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Pricing

Individual Tax Return Pricing

Individual tax return pricing varies depending on the complexity of your filing β€” including self-employment income, rental properties, investment portfolios, multi-state returns, and more. Contact us for a tailored quote β€” transparent pricing before we begin.

Business Plans

Business Tax Return & Accounting

Pick a plan that scales with your business. All plans include access to our app, portal, and monthly consulting.

Pricing depends on the volume of transactions, number of entities, payroll needs, state filing requirements, catch-up bookkeeping, and how much advisory support you want during the year. We review those details before recommending a plan, so you understand what is included before work begins.

Some clients only need annual preparation and a clean checklist. Others need monthly reconciliations, tax planning, estimated payment reminders, payroll coordination, or financial reports they can use to make decisions. The goal is to match the scope to the work required, not force every client into the same package.

Essential

Provides essential consulting services to optimize tax savings.

$99/month
  • Access to the Dynamic App
  • Portal Access
  • Monthly Consulting
  • Proactive Tax Planning
  • Quarterly Estimated Tax Payments
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Most Popular

Gold

Designed for businesses needing accounting support and tax-saving strategies.

$349/month
  • Everything in Essential
  • Dedicated Bookkeeper
  • Monthly Bookkeeping
  • Customized Financial Reporting
  • Financial Planning
  • Payroll Service Setup
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Platinum

A comprehensive, all-inclusive tax and accounting solution.

$499/month
  • Everything in Gold
  • Priority Support
  • Dedicated Tax Advisor
  • Enhanced Monthly Consulting
  • Business Tax Return Preparation
  • State Income Tax Return
  • Personal Tax Return Preparation for Responsible Party
  • Issuance of 1099 for Contractors
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Tell us about your business

Pick the plan you're considering and we'll follow up with a clear next step.

Bronx

2044 McGraw Ave., Bronx, NY 10462

Queens

168-29 Hillside Ave., 2C, Jamaica, NY 11432

Buffalo

1989 Clinton St., Buffalo, NY 14206

New Jersey

63 Union Blvd., Totowa, NJ 07512

Pricing FAQs

Common pricing questions

  • How much does an accountant cost at Dynamic Tax?
    We offer transparent flat monthly pricing: the Essential plan is $99/month, Gold is $349/month, and Platinum is $499/month. Individual tax returns are quoted based on complexity. There are no surprise hourly bills β€” you know your cost upfront.
  • What's included in the $99/month Essential plan?
    The Essential plan ($99/month) includes access to the Dynamic App and secure client portal, monthly consulting, proactive tax planning, and quarterly estimated tax payment guidance β€” ideal for self-employed individuals and freelancers who want professional oversight without enterprise pricing.
  • What's the difference between the Gold and Platinum plans?
    Gold ($349/month) adds a dedicated bookkeeper, monthly bookkeeping, customized financial reporting, financial planning, and payroll setup. Platinum ($499/month) includes everything in Gold plus priority support, a dedicated tax advisor, and full business, state, and personal tax return preparation with 1099 issuance.
  • Do you charge hidden fees or add-ons for tax preparation?
    No. Unlike many national online bookkeeping services that bundle a low monthly rate and then charge $1,000-$2,500/year extra for tax prep, our Platinum plan includes business, state, and personal return preparation. We believe in transparent, predictable pricing.
  • How much does it cost to file an individual tax return?
    Individual returns are quoted based on the complexity of your situation, including income sources, deductions, states filed, self-employment, and other details. Contact us for a clear quote before any work begins β€” no surprises.

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