Services Pricing
At Aligned Tax & Accounting, we believe in transparent and honest pricing. That’s why we clearly outline our plans, what you get, and make them available for purchase directly on our website. It’s quick and easy to get started.
After your purchase, you’ll be directed to drop off any documents you have for us, and a member of our team will reach out.
Tax Return Pricing
Basic 1040
$199
Includes:
- W-2 Income
1099-NEC(no Sch C deductions)/MISC(no Sch C deductions)/Int
● If they have expense to deduct, additional $25 per 1099 with deductions
1099-NEC(no Sch C deductions)/MISC(no Sch C deductions)/Int
● If they have expense to deduct, additional $25 per 1099 with deductions
- Drafting of Articles of Incorporation and IRS-compliant purpose statement
- Itemized Deductions (Schedule A)
- Earned Income Tax Credit
- Child Tax Credit
- Education Credits
- Student Loan Interest Deduction
- HSA
- Marketplace Insurance (1095-A)
- Childcare Expense
Intermediate 1040
$350
Includes:
- Investments
- Schedule C (limited to Side Hustles/Gig Work, Expenses need to be provided by taxpayer)
- Cryptocurrency
- Stocks & Bonds
- Schedule D
Complex 1040
$575
Includes:
Schedule C (Self Employed/Full-fledged business w/P&L prepared by us or they provide income & expenses)
● Sch C (up to 2, then $100 for each additional)
Schedule E
● Sch E (up to 2, then $100 for each additional)
- K-1s
- Significant Investments
- FBAR
- Schedule F
Accounting Services
- Monthly bookkeeping and reconciliations
- Strategic expense review and categorization
- Ad hoc financial reporting upon request
- Payroll setup and processing
- June and October tax planning and strategy analysis
- Unlimited phone and email support
Tier 1
Essentials Package
For businesses with annual revenue less than or equal to $180,000
$150/month
Ideal For:
Freelancers and small businesses who want consistent, reliable bookkeeping and proactive tax strategy without overcomplicating the process.
Tier 2
Growth Package
For businesses with annual revenue up to $250,000
$350/month
Ideal For:
Growing businesses that want accurate financial records, better control over cash flow, and tax planning built into the rhythm of their year.
Tier 3
Professional Package
For businesses with annual revenue up to $300,000
$500/month
Ideal For:
Established businesses that want dependable bookkeeping, integrated payroll, and proactive mid-year and year-end tax strategy touchpoints.
- Monthly bookkeeping and reconciliations
- Strategic expense review and categorization
- Financial reporting (standard and customized as needed)
- Tax planning and strategy analysis as needed
- Monthly budget vs. actual performance reports
- Customized KPI dashboard setup
- Entity structure review and optimization
- Guidance on owner compensation and profit distributions
- Business goal planning with quarterly financial scorecard
- Annual retirement plan contribution analysis
- Unlimited phone and email support
- Payroll setup and processing
- Proactive tax planning with implementation year-round
- Advanced cash flow forecasting and modeling
- Sales tax compliance and multi-state nexus review
- Partner collaboration on business growth, exit planning, or succession
- Support with financing, loans, or investor readiness
Tier 4
CFO Lite Package
For businesses with annual revenue up to $400,000
$1,000/month
- Monthly
- 1–7 key metrics
Ideal For:
Freelancers and small businesses who want consistent, reliable bookkeeping and proactive tax strategy without overcomplicating the process.
Tier 3
CFO Lite Package
For businesses with annual revenue up to $1,000,000
$2,500/month
Ideal For:
Established businesses that want dependable bookkeeping, integrated payroll, and proactive mid-year and year-end tax strategy touchpoints.
Non-Profit Setup
BASIC NON-PROFIT SETUP
For small organizations under $50,000 in annual revenue
$995
Includes:
- Eligibility review for IRS Form 1023-EZ
- IRS EIN application
- Drafting of Articles of Incorporation and IRS-compliant purpose statement
- Preparation and e-filing of IRS Form 1023-EZ
- Filing support with IRS (confirmation & tracking)
- Email support until IRS determination letter is received
Estimated Timeline: 2–3 weeks
Ideal For:
Startup nonprofits looking for a fast, low-cost way to obtain tax-exempt status
STANDARD NON-PROFIT SETUP
For growing organizations or those planning to exceed $50K in annual revenue
$3,750
Includes:
- Full IRS Form 1023 preparation and filing
- EIN application and IRS account setup
- Drafting of Articles of Incorporation and IRS-compliant purpose statement
- Custom bylaws and conflict of interest policy
- Preparation of required 3-year financial projections
- Narrative activity description (IRS Form 1023 Part IV)
- Guidance on board setup and responsibilities
- Review of public charity or private foundation classification and compliance
- Responses to any IRS follow-up letters
Ideal For:
Nonprofits with mid-sized plans, seeking long-term success and compliance
PREMIUM NONPROFIT SETUP & STRATEGY PACKAGE
For mission-driven organizations wanting full legal setup + strategic launch
$6,995
Includes everything in the Standard Setup, plus:
- Strategic review of mission, programs, and funding plans
- Coaching on board structure, fundraising, and tax-exempt compliance
- Custom board orientation packet and first meeting agenda
- Setup of board resolution templates and meeting minutes
- Guidance on state charitable registration requirements
- Website disclaimer and donation language review
- One-year compliance calendar (IRS + state)
- Up to 3 hours of post-approval nonprofit consulting (funding, operations, compliance)
Estimated Timeline: 4–8 weeks
Ideal For:
Founders who want professional-grade structure and expert guidance from day one