Providing professional accounting, bookkeeping, and tax services.

Let us keep your business in order!

Price List

Individual Tax Prep

Form 1040 and related tax matters. Handling all income types, deductions and tax credits. Your friendly, in person service. Drop off or prepared by your side. House calls available. Serving out of state clients by mail or screen share.

1040 Less Complicated

$250 - $450

For Single filers and head of household. Includes Schedule A and B; Simple 1099 int/div or investment sales. Pricing includes other simple single entry matters direct off a form & where you've done the math!

1040 Family +

$350 - $600

Pricing includes most things families with kids encounter - tax wise. Tax credits, education credits, various deductions and multiple income types. Price variance dependent upon refundable credit type and quantity, number of state returns, and other complexities. Does not include rental or business income, NOL or AMT.

Form 1040 Business Tax Matters

$450& Up

Prices vary depending on Scope of your business and required due diligence. Includes rental properties, schedule C businesses, and other taxable business transactions. Discounts given for micro business & freelancer. Accounting and bookkeeping services priced separately by the hour.

The Simple Student - Dependent Add on Return

$50

This price is for existing clients who need to file a return for their dependent children, This is a discounted rate for one W2, federal & one state return. We know they want their withholding back.

Special Considerations

Northeast Tax's mission is to make quality personal financial services available to everyone. We welcome your inquires, please mention your referral sources.

Small Business Programs- For the sole proprietor

Keeping you tax ready using remote services. Cost includes tax prep of your schedule C and form 1040.

Bookkeeping for up to 3 bank accounts

Starting at $200/Month

The basics- Bank reconciliations of up to 3 business accounts routinely throughout the year. Includes access to your accounting professional for dialogue about maintenance and changes to your business transaction.

Bookkeeping, Workers Comp Audits & 1099 filing

Starting at $400/ month

Back Office Back Up- Bookkeeping for up to 3 business accounts keeping you tax ready. Service includes administration of your workers comp audit and preparing year end 1099-misc forms. Assisting with ongoing documentation collection through our year to keep you up to date and reporting ready. Other information reporting extra (1099-Div or Int).

Quickbooks Online Clean up

$700 & Up - by months

QuickBooks clean-up and organization services — streamline your books, fix reconciliations, and correct prior-period errors. We review chart of accounts, untangle duplicate entries, and bring your financials current. Services available individually or per diem to fit your needs.

Customized Options Available

Per-Diem for Job Costing, Systems Set-Up & Training, or temporary coverage as well as other services. Northeast Tax's mission is to make quality personal financial services available to everyone. We welcome your inquires, please mention your referral sources.

Call for additional pricing options & service exchanges.

Client Data Privacy & Security Policy

Protecting Your Information is Our Priority

At Northeast Tax & Business Solutions, we take your privacy seriously. Our firm maintains strict safeguards to protect your personal and financial information—both electronic and physical—from unauthorized access or disclosure.

We never share nonpublic personal information about clients (current or former) except as directed by you or as required by law. Access to client data is restricted solely to the personnel necessary to prepare tax returns, financial plans, and related services.

Electronic Security

Managed IT & System Protection:
Our systems are managed by a professional IT provider that oversees Windows patch management, anti-virus and anti-malware protection, and daily encrypted cloud backups.
Secure File Exchange:
To share sensitive documents, we use "Canopy" canopytax.com, a secure portal accessible from our website. All transmissions are protected with 256-bit SSL encryption, and files are encrypted at rest. Clients can only access their own documents.
Network & Firewall Protection:
Multiple layers of hardware and software firewalls are in place to block malicious activity. All office computers are hardwired to the internal network. For wireless access, we use WPA2+AES encryption with password-protected routers and non-identifiable network names.
Device & Data Disposal:
When technology is retired, hard drives are physically removed and destroyed by an IT professional to ensure data cannot be recovered.

Physical Security

Office Access:
Both Northeast Tax offices maintain strict physical security.
- Our Mystic office is protected by two sets of locked doors—the building entrance and the interior office suite.
- Our Waterford office remains secured and locked at all times when unattended, ensuring client records and equipment are never exposed.
Document Storage:
All file cabinets are locked at the end of each business day, and physical client files are stored only as long as necessary.
Secure Disposal:
Any hard-copy client documents that are not retained or returned are securely shredded according to our record retention policy.

Procedural Security

No Sensitive Data via Email:
We do not send or accept personal information by unencrypted email. Clients are encouraged to use our secure Intuit Link portal for all document exchanges.
Confidential Password Management:
Access passwords for encrypted systems and routers are treated as proprietary business information and limited to trusted personnel only.
Written Authorization for Third-Party Disclosures:
Any sharing of client data with third parties requires written client consent.
Paperless Office Commitment:
We strive for a paperless workflow. Documents older than three years are scanned, archived securely, and then shredded according to our record retention policy.
Document Transport:
Client files rarely leave the office. If necessary, only Angela transports them personally and returns them the same or next day.
Mail Security:
Sensitive documents mailed to clients are sent via USPS with tracking to confirm delivery.
Data Breach Response:
In the unlikely event of a data breach, all affected clients would be promptly notified and offered identity theft protection in coordination with our cyber liability insurer.

Our Commitment

Your trust is our highest priority. We continuously review and enhance our security measures to stay current with technology standards and regulatory requirements under the FTC Safeguards Rule and IRS Publication 4557.

Northeast Tax & Business Solutions