Integra Accounting and Bookkeeping Services LLC Packages
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 50 transactions.
Account Reconciliation: Up to 2 bank or credit card accounts.
Quarterly Financials: Profit & Loss Statement and Balance Sheet delivered every 3 months.
Annual Tax Prep: Individual Federal & State tax filing (Schedule C) included.
Quarterly Estimated Tax Alerts: We calculate what you owe so there are no April surprises.
Email Support: 48-hour response time for basic questions.
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 150 transactions and 4 reconciled accounts.
Monthly Financial Reviews: Video walkthrough (Loom) of your monthly P&L and Cash Flow.
Business tax preparation: for S-Corps, Partnerships, or LLCs.
Payroll Coordination: We manage the data flow between your PEO (Gusto, ADP) and your books.
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.
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, and multi-state filing.
Strategic "Add-Ons" (Boost Your Revenue) Starting at
$500.00
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 Planning: The Triple-Tax Shield creating and implementing a strategic plan to retain more income ($5,000 fee)
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 |