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Kimberly Marie Tax Services
Flexible options

Service Packages

Choose a starting package, then customize it after your consultation.

Choose your level of support

Packages for Individuals and Businesses

Pricing will be quoted based on your scope of service and specific needs.

New Businesses

Business Startup Package

Starting at $400/month

For business clients who need entity compliance, bookkeeping, and tax preparation bundled into one streamlined annual engagement.

  • Entity compliance, including annual report filing, BOI reporting when required, and business license renewal support
  • Monthly bookkeeping for up to 150 transactions per month
  • Monthly financial statements and bank reconciliation
  • Quarterly bookkeeping review
  • Business tax return preparation for Form 1065, 1120-S, or 1120
  • One owner’s individual return with K-1 input
  • Additional owner returns available at a discounted rate
Get Started
Established Businesses

Established Business Cleanup Package

Starting at $500

Focused support for established businesses that need records cleaned up and compliance reviewed before tax preparation.

  • Bookkeeping cleanup
  • Entity compliance check
  • Business tax preparation
  • One owner’s individual tax return
  • Additional owner returns available at a discounted rate
Get Started
Individuals

Individual Package

Starting at $175

Personal tax support designed around current filing needs and upcoming life or financial changes.

  • Individual tax preparation
  • Tax planning for upcoming personal circumstances
  • Personalized review of filing needs
  • Clear quote before services begin
Get Started
Custom support

Need a Different Combination?

Services can be adjusted based on your filing needs, business size, bookkeeping volume, compliance responsibilities, and support preferences.

  • Choose only the services you need
  • Add year-round planning support
  • Combine bookkeeping and tax preparation
  • Request business compliance assistance
Request a Custom Package
Custom Plan Built after a consultation and review of your needs.
Package contents shown here are examples. Final scope, pricing, filing fees, deadlines, and responsibilities should be stated in a written engagement agreement.