CMR Associates Service Price Estimator
Use this tool to get a quote for our most popular services. Please book a call with one of our CPAs to discuss other service options.
Please note, price quotes subject to a signed engagement letter. We will honor our price quote but we need to confirm expectations and timing are aligned.
Get your quote now and then book a call with a CPA to finalize your engagement letter.
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Tax Preparation
Tax Preparation - Pricing includes one scheduled review meeting. Tax planning pricing starts at $319/month.
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Tax Planning
Tax planning is a proactive approach to minimizing taxes. It is very hard to save taxes after the fact so a proactive approach works best for high earners.
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Bookkeeping
Business Bookkeeping Benefits
● Make better decisions based on accurate records.
● Identify tax opportunities during the year instead of after the year-end when it is too late.
● Avoid unnecessary partner disputes by relying on a third party to maintain the books.
● Free up time to focus on growing the business.
● Stay updated on accounting best practices.
● Access government programs and tax credits.
● Advanced tax strategies are only available if you maintain books and records.
Please choose an
option
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137
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401k Audit Report
We provide 401k audits for clients with over 100 employees. We cannot provide these services and also provide bookkeeping or CFO services.
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Fractional CFO/Controller
For companies with active management, we provide all the training and hardware for full-time,
dedicated staff so you can grow your business without worrying about accounting training or turnover.
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New Business Formation
Preparation and filing of LLC or Corporation formation documents within the chosen state.
This includes:
File articles of Organization with State
Obtaining a U.S. employer identification number ("EIN" or "federal tax ID") from IRS
Providing U.S. tax advice with respect to entity type and jurisdiction, and checking name availability within the chosen state
Price does not include filing fees, which vary from state to state.
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Services selected are priced on a monthly basis and quote is adjusted accordingly. Deposit required based on agreed term.
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