Pricing

Our Process

After we assess your business processes, we will give you a choice of three fixed-price plans that best fit your business needs. Choose the plan that works best for you. All packages include QuickBooks Online and Hubdoc licenses, and can be changed at any time to fit the needs of your growing business.
  • Identify Issues

  • Propose Solutions

  • Set-Up

  • Deliver Service

  • Ongoing Support

Call (941) 777-4700 to learn how Sterling Tax & Accounting can add value to your business!

Hourly & Project Work
DIY
Starting at
$1,000
Retainer
The do-it-yourself option, with a little help from us. Book a free consultation
Setup and Conversion
Checkup and Review
Training
Ongoing Support

 

Basic Package
REACTIVE
Starting at
$349
Per Month
The perfect solution for businesses that need to get organized. Book a free consultation
Quarterly bookkeeping
Dedicated Bookkeeper
Email support only (no meetings)
Expense & Receipt Management
Quarterly Financial Reports
State Sales Tax Returns
Business Tax Return
Personal Tax Return
Software Included:
QuickBooks Online
Hubdoc

 

Pro Package
PROACTIVE
Starting at
$649
Per Month
Full-service solution designed for businesses looking to grow. Book a free consultation
Monthly Bookkeeping
Dedicated Bookkeeper
Unlimited Email & phone support (no in-office meetings)
Expense & Receipt Management
Monthly Financial Reports
State Sales Tax Returns
Business Tax Return
Personal Tax Return
Technology Consulting
Annual Budget & Monthly Budget Reports
Software Included:
QuickBooks Online
Hubdoc
BasicTax Planner Pro

 

Sterling Elite Package
STRATEGIC
Starting at
$1,299
Per Month
Take your business to the next level and focus on your passion. Book a free consultation
Weekly Bookkeeping
Dedicated CFO/CPA
Unlimited emails, phone calls, and CPA meetings.
Expense & Receipt Management
Monthly Financial Reports
State Sales Tax Returns
Business Tax Return
Personal Tax Return
Technology Consulting
Annual Budget & Monthly Budget Reports
Compensation Planning
Quarterly Tax Planning Report
Estimated Tax Payment Preparation
Annual Report Filing
Form 1099 Filing
IRS Audit Support and CPA Defense
Priority Service (in front of any Basic or Pro level client)
Software Included:
QuickBooks Online
Hubdoc
Tax Planner Pro w/Full Projection & Planning Module

 

Add-ons

Payroll

$100/mo

+ $6 per employee

Need help with running payroll and filing your returns? We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately. $6 per employee charge applies. Employee benefits available for an additional fee.

Concierge Level Payroll

$210/mo

+ $12 per employee

Standard payroll service plus a Human Resource Service Center, Certified HR Pros and dedicated support.

Reasonable Compensation Study

$450

Preparation of a detailed Reasonable Compensation report that establishes your “Reasonable Compensation” using criteria outlined by the IRS.

Accounts Payable

From

$285/mo

Tired of paying all the bills for the business each month? Our team can take that off your hands. We will receive your bills, and make all payments for you with this add-on feature.

Accounts Receivable

From

$285/mo

We will prepare invoices and send to your customers, plus manage the payments. We use an online system that you can access too.

Tax Planning

$55/mo

With this service, we monitor your income throughout the year and will help you implement strategies that reduce your tax liability each year.

Audit Protection

$25/mo

For a small fee, we’ll handle your IRS correspondence and representation if you’re audited. You won’t have to deal with any of the things that make an audit so stressful—no talking with the IRS on the phone or in-person, no waiting on hold, and no deciphering your tax documents—we’ve got you covered.

Corporation Setup

$450

+ State Fees

Need to file for a Corporation? We’ll file with your state, register for a new EIN and if you’d like to be an S-Corporation, we’ll take care of the forms necessary to make that election.