Tax & Accounting for Peace of Mind
Taxes are complicated.
Our fees shouldn’t be.
Transparent Pricing.
$200 - Form 1040 (includes: 1 state, Schedule 1, Schedule 2, Schedule 3)
$100 - Schedule A (itemized deductions)
$100 - Schedule C (self-employed / sole proprietor)
$100 per property - Schedule E (rental real estate)
$100 each additional Schedule
$50 each additional Form
$200 each additional state
$125/hour - Catch-up. If you didn’t file last year’s tax return, or maybe it’s been a few years since you last filed, we can help you get caught up and in compliance.
Individual
Business
Form 1120-S | S-Corporation - starting at $750. Typical range: $750 - $1,500
Although we don’t prepare tax returns for C-Corporations, Partnerships, Trusts/Estates, we would be happy to refer you to a trusted professional
Specializing in QuickBooks Online ®, we help small business owners get clarity with their finances.
Less stress, better books, smarter growth
Who we serve: We work with service-based businesses earning under $3M annually and real estate investors, including short-term rental owners. Our practice does not focus on manufacturing or e-commerce businesses.
Core
$195 / month
quarterly financial reports
bank & credit card reconciliations
1099 filing compliance
streamline the Chart of Accounts
ideal for gig workers, freelancers, solopreneurs
Growth
$495 / month
monthly financial reports
bank & credit card reconciliations
1099 filing compliance
streamline the Chart of Accounts
quarterly tax planning
review payroll (no processing)
ideal for a growing business
Strategy
$995 / month
monthly financial reports
payroll processing
bank & credit card reconciliations
1099 filing compliance
streamline the Chart of Accounts
quarterly tax planning & strategy
budget analysis
ideal for an established business making tactical decisions
Personal Finance is Personal
For far too long, it’s been taboo to talk about money. Let’s change that. Personal finance requires a five-step process: assessing your situation, setting goals, creating a plan, executing that plan, and monitoring progress. Let’s develop a strategy to reach your financial goals, reduce stress, and ensure long-term wealth building.
create an intentional spending plan
pay off high-interest debt
pay off student loans
become debt-free
save for a major life event
getting married
buying a house
starting a family
improve your credit score
Lotus Tax LLC is proudly owned & operated by Stacy Plummer, EA. As an Enrolled Agent and QuickBooks Online® ProAdvisor, she’s passionate about breaking down complicated tax matters and creating clear, organized financial reports.
