Pricing

Dean & Company is proud to be transparent about our pricing, and as such, we offer price quotes at no charge. To give potential clients an idea of where our prices begin:

  • Individual tax returns start at $275
  • Partnership tax returns start at $675
  • Corporate tax returns (“S” or “C”) start at $795
  • Non-profit tax returns start at $500 for Form 990-EZ and $750 for Form 990 or 990-PF

If you would like an personalized quote for the service(s) you desire, we will need some information and documentation. The following is a list of some of the more common services we provide and what would be needed to calculate your quote. The information can either be dropped off at our office or uploaded to our secure portal. If you would like to use our secure portal, please contact our office so that we can send out an invitation for you to create your account. If you are in need of a service not listed below, please contact our office and we can provide you with a listing of what is needed.

For individual income tax returns, we will need the following:

  • A complete copy of your last filed income tax return, including all states.
  • Any changes to your current year filing requirement as compared to the prior returns filed.

For entity tax returns (Partnerships, S-Corporations, C-Corporations, Non-Profits, Etc.), we will need the following information:

  • A complete copy of your last filed income tax return, including all states and all depreciation schedules.
  • The source documents you provided your prior preparer to prepare you tax returns. For instance, did you hand over a copy of your QuickBooks? If so, please provide a backup of your QuickBooks. Did you hand over bank statements and the prior preparer had to do the bookkeeping? If so, please provide copies of bank statements.

For payroll services, we will need the following:

  • Number of employees and frequency of pay (weekly, semi-weekly, or semi-monthly).
  • Required frequency of payroll tax deposits (semi-weekly, monthly, or quarterly)
  • Do you offer benefits, such as health insurance or a retirement plan and if so, will we be uploading the deposits or will you?
  • Are you already registered for payroll taxes with the IRS, the state, and the unemployment agency or do you need help registering?
  • Level of service required:
    • Full Service – you provide us with the hours and we calculate the payroll and initiate the payments via direct deposit or we provide you with pay stubs for you to write the paychecks yourself. This includes filing all payroll tax filings necessary during the period for which we are engaged to do so.
    • After-the-fact – you calculate your own payroll, you cut the checks to the employees, and you provide us with a listing of each paycheck and its details. We calculate the payroll taxes and submit the payroll tax filings required during the period for which we are engaged to do so.
    • Single-services – you handle most of the payroll yourself, including payroll tax filings, but just want one or two pieces outsources, such as your Virginia Unemployment or the annual W-2’s/W-3 filings.

For bookkeeping services, we will need the following:

  • Copies of all bank statements for the prior 12 months.
  • Copies of all check registers for the prior 12 months.
  • If you have business credit cards, copies of the credit card statements for the prior 12 months.
  • If you already use an accounting software, such as QuickBooks, a backup of your QuickBooks or an accountant’s invitation to your QuickBooks online account.
  • Frequency of the services desired: monthly, quarterly, semi-annually, or annually?