KICKSTART PACKAGE

Basic tax package that includes quarterly estimated payments and ongoing support.

  • 30-minute starter consultation
  • Business tax preparation
  • Individual tax preparation
  • Estimated tax payments
  • Tax planning and projections
  • Year-end bookkeeping review
  • Examined prior year’s tax returns
  • 12-month ongoing email support

GROWTH PACKAGE

Designed for people starting in the first 2-5 years in business with over $50,000 in net income

  • All “Kickstart” package features
  • Annual budget preparation
  • 1099 assistance and preparation
  • Quarterly bookkeeping review and adjustment preparation
  • Quarterly financial performance and management reports
  • Quarterly conference call or video meeting

THRIVE PACKAGE

All hands on accounting service:

  • All “Growth” package features
  • Monthly bookkeeping review and adjustment preparation
  • Monthly financial performance and management reports
  • Monthly conference call or video meetings

*Please note that our pricing is an estimate and subject to change due to complexity and hours of work required.

Do not hesitate to get in touch with us today to find out more about the services we provide. We look forward to being part of your team.

LET'S CHAT

À LA CARTE SERVICES:

Below are a few of the services we offer, along with their estimated fee:

  • 15 Minute Initial Consultation: Free
  • Consulting: $150 per 30 minute
  • Individual Tax Returns (Federal + State): $400 to 1500                                                                           
  • Amended Individual Tax Return (Federal + State): $500 to $2,000                                              
  • Partnerships, Corps Tax Preparation: $900 to $1,300 
  • Bookkeeping hourly: QuickBooks Help And Setup, Financial Statement Reconstruction, Or Receipt And Invoice Tallying- $90 per hour.
  • Tax Planning:                                                              
  • 30 Minute for $247
  • or 60 Minutes for $397                        
  • Year Round Tax Planning $1,097
  • Tax Representation And Audit Assistance
    $600 retainer, $200 per hour
  • Bookkeping starts at $400 per month
  • Company Formation: $425 + State filling fees
  • S-Corp Election: $250 - $450 (depends on timing)
  • Quarterly Review and reconciliation: starting at $575 per quarter

*Please note that our pricing is an estimate and subject to change due to complexity and hours of work required.

Do not hesitate to get in touch with us today to find out more about the services we provide. We look forward to being part of your team.

Why Partner With Us?

Save time and money

Our team is ready to deliver the information you need to navigate and thrive as an entrepreneur in an ever-changing economic environment.

Reliable team

We make sure you're financially sound so you can dedicate your time and energy to what you love! Extend your organization's grow your customer base, and make it more profitable.

Support your business processes

We understand the challenges of running a small business and can help you customize a system that fits your needs.

Quality Assurance

We work together with the same goal, and we aspire to maintain the highest level of integrity.

Our Clients Love Us!

"I’ve been blessed to have previously been a business partner, and now a client, of Athena CPA’s & Advisors.  Laura Zarrate CPA has an incredible bio for her age (I encourage you to request such), a huge passion for those around her to succeed, and she proved you can teach an old dog new “tech tricks!

I very highly recommend Laura and her team for your budgeting, accounting, tax planning, and preparation needs."

- James R. Pews (Founder, FL)

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