Service Packages

POLARIS TAX & ACCOUNTING

Our Services Packages

The Accountant
Starting at $ 295
Monthly
Xero Accounting Software
Monthly Bookkeeping
Monthly Financial Reports
Quarterly Video Conf. Meeting
 
 
 
 
 
 
 
 
 
The Advisor
Starting at $ 472
Monthly
Xero Accounting Software
Monthly Bookkeeping
Monthly Financial Reports
Monthly Video Conf. Meeting
Quarterly Tax Reduction Planning
Quarterly Tax Projections
One Business Tax Return
One Personal Tax Return
Limited IRS Representation
 
 
 
 
The CFO
Starting at $ 858
Monthly
Xero Accounting Software
Monthly Bookkeeping
Monthly Financial Reports
Monthly Video Conf. Meeting
Quarterly Tax Reduction Planning
Quarterly Tax Projections
One Business Tax Return
One Personal Tax Return
Comprehensive IRS Representation
Key Performance Metrics
Executive Business Dashboard
Goal Setting Dashboard
Budgeting & Cash Flow Projections

Pricing & Package FAQ’s

Will the starting prices listed above differ from my actual fee?

The pricing listed above represent our minimum starting fees based on our service packages. However, our prices are established on an individual client basis by considering several factors including your business complexity, business growth, type of industry and, the overall scope of our engagement. Therefore, your actual monthly fees may vary from the pricing listed above.

How long is the engagement period?

Our engagements are for a term of twelve months however you can cancel at anytime with a thirty day notice.

Can you assist with the preparation of a prior year tax return, or prior year bookkeeping?

We can assist with the preparation of prior year returns or prior year bookkeeping, our pricing will be based on your individual unique situation and the overall scope of our engagement.

Are there any additional charges or costs than what I see above?

If you have rental properties, investments, additional state or local returns, we may charge additional fees, we will provide a detail proposal based on your unique situation.

What is your average response time if I have any questions?

Our normal business hours are 9 A.M. to 5 P.M. Eastern Standard Time Monday through Friday. Our standard response time for emails is within 48 hours with exceptions for holidays and weekends. However, Accounting and Tax Inquires often require additional information and/or research therefore, complex questions requiring extensive research will require additional time to respond.

Have More Questions?

We have a Frequently Asked Questions section with answers ranging from our firm to our processes.