Tax Pricing & Promotions | Be Well and Co. Financial Consulting

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Tax Pricing

Pricing with purpose

At Be Well & Co. Financial Consulting, we’re more than a tax service — we’re a social enterprise committed to financial empowerment and accessibility. Our goal is to make high-quality tax support available to individuals navigating life transitions, self-employment, global living, and everything in between.

We offer sliding scale rates to support those experiencing financial hardship, especially individuals affected by recent mass layoffs or career transitions. If our rates feel out of reach for you right now, please contact us at info@bewellfinance.org. We have a limited number of reduced-rate sessions available each month. No proof required — just honesty and mutual respect.

Below you’ll find our standard pricing, along with any current promotions. If you’re not sure what service fits your needs, book a discovery call — we’re happy to guide you.

Standard Pricing

Service	Starting Price
Business Returns (Forms 1065, 1120, 1120S)	$700
Expat Schedules Add-On (Forms 2555, 1116)	$100
FBAR Filing (Up to 5 Accounts)	$125
Individual Federal Return (Forms 1040, 1041)	$375
Individual State Return	$125
Federal Amendments	$275
State Amendments	$75
Personal Tax Advisory Call (50-min)	$250
Business Tax Advisory Call (50-min)	$400
Complex Returns	Custom Quote

Additional schedules (A, B, C, D, E, etc.) are billed as add-ons and will be quoted according to your situation. Amendment pricing increases if Be Well & Co. did not prepare the original return. Prices may vary with complexity — such as multi-state filings, foreign income, rental properties, or multiple income sources. Each client receives a written quote before any work begins, so you’ll always know exactly what to expect.

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Investments That Give Back™

Every service you invest in—whether it’s tax prep, financial coaching, or a group program—helps someone else access the support they need.

When you work with us, you’re not just investing in your own financial wellness — you’re empowering someone else’s journey toward financial stability.

Because financial wellness should be accessible—for everyone.

Find out more about our financial coaching options.

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Need Bookkeeping Support?

We’re excited to announce that we now offer bookkeeping support for small business owners!

Whether you're just starting out or looking to streamline your existing systems, our bookkeeping services are designed to help you stay organized, reduce stress, and make confident financial decisions all year long.

Just getting started? We offer light bookkeeping plans starting at $250/month for businesses with fewer than 50 monthly transactions. As your business grows, we’ll grow with you.

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Why Let Us Handle Both Your Bookkeeping & Taxes?

When we manage both your bookkeeping and tax preparation, you get more than convenience — you get clarity, consistency, and confidence. Here's why it matters:

✅ Less Stress, Fewer Surprises: With accurate books all year, we can proactively minimize your tax liability and help you avoid last-minute scrambling.

✅ Aligned Strategy: We understand your business holistically and can offer smarter advice tailored to your goals — not just at tax time.

✅ Time Back in Your Hands: Spend more time growing your business and less time tracking receipts or cleaning up spreadsheets.

✅ One Trusted Partner: No more repeating yourself to multiple providers. One team, one relationship, centralized care, and streamlined support. We specialize in supporting values-driven entrepreneurs and small business owners — and we’d love to support you next.