Katy Caldwell CPA

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Covid 19 update-July 15 Tax Due Date!!

I am not an essential service.  So I will be closed until April 10. Mail will still be delivered so if you mailed in anything, I will come by daily to retrieve it.  I will keep on working on returns so they are ready to go on April 10! Call with questions, my work phone will roll to my cell!



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A New Way

Bundle Billing

Small business owners cash flow can be a wild ride.  My payroll and accounting services will never catch you offgaurd.  Katy Caldwell offers a flat fee for comprehensive service. 

No Surprises

What makes this offer good for your business?  There are no surprises.  You receive the same bill every month.  So there are no worries about the phone call for clarification of the latest tax law or for running an extra payroll.  The same fee, every time.

Tailored to your needs

Your bundle price is as unique as you are.  At your initial appointment we will go over your individual needs and set a monthly price that fits into your budget and provides all the services you need.

Pricing

Taxes

Pricing

Personal Income Tax preparation

Starts at $250

This is for preparation of the Federal form 1040, accompanying schedules 1 through 3, and the Montana Form 2 and all the Montana accompanying schedules.

Personal Business & Rentals

Varies with complexity

This is for the preparation of the schedules that accompany a 1040 return.  The schedules C, Profit or Loss from a Business, The Schedule E, Supplemental Income and Loss and the Schedule F,  Profit or Loss from Farming, with all accompanying schedules related to these forms.


Pass Through Entities

Starts at $500

This is for the preparation of the Form 1120S and the Form 1065 with all accompanying schedules.