be well & heal


Tax Pricing & Promotions
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.
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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.
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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 |
Tax Planning Package | $500 |
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.
Investments That Give Back™
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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.
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Because financial wellness should be accessible—for everyone.​
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Find out more about our financial coaching options.
Tax Promotions
📣 Early Bird Booking for 2025 Is Open!
Get ahead of tax season and secure your spot early.
Book your 2025 tax prep in advance and enjoy priority scheduling, personalized planning & advisory support, and peace of mind heading into the new year.
Limited spots available—reserve yours today.
Book by October 31, 2025 and receive:
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Federal tax prep & e-file
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(1) State return add-on & e-file
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A 50-minute advisory session
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Secure online portal for year-round document storage
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Quarterly check-ins & personalized reminders
For only $700 (an $800 value).
*These rates cover the most common return items. If your situation is a bit more complex (multiple states, foreign income, self-employment, etc.), there may be an additional fee — but don’t worry, we’ll always let you know upfront.

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.
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.


CONTACT US
Tel. 407-305-0823
info@bewellfinance.org
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1317 Edgewater Dr #6378
Orlando, FL 32804​
© 2025 Be Well & Co. Financial Consulting,
a division of Be Well & Heal LLC




