Our Pricing

Not sure which services are right for you? Contact us to discuss your needs, and we can create a customized plan tailored to your financial and tax goals.

  • All returns include a complimentary review of your prior two years of returns to check for missed savings.

    • Individual 1040 Filing — Starting at $650

      Best for families and individuals seeking accuracy and optimization. Includes federal & one state filing.

    • Complex Individual 1040 — Starting at $1,250

      Designed for rental property owners (Sched E), solopreneurs (Sched C), or investors with portfolios (crypto, RSUs, stock options - Schedule D).

    • Business Entity Returns (1120S, 1065, 1120) — Starting at $1,650

      Comprehensive preparation for S-Corps, Partnerships, and C-Corps.

  • Clean, CPA-reviewed books delivered every month. Never stress about tax season capability again.

    • Essentials Plan — Starting at $350/mo

      For solopreneurs and freelancers.

      Bank & Credit Card Reconciliation (up to 2 accounts).

      Monthly Profit & Loss Statement.

      Email Support + Monthly 15 minute call to review month-end PL.

    • Growth Plan — Starting at $650/mo

      For growing small businesses with higher volume.

      Reconciliation (up to 4 accounts).

      Coordination with Payroll Provider.

      Email Support + Monthly 15 minute call to review month-end PL.

  • A complete financial department for a fraction of the cost of a full-time employee. We bundle tax, books, and advice into one flat monthly fee.

    • The Solopreneur (Silver) — Starting at $750/mo

      Includes: Year-round Bookkeeping (Essentials Plan) + Annual S-Corp/LLC Tax Return Prep + Personal Tax Return Prep.

      Bonus: Annual Tax Planning Meeting (Oct/Nov) to estimate liabilities.

    • The Growth Partner (Gold) — Starting at $995/mo

      Includes: Year-round Bookkeeping (Growth Plan) + Silver services + Quarterly Tax Estimates Calculation + Quarterly 30-min Strategy Call.

      Best for: Businesses generating $200k+ seeking proactive tax reduction strategies.

    • The Virtual CFO (Platinum) — Starting at $1,800/mo

      Includes: Full-service bookkeeping + Monthly Strategy Meetings + KPI Review + Cash Flow Forecasting + Priority Response.

      Best for: Businesses earning $500k–$5M+ needing high-level strategic oversight without hiring a full-time CFO.

  • Pricing dependent on current tax profile

    We will review your Personal and/or Business tax profile and develop a customized tax strategy designed to help you reduce your tax bill.

    Best for: Businesses or Individuals who want a one time tax savings analysis with detailed steps for reduction.

  • Starting at $850 for a 2 Hour Advisement Package

    Thinking of starting or purchasing an existing business? We will walk you through entity setup, the right structure for your business, steps to ensure you are compliant and organized for success. 

    • We will ensure you consider all factors before you start or purchase your business so that you are optimized for tax and financial savings from the start.

    • Best for: Individuals looking to start or purchase a business but don’t know where to begin.

Find the Right Service

Not Sure Which Option Is Right for You?

Every financial situation is different. Contact Ascent Tax & Accounting to discuss your needs, ask questions about our services and pricing, and determine the right level of support for you or your business. We can also tailor a custom plan based on your specific needs.

Schedule A Consultation

Serving Northern New Jersey & Beyond

Ascent Tax & Accounting proudly serves businesses and individuals throughout Northern New Jersey, including Wayne, Fairfield, Little Falls, Totowa, Woodland Park, Franklin Lakes, Oakland, Ridgefield, Parsippany, Montville, Livingston, and surrounding communities across Passaic, Morris, Bergen, and Essex counties. Virtual tax, accounting, and advisory services are also available for clients beyond the local area.

Companies We’ve Worked With