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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
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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
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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
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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
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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
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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
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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
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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.