Services & Pricing
Prices below are reference ranges only. Final pricing depends on individual tax complexity, business structure, transaction volume, number of accounts, employees, sales tax/TPT filing frequency, document readiness, and overall complexity.
Annual Tax & Compliance
For clients who need annual tax filing, year-end compliance support, and basic business tax guidance.
Individual Tax
For basic W-2, 1099, self-employment, investment, and common individual tax situations.
Business Tax Basic
Best for simple LLCs, sole proprietors, and low-activity small businesses with organized records.
Not included: monthly bookkeeping, catch-up bookkeeping, payroll, sales tax/TPT filing, 1099 filing, IRS/state notice response, or tax planning.
Get an EstimateBusiness Compliance Standard
Best for S-Corps, partnerships, and small businesses with basic compliance needs.
Optional add-ons: 1099 filing, individual tax return, sales tax/TPT review, and bookkeeping cleanup.
Get an EstimateBusiness Compliance Plus
Best for businesses with payroll, 1099 contractors, sales tax/TPT, multiple accounts, fixed assets, or year-end bookkeeping review needs.
Not included: full monthly bookkeeping, heavy cleanup, payroll correction, IRS/state notice response, multi-state complex filing, or advanced tax planning.
Ask About PlusAnnual packages are designed for year-end filing and basic compliance. If you need ongoing monthly bookkeeping, payroll, or sales tax/TPT support, please review our Monthly Service Plans.
Monthly Service Plans
Monthly Service Plans are bundled packages for clients who need ongoing monthly support. If you only need one specific service, such as a tax return, bookkeeping-only support, payroll-only support, or sales tax/TPT filing, please see our À La Carte Services below.
Monthly Starter
For very simple businesses that need basic monthly support.
Not included: business tax return, payroll, sales tax/TPT filing, or cleanup work.
Ask About StarterMonthly Essential
Best for most small businesses that need monthly books and basic compliance support.
Not included: payroll processing, heavy cleanup, IRS/state notice response, or complex tax planning.
Get an EstimateMonthly Plus
For businesses with employees, payroll, TPT, or more complex monthly needs.
Not included: late payroll corrections, prior-year payroll amendments, multi-state payroll, or IRS/state audit support.
Ask About PlusCustom Support
For cleanup, catch-up, cash-heavy businesses, mixed accounts, multi-state, or complex situations.
À La Carte Services
These prices apply when a service is purchased separately. If a service needs to be bundled with a monthly plan, SunPeak will confirm the scope and pricing.
Monthly Service Plans are bundled service plans. À la carte prices apply when a service is purchased separately. Final pricing depends on business structure, transaction volume, number of accounts, payroll needs, sales tax/TPT filing requirements, document readiness, catch-up periods, and overall complexity.
The prices listed above are starting prices and general estimates only. Final pricing depends on business structure, transaction volume, number of accounts, number of employees, state requirements, document readiness, catch-up periods, book complexity, and service scope.
SunPeak Tax & Accounting LLC provides tax, bookkeeping, payroll, and business compliance support services. We do not provide legal advice, investment advice, or loan approval guarantees.
