Our current tax code is incredibly dense, but it is also rich with opportunities for tax savings and benefits. However, the deep knowledge and experience base required to unlock these hidden opportunities keeps most people from ever realizing them.

With our powerful combination of institutional experience and our more direct, personalized approach, we can help you get everything you deserve. We utilize the latest practices and technologies to work efficiently, and we are incredibly responsive to your individual needs.

Equally important, we also help you avoid the common errors the IRS is committed to investigating on self-prepared returns. If you are concerned with preserving wealth longevity, we can provide full-scale tax advice across financial planning, wealth transfer, trusts and estate planning that will help you preserve your legacy. Intelligent tax planning can never begin soon enough.

Service Options & Pricing Menu

*Base price only. Actual price charged may increase based on complexity, the amount of time required to complete the tax return or other reasons that may be outside of our control.

Individuals Tax Return Preparation

Pricing starts at

$325

per tax return*

Package Includes:

Professionally prepared federal & state(s) personal income tax return

Access to a private workspace in our custom developed, secure and mobile friendly client portal

Unlimited free in-person or remote consultation with our CPAs and licensed professionals

1 hour of free IRS audit or examination support

E-File capability for federal and all 50 states

Small Business Basic

Pricing starts at

$1500

per tax year*

Package Includes:

Professionally prepared federal & state(s) business income tax return(s)

Professional prepared federal & state personal income tax returns for the business’ owners

Access to a private workspace in our custom developed, secure and mobile friendly client portal

Unlimited free in-person or remote consultation with our CPAs and licensed professionals

1 hour of free IRS audit or examination support

E-File capability for federal and all 50 states

Small Business Plus +

Pricing starts at

$450

per month*

Package Includes:

Monthly bookkeeping services utilizing QuickBooks Online

Preparation of monthly financial statements including profit & loss and balance sheet

Collection and storage of required W-9 forms for independent contractors

Preparation and electronic submission of Form 1099-MISC fi lings for independent contractors (up to 10 filings included at no additional charge)

Professionally prepared federal & state business income tax return(s)

Professional prepared federal & state personal income tax returns for the business’ owners

Plus all of the Small Business – Basic package features

Private Workspaces for Streamlined and Secure Communication

At Caroprese & Company, we believe in leveraging technology to enhance our services and improve our interactions with our clients. Each of our clients receives access to their own private workspace on our custom developed and state-of-the-art client portal.

Testimonials

Caroprese & Company helped me untangle a complicated tax issue with the IRS. I could not be more grateful for their kind service, great communication, and advanced level of expertise. Thank you!

— Hannah Pechter, Fashion Manager

As a small business owner, I wear multiple hats on a daily basis. When I realized that as a business we were lacking when it came to transparency into our financial performance, I decided to look to Caroprese & Company for their accounting expertise. Brandon and his team of professionals eased this burden by providing a “hands-on” approach to managing our finances and tax filings. We feel as if the staff at Caroprese is an integral part of our team.

— Patrick O'Keefe, Business Owner

I really enjoy the comfort and peace of mind I get from having Caroprese as my professional accounting firm. The staff takes the time to truly understand my business and personal life, which has yielded significant results. It’s always a pleasure working with the team.

— Andrea Montalvo, Professional Athlete

Choosing Caroprese & Company exceeded our expectations. They listened to the goals of our organization and aligned a plan to help us achieve them without breaking the bank. They were completely upfront with cost and deliverables which helped us promptly prepare for fund-raising in schedule with our meeting dates. I would highly recommended Caroprese for financial accounting advice and tax services.

— Joe LaRossa, Business Executive

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