemized Deduction | $75.00 | per form |
| 1040 Schedule B | Interest and Ordinary Dividends | $7.00 | per form |
| 1040 Schedule C | Profit or Loss from Business Small Business Minimal entries | $150.00 | minimum per form**** |
| 1040 Schedule C | Profit or Loss from Business Small Business Multiple entries | $350.00 | minimum per form**** |
| 1040 Schedule D (8949) | Sale & Disp of Capital Assets | $15.00 | per item |
| 1040 Schedule E (pg 1) | Supplemental Income and Loss (page 1 rental properties | $100.00 | per rental ** |
| 1040 Schedule E (pg 2) | Supplemental Income and Loss (page 2 Partnership, Scorps | $40.00 | per k-1 |
| 1040 Schedule EIC | Earned Income Credit | $60.00 | per form |
| 1040 Schedule F | Profit or Loss from Farming | $130.00 | minimum per form**** |
| 1040 Schedule H | Household Employment Taxes (Nanny Tax) | $80.00 | per form |
| 1040 Schedule R | Credit for the elderly or the disabled | $35.00 | per form |
| 1040 Schedule SE | Self-Employment Tax | $30.00 | per form |
| 1040 Schedule 1-6 | Schedule 1-6 | $5.00 | per form |
| 1040-ES (Worksheet) | Estimated Tax for Individuals (Includes Vouchers). | $35.00 | per form |
| 1040-X | Amended U.S. Individual Income Tax Return | $325.00 | minimum */** |
| 9645 | Installation Agreement Request | $75.00 | per form |
| FinCEN 114 | Report of Foreign Bank Account | $25.00 | per form |
| 1045 | Application for Tentative Refund | $200.00 | per form |
| 1099 | Miscellaneous, Cancellation of Debt and Non-Employee Income | $15.00 | per form |
| 1099-R | Retirement/Pension/IRA Distribution | $15.00 | per form |
| 1116 | Foreign Tax Credit (individual, estate, or trust) | $35.00 | per form |
| 2210 | Underpayment of Estimated Tax | $40.00 | per form |
| 2441 | Child and Dependent Care Expense | $35.00 | minimum per fandm**** |
| 2555 | Foreign Earned Income | $150.00 | per form |
| 3115 | Change in Accounting Method | $600.00 | per form |
| 3800 | General Business Credit | $50.00 | per form |
| 3903 | Moving Expenses | $50.00 | per form |
| 4136 | Credit for Federal Tax Paid on Fuels | $35.00 | per form |
| 4137 | Tax on Unreported Tips | $35.00 | per form |
| 4562 | Depreciation and Amortization | $7.00 | per form |
| 4684 | Casuality and Thefts | $75.00 | per casualty/theft |
| 4797 | Sale of Business Property | $15.00 | (and up) per item |
| 4835 | Farm Rental Income and Expenses | $55.00 | per form |
| 4868 | Application for Extension to file U>S> individual returns | $55.00 | per form |
| 4952 | Investment Interest Expense Deductions | $35.00 | per form |
| 4972 | Tax on Lump-Sum Distributions | $65.00 | per form |
| 5329 | Additional Taxes Attributable to Qualified Retirement Pplans | $35.00 | per form |
| 5495 | Residential Energy Credits | $35.00 | per form |
| 6198 | At Risk Limitations | $50.00 | per form |
| 6251 | AMT Alternative Minimum Tax | $70.00 | per form |
| 6252 | Installation Sale Income (first year) | $75.00 | per form |
| 6252 | Installation Sale Income (subsequent years) | $30.00 | per form |
| 6765 | Increasing Research Credit | $75.00 | per form |
| 6781 | Gain or Loss from Section 1256 Contracts and Straddles | $15.00 | per item ($25 minimum) |
| 7202 | Credit for Sick and Family | $50.00 | per form |
| 8283 | Non-Cash Charitable Contributions | $20.00 | per form |
| 8332 | Exemption Release Divorced or Separated Parents | $30.00 | per form |
| 8379 | Injured Spouse Claim and Allocation | $60.00 | per form |
| 8582 | Passive Activity Loss Limitations | $25.00 | per form |
| 8606 | Nondeductible IRA | $30.00 | per form |
| 8615 | Tax for Children under 18 who have investment income | $55.00 | per form |
| 8801 | Credit for Prior Year Minimum Tax | $60.00 | per form |
| 8812 | Additional Child Credit | $25.00 | per form |
| 8814 | Parent's elecetion to report child's interest and dividends | $45.00 | per form |
| 8824 | Like Kind Exchanges | $150.00 | per form |
| 8829 | Business Use of Home (simplified option) | $45.00 | per form |
| 8834 | Qualified Electric Vehicle Credit | $45.00 | per form |
| 8839 | Qualified Adoption Expenses | $65.00 | per form |
| 8846 | Credit for Employer Soc. Sec and Medicare taxes on Tips | $35.00 | per form |
| 8853 | Medical Savings Account | $40.00 | per form |
| 8853 | Education Credits | $40.00 | per form |
| 8880 | Qualified Retirement Savings Contribution Credit | $20.00 | per form |
| 8889 | Health Savings Account | $35.00 | per form |
| 8962 | Premium Tax Credit | $50.00 | per form |
| 8995 | Qualified Business Income Deduction | $65.00 | per form |
| 8995-A | Qualified Business Income Deduction | $100.00 | per form |
| 8910 | Alternative Motor Vehicle Credit | $35.00 | per form |
| 8917 | Tuition & Fees Deduction | $35.00 | per form |
| 8938 | Statement of Foreign Assets | $75.00 | per form |
| 8949 | Sales and Other Dispositions of Assets | $10.00 | per form |
| 8959 | 0.9% $200,000 Employment Tax (additional medicar tax) | $40.00 | per form |
| 8960 | 3.8% Net Investment Income Tax | $40.00 | per form |
| 925 | Return by U.S. Transferor | $55.00 | per form |
| 965-A | Indv Report of Net 965 tax liability | $75.00 | per form |
| Recovery Rebate | Worksheet | $25.00 | per form |
| Shareholder Basis | Worksheet | $50.00 | per form |
| Partner Basis | Worksheet | $50.00 | per form |
| K-1s | Income, Losses, Dividends, etc of Partners or Shareholders | $25.00 | per form |
| W-2 | Wage and employee tax statement | $15.00 | per item |
| W-2-G | Gambling income | $20.00 | per form |
| State | State Return | $150.00 | per form* |
| Tax Consult | $250.00 | per hour*** | |
| 1065, 1120S, 1120, 990EZ, 990 | U.S. Business Returns | $900.00 | Minimum start price* |
| Pick up documents at office | $ | no charge | |
| Return delivered electronically | $ | no charge | |
| Upload your tax documents | $ | no charge | |
| Have our firm scan your documents | $25.00 | per mailing | |
| Have documents delivered by mail | $25.00 | per copy | |
| Paper copy of return | $25.00 | per copy | |
| Have paper copy of return mailed | $50.00 | per copy per mailing | |
| Early discount | 10% discount will applied to invoice | ||
| Late fee | 20% fee will be applied to invoice |