Pricing

No more hourly charges or surprise bills from your accountant!

Tax Prep Only - 1040 w/Sch. C
$59 monthly
Unlimited Consultations – Please Call Us!
Preparation of Quarterly Estimated Tax Stubs
Mid-Year Tax Planning Meeting with CPA
Personal Tax Returns
Audit Defense
Setup Retirement Plans (SEP IRA, SIMPLE, or 401(k))
 
 
 
 
 
 
 
Individual - Full Service
$249 monthly
Unlimited Consultations – Please Call Us!
Preparation of Quarterly Estimated Tax Stubs
Mid-Year Tax Planning Meeting with CPA
Personal Tax Returns
Audit Defense
Setup Retirement Plans (SEP IRA, SIMPLE, or 401(k))
Bookkeeping with Quarterly Reporting
iPhone/Android App for Receipt Scanning
Personal Email for Document/Receipt Submission
Mobile App Document/Receipt Portal
Prepare and file 1099s
 
 
Corp or LLC - Full Service
$349 monthly
Unlimited Consultations – Please Call Us!
Preparation of Quarterly Estimated Tax Stubs
Mid-Year Tax Planning Meeting with CPA
Personal Tax Returns
Audit Defense
Setup Retirement Plans (SEP IRA, SIMPLE, or 401(k))
Bookkeeping with Quarterly Reporting
iPhone/Android App for Receipt Scanning
Personal Email for Document/Receipt Submission
Mobile App Document/Receipt Portal
Prepare and file 1099s
Payroll Service & Filing of All Returns
Business Tax Returns

Our Philosophy on Pricing: Fixed is Better

Too often we find clients at other firms are afraid to call their CPAs because of the hourly fees.  The unfortunate result is these clients never end up getting the valuable attention they need.  As a real estate agent, you are operating your own business, and businesses cannot afford to ignore the MANY tax deductions available to business owners.  Gardner Financial, LLC has built a system that allows us to focus on real estate agents and deliver services in a highly efficient manner, which is not only convenient but also ensures we locate EVERY tax deduction to which you are entitled as a business owner.  We’re also able to offer real estate agents UNLIMITED consultations, ensuring that we are comfortable no deductions are lost.  More importantly, you will be comfortable knowing you can call us whenever there is a change in your personal or work finances, which allows us to make changes that benefit you from a tax perspective.