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Mitchell’s Tax & Financial Solutions™, Mitchell’s Tax Academy™, Start Smart™, Boss Move Essentials™, and CEO Suite™ are trademarks of Mitchell’s Tax & Financial Solutions. All rights reserved.
Comprehensive tax preparation and resolution services for individuals, self employed professionals, and business owners.
Quarterly Tax & Compliance Plans
Start Your Tax Filing or Request Tax Assistance
PRICE LIST
Standard Fee’s
| _______ | Base Price | Additional Complexity | Business & Resolution |
|---|---|---|---|
| Individual Tax Preparation (W-2) | $350 | +$75 per additional W-2 | Not applicable |
| Self-Employed / 1099 Tax Filing | $450 | +$100 per additional 1099 | Not applicable |
| Married Filing Jointly | $450 | +$75 per additional income source | Not applicable |
| Itemized Deductions | $100 add-on | Included | Included |
| Dependents & Credits | Included | Included | Included |
| Back Taxes (Per Year) | $250 per year | +$125 per additional form | $450 per year |
| Amended Returns (Per Year) | $175 | +$100 per added correction | $350 |
| IRS / State Notices | $150 | +$100 per additional notice | $350 |
| Audit Assistance | Not offered | $300 | $600 |
| Quarterly Estimated Taxes (Per Quarter) | $125 | +$75 per added income stream | $250 |
| LLC & S-Corp Business Tax Returns | Not applicable | $650 | $950 |
| Tax Resolution & Payment Plans | Not applicable | $450 | $850 |
Add On’s
| Additional Documents | Price |
|---|---|
| Additional W-2 | $75 |
| Additional 1099 | $100 |
| Schedule C (Per Business) | $150 |
| Schedule E (Rental / Royalties) | $175 |
| Crypto Reporting (Per Exchange) | $125 |
| Stock / Investment Reporting | $150 |
| Multi-State Filing (Each State) | $125 |
| Prior-Year Business Cleanup | $250+ |
| Payroll & 941 Review (Per Quarter) | $175 |
| Bookkeeping Review Add-On | $200+ |
| Rush Processing (Same Day / 24-Hour) | $150 – $300 |
| Document Reconstruction / Missing Records | Starting at $200 |
Final pricing is based on the number of income sources, tax forms required, document condition, prior-year issues, notices, and business complexity. All clients receive a final quote after document review.
Mitchell’s Tax & Financial Solutions™, Mitchell’s Tax Academy™, Start Smart™, Boss Move Essentials™, and CEO Suite™ are trademarks of Mitchell’s Tax & Financial Solutions. All rights reserved.
Price List
| Feature | Start Smart | Boss Move Essentials | CEO Suite |
|---|---|---|---|
| Best For | New entrepreneurs | Growing businesses | Established CEOs |
| LLC formation | Included | Included | Included |
| EIN registration | Included | Included | Included |
| Operating agreement | Included | Included | Included |
| S-Corp election | Not included | Included | Included |
| Registered agent setup | Not included | Included | Included |
| Annual report filing | Not included | Included | Included |
| DBA registration | Not included | Not included | Included |
| Virtual business address | Not included | Not included | Included |
| Compliance checklist | Not included | Included | Included |
| Strategy consultation | Basic call | Full guidance | Priority access |
| Price | $249 | $449 | $799 |
Add On Services
| Add-On Service | Purpose | Price |
|---|---|---|
| Federal Trademark Filing (USPTO) | Protects brand name or logo nationwide | $899 |
| Trademark Search & Risk Analysis | Checks for conflicts before filing | $125 |
| Office Action Response | Fixes USPTO rejection issues | $275+ |
| Registered Agent (Annual) | Required compliance address | $125/year |
| Virtual Business Address | Professional mailing address | $99/year |
| BOI Report Filing (FinCEN) | Mandatory federal ownership report | $75 |
| Operating Agreement (Standalone) | Internal ownership structure | $150 |
| Corporate Bylaws (Standalone) | Required for corporations | $150 |
| Business License Research | Local, county, and state license lookup | $125 |
| Foreign State Registration | Register business in another state | $350 + State Fee |
| Rush Processing (24–48 Hours) | Front-of-line service | $150–$300 |
Packages
| Package | State Filing Included | What’s Included | Base Price |
|---|---|---|---|
| Starter LLC | Yes | Articles of Organization, EIN Assistance, Digital Welcome Packet | $399 + State Fee |
| Pro LLC | Yes | Everything in Starter + Operating Agreement, Business Email Setup, Compliance Alerts | $649 + State Fee |
| Elite LLC | Yes | Everything in Pro + S-Corp Election Filing, BOI Report, Tax Strategy Call | $899 + State Fee |
| S-Corporation Setup | Yes | S-Corp Formation or Election, EIN, Compliance Setup, IRS Filings | $750 + State Fee |
| Nonprofit Formation (501c3 Prep) | Yes | Entity Setup, EIN, Bylaws, Initial Board Docs | $1,250 + State Fee |
Final pricing varies based on state requirements, ownership structure, number of owners, industry regulations, and urgency of filing. All clients receive a confirmed quote before processing begins.
Government filing fees are paid directly to the USPTO and are not included.
Request Business Formation or Trademark Service
Mitchell’s Tax & Financial Solutions™, Mitchell’s Tax Academy™, Start Smart™, Boss Move Essentials™, and CEO Suite™ are trademarks of Mitchell’s Tax & Financial Solutions. All rights reserved.
We provide structured opportunities for employment, independent partnerships, and referral-based earnings
Employment Opportunities
Work directly with Mitchell’s Tax and Financial Solutions in professional tax, administrative, and operations roles.
Includes:
Tax preparation
| Program Track | Employment Track | Partner / Referral Track | Tax Office Builder Track |
|---|---|---|---|
| Compensation Type | Hourly or commission-based pay | Commission per approved client | Scalable income potential |
| Work Structure | Seasonal and year-round roles | Independent contractor structure | Business ownership model |
| Training Requirement | Required training and onboarding | Marketing and service training provided | Full tax education and software training |
| Services Involved | Internal tax and administrative services | Business formation and trademarks | Tax office startup and operations |
| Licensing Requirement | Employee role under company guidelines | No licensing required to start | Licensing provided through training path |
| Support & Growth | Performance-based advancement | Marketing materials and backend support | Ongoing mentorship and business scaling |
Mitchell’s Tax & Financial Solutions™, Mitchell’s Tax Academy™, Start Smart™, Boss Move Essentials™, and CEO Suite™ are trademarks of Mitchell’s Tax & Financial Solutions. All rights reserved.
All courses are delivered through pre-recorded video modules with required exams at the end of each course. A minimum score of 85% is required to qualify for filing with the company.
| Level | Volume 1 – Beginner | Volume 2 – Intermediate | Volume 3 – Advanced | Volume 4 – Professional | Volume 5 – Expert / Mentor |
|---|---|---|---|---|---|
| Experience Required | No prior experience | **Some experience | Active preparer | Independent filer | Team leader level |
| Training Focus | Basic tax fundamentals | Self-employed & business taxes | Advanced returns & compliance | Independent filing & leadership | Training & oversight |
| Course Format | Pre-recorded video | Pre-recorded video | Pre-recorded video | Pre-recorded video | Pre-recorded video |
| Final Exam Required | Yes | Yes | Yes | Yes | Yes |
| Minimum Passing Score | 85% | 85% | 85% | 85% | 85% |
| Allowed to File with Company | Not permitted | Not permitted | Permitted after approval | Permitted | Permitted with oversight role |
| Certification Level | Certificate of completion | Intermediate certificate | Advanced certification | Professional certification | Mentor designation |
| Best For | Brand new students | Assistants & trainees | Active tax preparers | Office operators | Trainers & managers |
Tax Academy Enrollment Application
Mitchell’s Tax & Financial Solutions™, Mitchell’s Tax Academy™, Start Smart™, Boss Move Essentials™, and CEO Suite™ are trademarks of Mitchell’s Tax & Financial Solutions. All rights reserved.
Mitchell’s Tax & Financial Solutions™, Mitchell’s Tax Academy™, Start Smart™, Boss Move Essentials™, and CEO Suite™ are trademarks of Mitchell’s Tax & Financial Solutions. All rights reserved.
Mitchell’s Tax & Financial Solutions™, Mitchell’s Tax Academy™, Start Smart™, Boss Move Essentials™, and CEO Suite™ are trademarks of Mitchell’s Tax & Financial Solutions. All rights reserved.
Client Reviews & Testimonials
Verified feedback from individuals, entrepreneurs, and businesses we have served nationwide.
Our clients trust us with their tax filings, business formation, trademarks, compliance, and training. Their experiences reflect our standards of accuracy, professionalism, and service.
Service: Tax Preparation
Client Type: IndividualReview:
“Professional, responsive, and extremely thorough. Everything was explained clearly and filed on time.”
Service: Quarterly Compliance
Client Type: Self-EmployedReview:
“My quarterly taxes are finally handled correctly. No more guessing or last-minute stress.”
Service: Business Formation
Client Type: EntrepreneurReview:
“The entire LLC process was smooth from start to finish. Very organized and professional.”
Service: Tax Training
Client Type: StudentReview:
“The training videos were easy to follow, and the exam kept me accountable. The structure is excellent.”
Service: Trademark Registration
Client Type: Small Business OwnerReview:
“Great communication throughout the trademark process. I felt protected and informed at every step.”
Service: Partner Program
Client Type: Independent PartnerReview:
“The referral system is simple to use and well organized. Support has been consistent.”
Mitchell’s Tax & Financial Solutions™, Mitchell’s Tax Academy™, Start Smart™, Boss Move Essentials™, and CEO Suite™ are trademarks of Mitchell’s Tax & Financial Solutions. All rights reserved.
