Bookkeeping

At Neese Financial, I believe in fair, customized pricing that reflects the unique needs of each client. Your rate depends on a number of factors—such as the volume of work, the complexity of your books, whether you need invoices and bills managed, and other details specific to your business. Rather than offering blanket pricing, I take the time to understand your situation so I can provide a competitive quote that aligns with the value and care you deserve.

As a thank-you for long-term partnership, I also offer a 20% discount on your tax return if we’ve been working together for six months or more before your filing date. It’s my way of rewarding consistency and making sure your financial journey is both smooth and cost-effective.

Let’s talk about what works best for you—I’m happy to tailor a plan that fits

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Individual Tax Preparation

At Neese Financial, we are committed to transparent and competitive pricing with no hidden fees. Our goal is to help you secure the maximum refund you are eligible for, without compromising your budget. Our tiered pricing structure has been thoughtfully developed to accommodate a wide range of tax situations with care and precision.

Bronze: $160.00 

Form 1040
W-2 Income 
1099-INT and 1099-DIV (that do not require a Schedule B. Under $1500) 
IRS Standard Deduction 
1 State Tax Return 
No Credit

Silver: $250.00 

W-2 Income
1099-INT, 1099-DIV, 1099-B (excludes crypto), 1099-G, 1099-R, RRB 1099-R, and SSA-1099 
1 Tax Credit (EITC, or Child Tax Credit, or Child and Dependent Care Credit) Additional Charge of $30 for each additional tax credit 
Standard Deduction 
1 State Tax Return

Gold: $350.00

W-2 Income
1099-INT, 1099-DIV, 1099-B (excludes crypto), 1099-G, 1099-R, RRB 1099-R, and SSA-1099 
Tax Credits (EITC, CTC, Child and Dependent Care Credit) 
Schedule A (Itemized Deductions) 
Schedule B (Interest and Ordinary Dividends) 
Schedule D (Capital Gains and Losses) - Up to 30 Transactions
1 State Tax Return

Platinum: $450.00 

W-2 Income 
1099-INT, 1099-DIV, 1099-B (excludes crypto), 1099-G, 1099-R, RRB 1099-R, and SSA-1099 
Tax Credits (EITC, CTC, Child and Dependent Care Credit) 
Schedule A (Itemized Deductions) 
Schedule B (Interest and Ordinary Dividends) 
Schedule C (1 Business) or Schedule E (1 Rental-Part 1 only) or Schedule F (Farm Income)
Schedule D (Capital Gains and Losses) - Up to 30 Transactions 
1 State Tax Return

Add-Ons 

Multi-State (Fee is Per additional State): $40.00 
Each Additional Stock Trade (Schedule D/8949): $3.00 
For each additional Rental Property - Schedule E - Part 1 Only: $100.00 
For each additional business - Schedule C: $100.00 
For each additional Farm Income - Schedule F: $100.00 
Forms 1095A and 8962 (Premium Tax Credit): $30.00 
Sale of residential home with no rental: $100.00 
Sale of residential home with rental: $150.00 
Cryptocurrency Trading (Schedule D/8949): $65/Hour 
Schedule K-1: $100+
Amended Return: $100.00 
Hard copy of tax returns: $50.00