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cresthavenadvisory.com

Our Pricing Plans Simple, Transparent, And Tailored To Fit Your Business

Every engagement is quoted upfront before we start — no surprise invoices. Pick a service below to see typical starting rates, or use the quick estimator.

Individual

Individual Tax Return

W-2 employees, freelancers, and retirees filing federal & South Carolina state returns.

Starting at $225
  • Federal & SC state return
  • Deduction & credit review
  • E-file with confirmation
→Get Started
Business

Small Business Return

LLCs, S-Corps, and sole proprietors — filing plus quarterly estimate guidance.

Starting at $550
  • Federal & SC business return
  • Quarterly estimated tax calc
  • Entity structure review
→Get Started
Catch-Up

Prior-Year Filing

Behind on one or more years? We get you filed and current, per year.

Starting at $275 /yr
  • Per prior tax year
  • Federal & SC state
  • Discount for 3+ years bundled
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Starter

Core Bookkeeping

For small businesses with straightforward monthly transactions.

Starting at $249 /mo
  • Monthly reconciliation
  • Up to 2 bank/card accounts
  • Monthly financial statement
→Get Started
Growth

Full-Service Bookkeeping

For businesses with more accounts and higher transaction volume.

Starting at $399 /mo
  • Up to 5 bank/card accounts
  • Custom chart of accounts
  • Year-end tax-ready package
→Get Started
Cleanup

Catch-Up Bookkeeping

Books behind or messy? We reconcile and rebuild your history, per month of cleanup.

Starting at $150 /mo backlog
  • Priced per month of backlog
  • QuickBooks setup included
  • Discount for 12+ months
→Get Started
One-Time

New Business Setup

Entity structure guidance and QuickBooks setup for a new Rock Hill business.

Starting at $450
  • Entity structure guidance
  • QuickBooks chart of accounts build
  • First-quarter tax planning
→Get Started
Review

Notice Review & Filing Support

We review your IRS notice, explain what it means, and prepare any filings needed to resolve it.

Starting at $150
  • Notice review & plain-language explanation
  • Prior-year return filing if required
  • Guidance on payment plan options
  • This service covers notice review and filing support only
→Get Started
Application

ITIN Application Service

Help applying for an Individual Taxpayer Identification Number for individuals who aren't eligible for an SSN.

Starting at $350
  • Form W-7 preparation
  • Document review & guidance
  • Paired with your tax return if needed
→Get Started

All prices shown are starting estimates for typical engagements in Rock Hill, SC. Your exact quote depends on complexity and is always confirmed with you before work begins.