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Financial Data Analysis (for Tax Preparation)

Analysis of client-provided financial records for tax preparation purposes, including review of income and expense classifications, reconciliation of activity to supporting documentation, and identification of inconsistencies or missing information.

This service is performed to support accurate tax reporting and compliance and does not constitute an audit, review, attestation, or assurance engagement. No assurance is provided, and no financial statement report is issued.

This service may include reconciliation of bank accounts, credit cards, and payment processor activity to available third-party documentation such as statements, invoices, receipts, and reports, as necessary for tax preparation.

A minimum of five (5) billable hours applies to this service. Any time required beyond the initial five (5) hours will be billed at the standard hourly rate of $107.00.

Price shown is for Sole Proprietorships. Please choose "Other Business Entity Type" below for LLCs, partnerships, corporations, or non-profits.

Available Addons

Sole Proprietorships (complicated)
$88.55 USD One Time
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Limited Liability Company and Partnerships
$463.32 USD One Time
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C-Corps, S-Corps and Non-Profit Corporations
$562.74 USD One Time
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