At Jaxes Financial Services, we offer flat-rate, transparent pricing for a wide range of individual, business, and estate tax and accounting services.
Whether you’re filing a simple tax return, cleaning up years of financial records, or managing estate administration, we combine strategic insight with efficient execution.
Every service includes secure online communication, thorough documentation, and responsive support—without extra fees for emails, edits, or questions.
We offer bundled discounts for clients with multiple service needs, ensuring efficient coordination and real savings.
Jaxes Taxes Corporation
Simple Individual / Family Income Tax Return Preparation and Filing, Federal and State
Starting at $525/return
Includes conversations to gather the relevant information, secure online file transfers and storage, return preparation, and filing.
Simple Small Business Income Tax Return Preparation and Filing, Federal and State
Starting at $525/business return
Includes conversations to gather the relevant information, secure online file transfers and storage, return preparation, and filing.
Individual Federal Tax Planning
$130/hr, 3 hours minimum retainer
We propose tax strategies to help you reduce your tax burden while accomplishing your non-tax goals.
We will perform these services by:
- analyzing your financial situation,
- performing tax research,
- and delivering a written “Summary of Findings and Tax Plan” to you.
Amended Tax Return Preparation and Filing, Federal and State
Starting at $525/return
Did your previous Return Preparer mess up? Though they were likely well-meaning, you got a lower refund back than you deserved. We’ll review your return for free. We’ll only take you on if we are confident that you can get a larger refund.
While it may seem like it should be a simpler task to amend a return, it’s definitely more work: the initial review, data entry, extra forms, research, and expertise that it takes to get you a larger refund are definitely worth the time and money.
Complex Individual or Business Income Tax Return
Starting at $525/return + $130/hr
Includes conversations to gather the relevant information, secure online file transfers and storage, return preparation, and filing.
Business Tax Reclassification
$200/business
Changing from:
- Single Member LLC to C Corp.
- Single Member LLC to S Corp,
- C Corp to S Corp,
- LLC Partnership to S Corp,
- etc.
Jaxes Books & Accounting Corporation
Monthly Bookkeeping
Starting at $300/month
These services are vital for managing a business, and for preparing to file Income Tax Returns.
- Categorizing and Splitting Transactions
- Inputting Bills, Receipts, Checks, Deposits, Etc. and Attaching Source Documentation
- Requesting Transaction Documents and Clarifications
- Reconciling Bank Accounts, Credit Cards, Accounts Receivable, Accounts Payable, Payroll, Loans, Etc.
Monthly Accounting
Starting at $300/month
- Chart of Accounts: Generation, Organization, and Maintenance with Methods Tracking
- Monthly Adjusting Journal Entries
- Detailed Transaction and Account Reviews
- Deliverables: Balance Sheet, Income Statement, Cash Flow Statement
Financial Books Cleanup
Starting at $3,000/yr or $130/hr
We put your Accounts and Financial Statements back in order.
Pricing is a 20% discounted rate compared to had we performed the work monthly ($300 * 12 = $3600). The rate increases with work based on the number of months, the number of transactions, and the clarity of banking information.
On-Staff Accountant Support
Starting at $500/month
- Training and Supporting a Client’s On-Staff Bookkeeper or Accountant
Monthly Payroll Services
Starting at $200/month
You need payroll services to simplify the headache from when:
- You own an S corporation or hire your first employee, needing to file regular employment tax returns and workers comp, including year-end W-2s.
- You pay more than $600 to contractors and need to file 1099s.
- You track employee time, bonuses, commissions, and benefits.
- You need help knowing your options and managing business insurance and benefits, such as group health, dental, vision, or life insurance.
- You want to offload the constant reports, forms, filings, and worry of employment taxes.
CFO Services
Starting at $1500/month
- Budget Crafting and Variance Analysis
- Cash Flow, Accounts Payable, and Accounts Receivable Management
- Business Process Analysis, Consultation, Distillation, Documentation, and Management.
Individual Financial Advisory
Starting at $130/hr
- Introducing and guiding through financial investment options and their financial, legal, and tax implications.
- Discussion of Client Goals and determining a plan to acheive those goals through financial action.
- Discussion of debt and leverage, investment portfolios, small business options, gift taxes and trusts, real estate, etc..
Estate Administration Accounting Services
Starting at $1000/ per 500k in the Estate; Tax Return Preparation requires an additional charge
We provide comprehensive accounting services to support personal representatives in administering estates. Our services include:
- organizing and inventorying estate assets,
- maintaining financial records,
- reconciling bank transactions,
- preparing interim and final financial reports,
- estate tax return preparation (Forms 1041 and 706),
- and provide formal estate accountings suitable for court filings or beneficiary review.
Our services are synergistic and we pass savings on to you. Discounts are available for clients requiring several services.
We use flat-rate billing and do not charge extra for communication, meetings, report requests, edits, or fixes. However, we track time and will reassess our recurring billing accordingly.
Additional Notes about Rates:
- Rates are minimum rates and increase with the complexity of accounting, the number of months, the number of transactions, or the clarity of banking information.
- If manual entry of banking transactions is required, then expect double the usual rate.
- Rates do not include QuickBooks Online Subscriptions.
- We will not accept responsibility for client banking passwords or usernames for reasons of client and firm security, separation of duties, and complete elimination of the remote possibility of mishandling of funds.
- There is an exception for cash-flow management with CFO Services
- Accounting services cannot be combined with CFO Services.
Note For Tax Return Preparation:
- We will send you an engagement letter to review and sign. This engagement letter details what services we provide and how we provide them.
- Upon acceptance of the engagement letter, you will pay a $100 non-refundable deposit to cover onboarding costs prior to our meeting.