How much do we charge?

We believe fees shouldn’t limit access to advanced tax knowledge and excellent service. We work with your budget.

Cloud-based, full service payroll

Simple Payroll & Contractor Pay

Fee Schedule
$ 4 per check processed, $44 per quarter
  • Full Service Payroll Processing
  • E-filed Quarterly Payroll Tax Returns
  • Automated Payroll Tax Payments
  • Employee Self-Service and App Access
  • Workers' Comp Audit Preparation
  • Unlimited Schwartz Support
Popular

Advanced Payroll + HR

Fee Schedule
$ 8
50
per check processed, $85/quarter
  • All Simplified Payroll features
  • Time & Attendance Tracking
  • Pay as you go Worker's Compensation
  • PTO Tracking & Time Off Requests
  • Access to HR Support
  • Employee benefit plan integration

SchwartzBooks Online Accounting Services

Bronze

After-the-fact Accounting Services
$ 175 starting monthly cost, which includes:
  • Profit & Loss Statement
  • General Ledger
  • QuickBooks Online Subscription
  • Sales Tax Return Preparation
  • Bank/credit card reconciliations

Silver

After-the-fact Accounting Services
$ 275 starting monthly cost, which includes:
  • All Bronze Level Features
  • Balance Sheet Preparation
  • CFO Style Financial Reports/Insight
  • Weekly accountant review
  • Payroll Service Discounts
Popular

Gold

Full Accounting Services
$ 675 starting monthly cost, which includes:
  • All Bronze & Silver Features
  • Fully outsourced AP & AR
  • Advanced, customized reporting
  • Daily, real-time reconciliation
  • Tax Preparation Included

Other Financial Services

Financial Planning

Planning for the future
$ Free Consultation with a CFP
  • Want to lower your taxes?
  • Do you have enough money to retire?
  • Is your retirement plan insured?
  • Are you hesitant investing in the market?
  • Are you aware of the time value of $?

Tax Resolution

Fixing past tax issues
$ 175 per hour
  • Can't pay your tax debt?
  • Need to amend a return?
  • Received a scary tax letter?
  • Need to set up a payment plan?
  • Want to make an offer in compromise?
Popular

Audits

Representation you can count on
$ 275 per hour
  • Audit representation for tax audits:
  • IRS/FTB - income tax audits
  • BOE/CDTFA - sales tax audits
  • EDD - payroll tax audits
  • CPA audits billed/serviced separately

Income Tax Preparation

Individuals

Income Tax Preparation
$ 95 Minimum Fee
  • Form 1040 Tax Preparation
  • Support/Prep of all states
  • Online record-keeping of tax docs

Corporations

Income Tax Preparation
$ 375 Minimum Fee
  • Form 1120 Tax Preparation
  • Support/Prep of all states
  • Online record-keeping of tax docs

Partnerships, Trusts

Income Tax Preparation
$ 275 Minimum Fee
  • Form 1065 Tax Preparation
  • Support/Prep of all states
  • Online record-keeping of tax docs