Price lists
Tax Preparation Price List
Base Charges
Our charges are calculated on a per form and/or per item basis. Below are the BASE charges for the main forms.
Individual Return (Form 1040)
$399
Schedules and special forms not included
Fiduciary/Estate Return (Form 1041)
$799
Schedules and special forms not included
C-Corporation (Form 1120)
$849
Schedules and special forms not included
S-Corporation (Form 1120S)
$849
Schedules and special forms not included
Partnership (Form 1065)
$849
Schedules and special forms not included
Non-Profit (Form 990)
$799
Additional time billed hourly @ $225 based on complexity
Non-Profit (Form 990N)
$299
Schedules and special forms not included
Complete Detailed Price List
Tax Return Price List 2025 (pdf)
DownloadAccounting Price List
Base Charges
Our charges are calculated on a per form and/or per item basis. Below are the BASE charges for the main forms.
Accounting - Basic Bookkeeping
$499
BASE PRICE. Additional changes may apply based on transaction volume, number of accounts/reconciliations, frequency of reporting. Custom quote will be established during on-boarding process.
Accounting - Full Charge Bookkeeping
$1,199
BASE PRICE. Additional changes may apply based on transaction volume, number of accounts/reconciliations, frequency of reporting. Custom quote will be established during on-boarding process.
Accounting - Strategic Partnership
$3,499
BASE PRICE. Additional changes may apply based on positions and duties, number of transactions, and frequency of meetings & reports. Custom quote will be established during on-boarding process.
get your custom quote for accounting services
There are a lot of pieces to accounting work, so while the prices above are meant to be a starting point, we prefer to customize our work to your specific needs.
CFO Price List
Base Charges
Our charges are monthly and include access to our member resources, our secure portal, and special discounts on other services.
Bronze Level - Essentials
$975
Includes: Monthly financial statement reviews and analysis, email and phone support for financial questions (limited hours), and quarterly strategy sessions
Silver Level - Growth
$1,975
Includes everything from Essentials plus: Creation of KPIs and performance tracking, cash flow reporting, development of operational efficiencies and cost optimization strategies
Gold Level - Strategic
$3,499
Includes everything from Growth plus: Assistance with creation of annual budget, review of and guidance for monthly forecasts, custom reports and dashboards
Platinum Level - Executive
$9,999
Includes everything from Strategic plus: Real-Time KPI monitoring, weekly strategy meetings, active participation in executive team meetings, M&A guidance or exit planning support, unlimited on-call access
curious about which CFO level is right for you?
We know that each business is unique and you are growing in your own way and at your own pace. Let's talk about your specific situation and get you the right solution.
taxsmithing Price List
The Sparkpoint Report (start here)
$2,795
- 2-Year Historical Review
- Current Year Analysis
- 1-Year Forward Projection
- Strategic Insights & Recommendations
- Launchpad for Your Living Blueprint
First Taxsmithing Meeting
$750
- 60-minute meeting
- Creation of Custom Portal
- Living Blueprint designed
- Goals and homework
Taxsmithing Membership
$250/mo
- 90-minute meeting per quarter or break up throughout the quarter
- Access to members-only portal
- Living Blueprint updates
- Exclusive invites to events and live-streams
Annual Implementation Plan
$10,000
- Quarterly Strategy Meetings
- Unlimited Strategic Support
- Execution of Tax Strategies
- Business Entity Optimization
- Living Blueprint Maintenance
- Filing Coordination & Oversight
- Confidence & Clarity
Year-End Taxsmithing Meeting
$1,250
- 90-minute meeting
- Creation of Custom Portal
- Living Blueprint designed
- Goals and homework
- Options to finish up the year strong
- Priority with extra jobs for year end (deadlines apply)
What Is Financial Wellness 365?
A employee benefit program providing on-demand access to expert guidance via dedicated hotline or 30-minute video consultations.
- Business owners navigating growth, tax, and compliance matters
- Employees managing budgeting, tax preparation, and secondary income
- Individuals seeking trusted, professional financial advice
Financial Wellness 365
Financial Wellness 365 Starter Plan
$150 per ee / per year
Features:
- Dedicated hotline access
- 2 × 15-minute video consultations per month
- Email follow-up support
- 10% discount on additional services, including:
- Tax Strategy
- Tax Preparation
- Business Entities
- Bookkeeping
- Small Business Owner Payroll
- Strategic Accounting Partnerships
- Fractional CFO Services
- Tax Assessment Reports
- IRS Support
Financial Wellness 365 Premium Plan
$450 per ee / per year
Features:
- Dedicated hotline access
- 4 × 15-minute video consultations per month
- Priority scheduling during busy season
- Quarterly usage and impact reports
- 20% discount on additional services, including:
- Tax Strategy
- Tax Preparation
- Business Entities
- Bookkeeping
- Small Business Owner Payroll
- Strategic Accounting Partnerships
- Fractional CFO Services
- Tax Assessment Reports
- IRS Support
Highlights:
- Elite Access, Elevated Insights
- 4 Consults/Month + Quarterly Reporting
- Executive Tier at a Mid-Tier Price
Accent Financial Services
945 Stockton Drive, Suite 3120, Allen, TX, 75013
Introducing our Premier Strategy Meeting!
Tax strategy can be complicated. Come join us for our signature strategy session. We'll work with you to understand your specific situation and give you the advice others won't.
We guarantee to find you a way to save! You leave this meeting with a Blueprint of your financial life, a guide for tax savings, and homework!
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