Pricing

At Prisma Tax Group, we believe in providing clear and flexible pricing options to suit every client’s unique situation. Choose the plan that fits your needs and let our experienced accountants guide you every step of the way.

We offer ongoing monthly subscriptions who need support and education year round. Our monthly packages start at the base pricing and prices may vary depending on your business type, income, complexity and number of bank accounts. We are happy to offer a safe, boutique experience with real humans.

Plus
Services On-Demand

Starting at $350/month

For clients who need ongoing maintenance for basic tax and bookkeeping making under $100k a year.

✓ Monthly bookkeeping in QuickBooks 🔍 You’ll be paired to work with a dedicated bookkeeper to track every business transaction in your business. We’ll handle all categorization and reconciliation so you can focus on running your business. Note there may be an adjustment in fees depending on volume of accounts and transactions.
✓ Organized and up-to-date financial records
✓ 1040 tax return preparation 🔍 We will prepare your individual tax return for both federal and state – see below for 1040 pricing breakout.
✓ Access to client portal 🔍 Chat with us! You’ll have year round access to our tax portal to ask us questions year round. We typically reply within 24 hours.

Pro
Retain Our Firm

Starting at $575/month

For clients earning over $100k and an LLC/S Corp. Includes everything from Plus tier plus entity specific tax strategy and proactive guidance throughout the year.

✓ Priority response times
✓ Business tax return preparation 🔍 A complicated Schedule C, S Corporation (1120S), and Partnership (1065) tax preparation
✓ Annual tax advice 🔍 Have a tax question? Just ask—unlimited support is included year-round.
✓ Complimentary document reviews 🔍 If you’re ever audited or receive a notice from the IRS, we’ll be here to support you—at no additional cost. We’ll review any IRS letters or notices and guide you every step of the way.
✓ LLC formation and compliance 🔍 We’ll take care of your LLC setup and help you stay compliant long after it’s formed. From securing your EIN and filing with the state to managing annual renewals and reminders, we make sure your business remains in good standing so you can focus on running it.
✓ Annual tax audit 🔍 Comprehensive annual audit support and guidance to ensure compliance and minimize risks.
✓ Quarterly tax estimate calculations 🔍 Check in with your tax expert every 3 months to stay on top of your quarterly taxes and get personalized answers to all your questions.

Elite
Your White-Glove Partner

Starting at $1500/month

Our most exclusive and all-inclusive offering. Everything in X plus meetings with a certified financial planner, advanced tax strategy and ongoing advisory to protect and grow your wealth. Consider us your outsourced accounting department, every detail is handled.

✓ Dedicated team
✓ Unlimited consultations 🔍 You’ll be matched with a dedicated tax expert who will handle your tax preparation and provide answers to all your questions.
✓ Customized tax strategies 🔍 Unlock access to tax strategies reserved for those serious about maximizing their savings. This subscription tier goes beyond what’s publicly available, offering confidential, high-impact methods tailored to you. It’s tax planning, elevated.
✓ 1:1 consultations with a CFP 🔍 We offer personalized consultations with trusted Certified Financial Planners (CFPs) to help you create a comprehensive financial plan tailored to your goals. Whether you’re planning for retirement, investment strategies, or estate planning, our CFP partners provide expert guidance to help you make confident financial decisions.

Comparison

Everything you need in one monthly fee.

Our tiered plans are designed to help solidify and legitimize your business needs so you can grow and scale. Whether you’re looking for check-ins every quarter or full scale support we can help.

Experienced accountants

Client portal

Monthly bookkeeping

1040 tax return

Priority responses

Document reviews

Dedicated team

Annual tax audit

Unlimited consultations

Business tax return

LLC Formation

Document reviews

Customized tax strategies

1:1 Consultation with CFP

Pro

Plus

Elite

annual tax preparation Services

For when you just need one-time assistance.

For personal tax returns, our base price starts at $400 for a single W-2 employee in one filing state.

Self-employed tax returns start at $650 and include one state filing.

Partnership and S Corp returns start at $1,200 with one state filing.

Every tax prep package comes with a 10-minute consultation with Katherine, which you can use either before or after your return is prepared (but not during the year for ongoing tax planning).

Final pricing may vary based on your unique situation.

Filing with a spouse: +$75

State tax return: +$75 (one state included in base price)

Business or 1099: +$250 for each Schedule C

K-1: +$50

1099 Composite: +$75

Higher Income Level: +$300

Split Allocation: +$75

Rental Property: +$250 each

Sold cryptocurrency: +$125

Sold stock: +$125

Partnerships (base): +$1,200

S-Corporations (base): +$1,200

C-Corporations (base): +$1,200