2026 PRICING
Tax Preparation, Tax Reduction Planning & Bookkeeping Options
Find the right support for your business and personal taxes. Compare monthly service plans or explore pricing for individual tax returns.
Not an S-corp? Monthly bookkeeping is available for any type of business.
Not an S-corp yet? See if it's right for you.
1. What services do you need?
Choose one. You'll pick your size next.
Included with S-Corp Complete
Included with S-Corp Tax & Compliance
Your books should have every bank and card account reconciled, payroll run through a payroll provider, and owner draws and personal expenses kept out of business accounts or clearly marked. Not quite there? See tax-ready bookkeeping cleanup.
Included with Monthly Bookkeeping
2. How much activity is in your books?
Count your monthly transactions, your bank and card accounts, and people on payroll. If any one is over a level’s limit, choose the next level.
2. How many people are on your payroll, including you?
Count everyone paid through payroll, including you. For this plan, that’s the only thing that sets your price.
2. How much activity is in your books?
Count your monthly transactions and your bank and card accounts. If either is over a level’s limit, choose the next level.
Not sure which level fits? Choose your best estimate. We'll confirm it before you enroll.
3. Which team should prepare your returns?
Both follow the same review process, and Numbers Matter is responsible for every return we file.
Disclosure: consent for the international preparation team
International preparation may involve sharing tax information with preparers outside the United States. Applicable consent requirements will be explained and obtained before information is disclosed. You can select the U.S. preparation team instead.
4. Do any of these apply to you?
Check any that fit. Skip this if none do.
Your estimated monthly plan fee
We'll confirm your service level and final fee before you enroll.
Compare every monthly price
The same prices as above, for every level at once.
| Per month | Coreup to ~75 transactions | Growthup to ~200 transactions | Establishedup to ~400 transactions | Scalemore than ~400 |
|---|---|---|---|---|
| Books and taxesS-Corp Complete | $600 | $995 | $1,195 | $1,595 |
| Books onlyMonthly Bookkeeping | $395 | $695 | $795 | $1,095 |
Bigger than Scale? We'll quote it.
Taxes only (S-Corp Tax & Compliance)
Priced by the number of people on your payroll, including you.
| Per month | 1–3 people | 4–10 people | 11–25 people | 26 or more |
|---|---|---|---|---|
| Taxes only | $250 | $375 | $495 | from $650, quoted |
Need bookkeeping catch-up or cleanup?
Either way, you get a fixed price before we start.
Catch-up bookkeeping
For books that have fallen behind.
We record and reconcile every month you've missed: $295 for Core, $495 for Growth and $795 for Established. Scale is quoted. Months that are already done cost nothing. You get a fixed quote within two business days.
How we count months
A month counts if any bank or card account isn't reconciled for it, or was reconciled with errors we have to fix. Months where we have to request bank statements or separate a lot of personal spending from business spending are 1.5 times the rate. We'll tell you before we start.
More than 24 months behind is quoted after a review. The price only changes if we find months or accounts that weren't in the quote, and we'll ask before doing that work.
Examples: a Core business six months behind pays $1,770 once. A Growth business three months behind pays $1,485.
Tax-ready bookkeeping cleanup
For S-corp books that are up to date but not ready for your return.
We fix what your S-corp return needs, like personal expenses run through the business, your own payroll and year-end balances. We set your level before you pay anything. Start S-Corp Complete within 30 days and we credit half your cleanup fee toward your first month's plan fee.
See cleanup levels and what's included
- Light — $750: 1–2 accounts, a handful of owner expenses to reclassify, or payroll that ran but needs health-insurance or accountable-plan fixes.
- Standard — $1,295: 3–4 accounts, owner spending mixed into business accounts through the year, or shareholder loans and distributions mixed together.
- Heavy — $1,995: 5 or more accounts, equity or shareholder-loan balances that don't tie to last year's return, or missing loan or fixed-asset schedules.
- Beyond Heavy — quoted: Prior-year errors, missing returns or multiple entities.
Corrected payroll filings (a W-2c, an amended 941 or a catch-up payroll run) are $150 each. This is for books that are already recorded and reconciled. If they aren't, catch-up bookkeeping applies instead.
Prefer to pay per return?
Not ready for a monthly plan? We also prepare personal and business tax returns one at a time. Personal returns from $470 and business returns from $895, including audit defense.
Ready to confirm your fee?
Book a free 30-minute call. We'll look at your books with you and confirm your service level and final fee before you enroll.