Pricing | Ironcrest Strategic Advisors

Tax Preparation Services

Starting at $149

Individual Tax Return

Form 1040 + 1 Supporting Schedule

Accurate, IRS-compliant filing for W-2 earners, freelancers, investors, and rental property owners.

Starting at $450

Business Tax Returns

Federal tax filings for LLCs, sole proprietors, and partnerships, including deduction optimization and compliance review.

Get Started

Monthly Bookkeeping Packages

$199/month

Starter

Up to 75 transactions per month

Includes categorization, reconciliations, monthly financial statements, and support.

Choose Plan

$349/month

Growth

Up to 150 transactions per month

Ideal for growing small businesses needing consistent reporting and oversight.

Choose Plan

$499/month

Pro

Higher transaction volume

Advanced reporting, enhanced reconciliation, and priority support.

Choose Plan

QuickBooks Cleanup Services

Starting at $250

QuickBooks Cleanup & Catch-Up

For messy, outdated, or inaccurate books. We restore accuracy and prepare IRS-ready financials.

Get Started

Consultation

$49

One-Time

One-Time Consultation

Consultation fee is credited toward your first service.

Book Consultation

Tax Advisory & Planning

$95

One-Time

Tax Advisory Session

Personalized tax analysis

Savings opportunities

IRS compliance guidance

Entity selection recommendations (if applicable)

Book Session

Starting at $149/month

Monthly Tax Advisory Retainer

Ongoing tax planning

Quarterly estimated tax calculations

Deduction optimization

Year-round IRS strategy support

Priority email access

Choose Plan

$299

One-Time

Business Tax Strategy Package

Ideal for new or existing businesses needing clarity on:

LLC vs S Corp classification

Self-employed tax optimization

Estimated taxes

Payroll tax implications

Deductible business expenses

Get Started

Business Formation & Advisory

Professional entity setup and financial framework designed for long-term compliance and growth.

$199

One-Time

LLC Formation Assistance

State filing guidance

Operating structure consultation

Registered agent recommendations (if needed)

Post-formation compliance checklist

State filing fees are paid separately to the state.

Get Started

$75

One-Time

EIN Registration Assistance

We accurately file your EIN application and ensure smooth, error-free IRS processing.

Get Started

Starting at $250

Accounting System Setup (QuickBooks)

Complete QuickBooks account setup

Chart of accounts design

Banking & payment integration

Workflow configuration tailored to your business

Get Started

Starting at $149

Financial Workflow Design

Billing & invoicing workflow

Bookkeeping process mapping

Cash flow monitoring framework

Automation opportunities

Get Started

$99

One-Time

Digital Filing & Documentation System Setup

Cloud folder architecture

Naming conventions

Access permissions

Receipt & document capture automation

Get Started

Transparent & Simple Pricing

Tax Preparation Services

Individual Tax Return

Business Tax Returns

Monthly Bookkeeping Packages

Starter

Growth

Pro

QuickBooks Cleanup Services

QuickBooks Cleanup & Catch-Up

Consultation

One-Time Consultation

Tax Advisory & Planning

Tax Advisory Session

Monthly Tax Advisory Retainer

Business Tax Strategy Package

Business Formation & Advisory

LLC Formation Assistance

EIN Registration Assistance

Accounting System Setup (QuickBooks)

Financial Workflow Design

Digital Filing & Documentation System Setup