Pricing & Bundles
Bundle pricing reflects savings over purchasing services individually. Prices are starting rates and may vary based on complexity, travel, turnaround time, and document volume.
Consultations
| Service | Starting Price |
|---|---|
| Free 15-Minute Consultation | Free |
| Initial Consultation (30 minutes) | $35 |
| Initial Consultation (60 minutes) | $65 |
Service Bundles
| Bundle | Includes | Starting Price |
|---|---|---|
| 1. Tax Preparation Bundle | Individual Tax Return, Tax Consultation, IRS Notice Review, Tax Organizer, Electronic Filing | $325 |
| 2. ITIN & New Taxpayer Bundle | ITIN Consultation, W-7 Preparation, Identity Verification, ITIN Application Assistance, Initial Tax Consultation | $425 |
| 3. IRS Letter Response Bundle | IRS Notice Review, IRS Response Letter Preparation, Tax Document Review, Follow-Up Consultation | $225 |
| 4. Homebuyer Document Bundle | Mortgage Application Assistance, Document Organization, Loan Package Review, Notary (if applicable), Courier Coordination | $275 |
| 5. Real Estate Closing Bundle | Mobile Notary, Loan Signing, Buyer/Seller Package, Courier Service, Evening/Weekend Availability | $225 |
| 6. Estate Planning Bundle | Will, Trust, Power of Attorney, Advance Directive Notarizations, Mobile Notary | $275 |
| 7. Family Document Preparation Bundle (Administrative Support Only) | Custody Forms, Child Support Forms, Guardianship Forms, Affidavits, Notary | $375 |
| 8. Business Startup Bundle | Business Consultation, LLC Assistance, EIN Assistance, Operating Agreement Preparation, Business Forms, Capability Statement, SAM Registration Assistance | $995 |
| 9. Grant & Nonprofit Bundle | Grant Research, Grant Application Assistance, Budget Development, Board Packet, Administrative Support | $1,250 |
| 10. Employment Success Bundle | Resume, Cover Letter, Employment Applications, Professional References | $225 |
| 11. College Success Bundle | College Applications, FAFSA Assistance, Scholarship Applications, Enrollment Documentation | $275 |
| 12. Government Benefits Bundle | SSDI/SSI Assistance, SNAP/FNS, Medicaid, Housing Assistance Applications | $295 |
| 13. Credit Recovery Bundle | Credit Dispute Letter, Debt Validation Letter, Budget Worksheet, Financial Organization Consultation | $225 |
| 14. Transcript Services Bundle | Audio or Video Transcription, Meeting Minutes, Unofficial Transcript Preparation, Optional Timestamping | Starting at $175 (up to 60 minutes of audio) |
| 15. Affidavit & Notary Bundle | Administrative Affidavit Preparation, Sworn Statement Preparation, Mobile Notary, Copies & Printing | $150 |
Premium Service Bundles
| Package | Includes | Starting Price |
|---|---|---|
| New Business Complete Launch Package | Business Startup + Tax Consultation + Notary + Capability Statement + Compliance Review | $1,495 |
| Small Business Compliance Bundle | Quarterly Tax Planning, Business Consultation, IRS Letter Assistance, Record Organization | $595 |
| Homebuyer Complete Package | Mortgage Documents, Notary, Loan Signing, Courier, Document Organization | $450 |
| Estate Protection Package | Estate Planning Documents, Mobile Notary, Copies, Secure Document Organization | $395 |
| Taxpayer Peace of Mind Package | Annual Tax Return, IRS Letter Review, One Tax Consultation, Tax Organizer | $450 |
| Professional Document Package | Five professionally prepared business or personal documents plus formatting and PDF conversion | $275 |
Membership Options
ATP Essential
$29/month
- One 15-minute consultation each month
- 10% discount on most services
- Priority scheduling
- Secure document storage (where available)
ATP Professional
$59/month
- One 30-minute consultation each month
- 15% discount on most services
- IRS notice review (one per year)
- Discounted tax preparation
- Priority scheduling
ATP Business Advantage
$149/month
- Monthly business consultation
- Quarterly record review
- Business administrative support
- Priority scheduling
- Discounted document preparation
- Preferred pricing on tax services
Optional Add-On Pricing
Unless otherwise stated, all bundle prices include only the services specifically listed within that bundle. Services not expressly included will be quoted separately. The following add-ons can apply to any bundle:
| Service | Starting Price |
|---|---|
| Administrative Document Preparation | $60 per hour or $50 per document |
| Complex Document Preparation | Starting at $100 per document |
| Additional Forms (same appointment) | $25 each |
| Additional Affidavits | $35 each |
| Printing | $0.25 per black & white page / $0.75 per color page |
| Copies | $0.25 per page |
| Scanning | $0.25 per page |
| Faxing | $2 first page / $1 each additional page |
| Certified Mailing Preparation | $20 plus postage |
| USPS/UPS/FedEx Shipping Coordination | $20 plus shipping costs |
| Local Courier/Document Delivery | Starting at $35 |
| Rush Service (Same Day) | Starting at $50 |
| After-Hours Appointment | $35 |
| Weekend Appointment | $50 |
| Holiday Appointment | $75 |
| Travel & Mobile Service Fees | Starting at $35 |
| Mileage Beyond Included Service Area | IRS standard mileage rate or applicable business mileage rate |
| Waiting Time | $30 per 30 minutes after the first 15 minutes |
Bundle Savings
Clients who purchase bundled services typically save 10%–20% compared to purchasing each service separately. Customized bundles are available upon request.
All prices are starting rates. Final pricing is based on service complexity, travel, document volume, turnaround time, and any third-party filing or government fees. A personalized quote will be provided before work begins. Please review our Service Disclaimer.