Service & Fee Guide

WISEBEING ACCOUNTING · SERVICE & FEE GUIDE

The right support.
A quote built around you.

Tax returns and accounting needs are not all alike. Tell us what you need help with, and we will review your situation before recommending a scope of work and fee.

Personal tax services

Individual and family returns, investment or rental income, overseas matters, and prior-year questions.

Quote based on your situation

Business tax & bookkeeping

Business returns, monthly bookkeeping, and catching up or cleaning up past records.

Scope-based project or monthly fees

Fractional CFO & Controller

Reliable financial reporting, cash flow planning, budgets, and guidance for business decisions.

Flexible support, tailored fees

Starting a U.S. business or unsure where to begin? Those options are included in the request form below.

Know the scope and fee before work begins.

1. Tell us what you need. 2. We review your situation and may ask for additional details. 3. We explain the scope and fee for your approval.

Fees depend on complexity, filing requirements, the condition of your records, and the level of support needed. Additional work is discussed before it proceeds.

Request a personalized quote

No account or payment is needed. You do not need to know the technical terms. Choose the options that sound closest to your situation.

Please do not include Social Security numbers, account numbers, passwords, or tax documents. Document exchange is arranged separately after initial review.

What would you like help with?
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Which types of income or tax matters apply?
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How ready are your tax documents?
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What does your business need?
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What would you like to improve?
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What type of support are you considering?
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Preferred way to hear from us