Pricing
Our Pricing And Packages
Explore our competitive pricing tailored for new businesses, established businesses, or individuals and families.
Better Books for Better Business
Business Accounting Services
All packages include accounting & receipt capturing software, secure client portal for documents, reconciliations of transactions, and recurring touch points for a flat rate. Accounting Packages have a required, non-refundable fee of $175.00 to start. To begin services, a 35% deposit is required and a signed contract.
Micro Package
$375
Per Month
Accounting Software and Implementation- Client Portal and Document Storage
- Quarterly Reconciliation of 2 Business Accounts
- Quarterly Management Reports
- Quarterly Touchpoints
Essential Package
$875
Per Month
- Everything in "Micro Package"
- Monthly Reconciliation of 4 Business Accounts
- Accounts Receivable
- Accounts Payable
- Monthly Management Reports
- Monthly Touchpoints
VCFO Package
$2500
Per Month
- Everything in "Essential Package"
- Forecasting, Budgeting, and Cash Flow
- Annual Tax Planning, Preparation, & Compliance
- KPI Development and Monitoring
- Risk Management
- Unlimited Strategy Consulting
Payroll Services and Other Tax Planning Services are available as an optional add on.
a simpler tax season
Business Tax Services
We offer several to meet the needs of small business owners. All packages include the accounting & receipt capturing software, a secured client portal for documents & deliverables, tax planning, reconciliations of transactions, and re-occurring touchpoints for a flat rate.
Tax Preparation
$750
Fixed Price
- Federal Forms 1040 Schedule C/E, 1065, 1120, 1120S
- One State and Associated Cities
- Virtual Consultation
- Client Portal for Document Storage & Signature
Business Tax Planning
$1200
Fixed Price
- Tax Liability Projection & Strategy Session
- Review of Tax Deductions and Credits
- Retirement & Investment Planning
- Entity Structure Evaluation
- Tax Compliance Review
- Action Plan and Timeline
Tax Time Cleanup
$3500
Fixed Price
- Business Tax Preparation
- Accounting & Bank Reconciliation for 12 Months
- Fixed Asset Amortization Schedule for Depreciation (Assets > $5000)
- Formally Prepared Management Reports - Profit & Loss and Balance Sheet Statements
- Virtual Consultation
Payment plans available upon request. All tax filings include the appropriate federal forms, one state, and associated cities as applicable for e-file for a flat rate. Each client completes a contract, tax questionnaire for the year, and receives access to a client portal where all supporting documents are uploaded. OPTIX does not perform audit protection or negotiations with the IRS on behalf of the client.
Turn Tax Season into relax season
Individuals and Families
OPTIX offers fixed pricing for our virtual tax preparation services. All tax filings include the appropriate federal forms, one state, and associated cities as applicable for e-file. Each client completes a contract, tax questionnaire for the year, and receives access to a client portal where all supporting documents are uploaded. OPTIX does not perform audit protection or negotiations with the IRS on behalf of the client.
Individual/Family Tax Prep
$375
Fixed price
- Federal Forms - 1040 (S, HOH, MFS, W)
- One State and Associated Cities
- Up to 3 Dependents
- Virtual Consultation
- Client Portal for File Upload and Deliverables
- Please add $150 for Married Filing Jointly (MFJ)
Tax Strategy Session
$700
Fixed price
- Tax Liability Projection & Strategy Session
- Review of Tax Deductions & Credits
- Retirement & Investment Planning
- Action Plan and Timeline
Find Your Way
Advisory and Consultation
Not sure what you need? Let's talk about your goals and find the right direction.
Strategic Planning and Advisory
$875
Starting at
- Up to 5 Hours of Business Consulting
- Discuss Financial and Tax Strategy With an Expert
- Identify Key Business Metrics and Goals for Profitability
- Time Allocated Monthly or However You See Fit
New Business Formation
$375
Starting at
- Articles of Organization
- Registered Agent
- Employer Identification Number (EIN)
- Formal Company Operating Agreement
- FinCen Beneficial Ownership Information Report (BOIR)
mid-sized-minority-owned
Solo Entrepreneurs
mid-sized-minority-owned
Solo Entrepreneurs
Why Clients Love Us
We're dedicated to accuracy, integrity, and excellent customer service.
“This company is amazing. You will not find another company that is as professional, caring and will go the extra mile for you.”
Karen Maxwell-Bell
Individual Tax Services
"Lynn has been absolutely amazing every step of the way! From the introduction "see if we're a good fit" call all the way through the onboarding/training portion. She has been available all along the way to answer any and all questions I've had (and I had a LOT) and has patiently explained and even re-explained any concepts or principles I was struggling to grasp."
Sunil Mohinani
LaunchPoint Support LLC
Accounting Services
Accounting Services
"OPTIX has been handling my business and personal taxes for two years - their service has been awesome. They are very responsive, trustworthy, and efficient. I have referred three clients to OPTIX and they have been very pleased with their services."
Andrea Taylor
Individual Tax Services
READY TO GET STARTED?
Book Your Free
Consultation
Ready to save money? Maximize your return? Or maybe you’re just looking for some expert guidance? Book your consultation today!
