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Individual Tax Preparation Package

We competitively offer a simple fee range of $225-$550 for most personal tax returns. You will be provided with a personalized assessment of your tax situation and an estimated fee will be provided to you. Your fees will need to be agreed upon before we begin the preparation of your taxes. If the amount of time required increases based on additional information not discussed during the tax assessment, you will be advised of the increase of fees which will need to be agreed upon before moving forward with tax preparation. See our unique bundled services below:
Essential Package
$ 525.00

Ideal for Individuals with W-2 Federal & State return 

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  •  Up to 5 W-2's & 1099's. Includes 1 State tax filing
  •  Secure Client Portal
  •  Limited access to tax courses, tools, and more!
  •  Email Support 72 hours
  •   End of year tax service (Tax : Planning, Projection, Consult)
Instant setup, satisfied or reimbursed.
Professional Package
$ 1,350 

Comprehensive tools for growing individuals or businesses. Optimize your processes and productivity with our tailored solutions. Includes Essential Package +

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  •   Up to 5 Additional tax forms & documents (1098,  1099,  child tax credit, etc) 
  • Access all learning modules
  • 48 hour turn around time
  •  Quarterly tax service 
Instant setup, satisfied or reimbursed.
Diamond Package
$ 2,650

Advanced solution for individuals looking for cutting-edge features and top-tier support for maximum performance.

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  •  Full income & deduction analysis 
  •  Year round IRS and state account monitoring & setup
  •  Follow up tax summary video explaining tax return 
  • 24/7 toll-free support
Instant setup, satisfied or reimbursed.

Bookkeeping Packages

At Morales Tax Group, we offer premium monthly bookkeeping solutions tailored to the evolving needs of entrepreneurs, growing businesses, and established companies. Our service packages range from $499 to $2,499 per month, depending on the complexity, transaction volume, and level of financial insight required.

Before onboarding, you will receive a personalized bookkeeping assessment to ensure accurate pricing and service alignment. Fees must be agreed upon prior to the start of services.

Should the scope expand—such as additional accounts, new payroll complexities, or unreconciled data not disclosed in the initial evaluation—you’ll be notified and re-quoted before any adjustments are made. No hidden fees. No surprises.

Growth
starting at         $ 499  /month

Perfect for: Sole Proprietors, LLCs,1099 Contractors

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  •  great for those that make up to $125k in yearly revenue 
  •  up to 50 monthly transactions, and 2 bank accounts
  •  payroll for 1-3 
  •  limited support with IRS & FTB
  •  Quarterly check ins
  •  Email support (2-3 day response)
Instant setup, satisfied or reimbursed.
Professional
starting at         $1, 499/month

Perfect for: High-Revenue  includes everything in growth package plus the additional benefits below.

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  •  KPI tracking (3-5 metrics)
  •  monthly financial statements 
  •  full support ( IRS , FTB, EDD , CDTFA)
  • Email support
  • monthly call (strategy session)
Instant setup, satisfied or reimbursed.
Executive
starting at         $ 2,499/month 

Advanced solution for complex businesses.  White-glove, high touch service

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  •  Board-level reports
  •  Scenario planning,  margin analysis & profit optimization
  •  advanced forecasting & modeling
  •  CFO & strategic decision involvement
  •  same day response
Instant setup, satisfied or reimbursed.