ABITAN LLC — Price List

Edition 2027.1 · Revised September 20, 2026 · Effective for engagements signed on or after September 22, 2026

Serving all 50 states · Office in Tennessee

Government fees, taxes, and third-party software subscriptions are not fees for our services. You pay them directly wherever possible. Where such a fee must be paid at the time of filing, we may advance it and bill it to you at cost — see Section 14, Advanced Costs.

This price list forms Appendix A to your Engagement Letter. The edition in effect on the date you sign governs your engagement.

01

Section 1

Tax Return Preparation · Form 1040, Individual

02

Section 2

Form 1120-S · S Corporation

03

Section 3

Form 1120 · C Corporation

04

Section 4

Form 1065 · Partnership

05

Section 5

Extensions · Forms 4868, 7004 and 8868

06

Section 6

Business Formation & Registration

07

Section 7

International

08

Section 8

Bookkeeping

01

Section 9

Management Accounting

02

Section 10

Tax Planning & Entity Structuring

03

Section 11

Payroll & Sales Tax

04

Section 12

Nonprofit, 501(c)(3)

05

Section 13

Trucking Authority & Registration

06

Section 14

Advanced Costs

07

Section 15

Monthly Plans

08

Section 16

Tennessee State Compliance

Section 1

Form 1040 — Individual

Form 1040 Base Package — $235

(+$20 after the extended filing deadline for the tax year)

Up to 3 W-2s · retirement income · Social Security · taxable disability · unemployment · interest · dividends · taxable refunds · IRA deduction · student loan interest · educator expenses · HSA and Archer MSA · one state return.

Each additional W-2: +$5

Filing Status

The base package price is the same for every filing status — single, married filing jointly, married filing separately, head of household, or qualifying surviving spouse. Where spouses file separately, each return is a separate engagement at the base price.

This paragraph is the complete definition of the base package. No other section of this price list narrows it.

Add-ons

Shareholders and partners: see Section 2 for Form 7203 and shareholder basis, Section 4 for partner basis and K-1 handling.

Section 1 — Continued

Form 1040 — Credits & Specialty Forms

Credits

Specialty Forms

Section 1 — Schedule C

Schedule C — Self-Employed

Includes 1099-NEC and 1099-K forms. Additional Schedule C's: 25% off each.

Section 2

Form 1120-S — S Corporation

An S corporation is the entity where most of the cost is not the return. It is what has to be in place before the return.

What an S Corporation Must Have in Place

Return Preparation

S-Corporation Specific Services

Required before we prepare the return: Profit & Loss statement and Balance Sheet for the tax year. If these aren't ready, see Section 8. If they exist but cannot be used to calculate the return, start with a Books Check for $125.

Section 3

Form 1120 — C Corporation

Payment Reminder

A C corporation pays tax on its own income, so the extension does not postpone the payment — see Section 5.

Foreign-Owned Corporations

Foreign-owned corporations and Form 5472: see Section 7.

Required Before Filing

Profit & Loss statement and Balance Sheet for the tax year.

Section 4

Form 1065 — Partnership

Required before we prepare the return: Profit & Loss statement and Balance Sheet for the tax year.

Section 5

Extensions — Forms 4868, 7004 and 8868

An extension moves the filing date. It does not move the payment date.
This is the single most misunderstood point in tax filing. An extension gives you more time to file the return. The tax owed as of the original due date is still due on the original due date. Interest and the late-payment penalty run from that date regardless of the extension.

With a Calculation, or Without — This Is What You Are Choosing

Both forms ask for the tax you expect to owe. Treasury regulations require the application to show the full amount properly estimated as tax for the year. Where that condition is not met, the IRS can treat the extension as never having been valid — and the return is then late from the original due date, with the failure-to-file penalty running from there.

So there are two different services, and they are not the same work:

Reasons an Extension IS the Right Decision

  • A Schedule K-1 from another entity has not arrived — you cannot file a correct return without it
  • Books are not closed, or closing them properly will take longer than the deadline allows
  • A corrected 1099 from a broker is expected, which is common through March
  • Foreign income documents, foreign bank statements, or a foreign tax return are still outstanding
  • Cost basis for a sale has to be reconstructed
  • An appraisal for a non-cash donation or a property transfer is not finished
  • An ITIN application is pending for a spouse or dependent
  • A first-year entity election has to be decided before the return locks the treatment in
  • You are abroad and documents are in transit

None of these is a reason to delay payment.

Reasons an Extension is NOT the Right Decision

  • To postpone paying. It does not do that
  • Because the return is simply unpleasant. The penalty for the S corporation and partnership runs per owner per month — see Sections 2 and 4
  • To buy time on a payment plan. That is Form 9465, Section 1

Extension Services

Sources: Instructions for Form 7004 · IRS, Extension of time to file your tax return · 26 CFR § 1.6081-4 · 26 CFR § 1.6081-3

Section 6

Business Formation & Registration

State filing fees, registered agent, and virtual address are not included in package prices. See Section 14, Advanced Costs.

Package 1 — Registration · $200

  • Federal EIN
  • State business registration
  • Official state document

Package 2 — Registration + Guidance · $350

  • Package 1
  • State tax registration
  • Sales tax review
  • Compliance overview
  • Post-registration support

Package 3 — No SSN / Foreign Owner · $450

  • EIN without SSN
  • Secretary of State registration
  • State tax registration
  • Operating Agreement template and checklist
  • Post-registration instructions

How these are engaged. Package prices are fixed and the scope is set out above, so there is no separate proposal to wait for — you accept the package, pay, and we start. Payment is due on engagement.

What the packages do not include. Formation and registration set the entity up. No tax return, sales tax return, annual report, or payroll filing is included in any formation package — those are charged separately when each one comes due. Where a package lists "state tax registration," that is opening the account, not filing on it.

What we do not do. We do not draft, amend, or review operating agreements, bylaws, minutes, stock ledgers, or other governing documents, and we do not advise on their contents. That is legal work. We identify that the document is required, provide a template and a checklist of the decisions it has to record, and you complete it yourself or with your attorney.

Registration & Compliance — Any State

Tennessee-registered entities: see Section 16 for the Tennessee-specific filings.

LLC / INC, Business Formation & Registration — portal.tetianastax.com/business

Section 7

International

FBAR has an automatic extension to October 15 and needs no form — see Section 5.

International Tax Diagnostic — FBAR / FATCA / Foreign Income — portal.tetianastax.com/international

Section 8

Bookkeeping

All 50 states. QuickBooks, Xero, Wave or your existing system.

Ongoing Bookkeeping

Quarterly · $180/quarter

Up to 30 transactions per quarter · Up to 2 accounts/cards

Start · $150/month

11–40 transactions/month · Up to 3 accounts/cards

Growth · $300/month

41–90 transactions/month · Up to 5 accounts/cards

Scale · starting at $450/month

90+ transactions, or 2+ entities · Custom volume

Every package includes transaction entry and categorization, bank and card reconciliation, Profit & Loss and Balance Sheet, contractor threshold tracking, and records ready for your return.

Each account or card beyond your package: +$25 / month. Transactions beyond your package: $2 each. First month is billed at double rate — setup is done in that month.

Not included in a bookkeeping package: shareholder or partner basis tracking (Sections 2 and 4), management reporting (Section 9), payroll (Section 11), and tax returns (Sections 1–4).

QuickBooks subscription at partner pricing — we set up your subscription through our accounting firm at partner rates instead of retail. This is only available before you register on your own. Once you sign up directly, partner pricing no longer applies to that subscription.

Section 8 — Continued

Bookkeeping — Return Readiness, File Review, Catch-up & Setup

Books Check for Return Preparation — $125

Review of the accounts required to produce a usable Profit & Loss statement and Balance Sheet for the tax year. You receive a written list of the items that must be corrected before the return can be prepared, with the reason for each.

Scope: one hour of review, covering up to 5 flagged items across up to 2 accounts. Where the books need more than an hour to assess, the work converts to a File Review and the fee paid for the check is credited toward it.

This is not a full diagnostic of your books, and it does not include making the corrections.

File Review

Eight-point diagnostic of your existing books. You receive a written report grading each finding as critical, important, or cosmetic, what it costs you, a correction plan in priority order, and a call to walk through it.

Credited toward ongoing bookkeeping if you start within 60 days. See Credits in Terms.

Catch-up and Setup

Catch-up work is quoted after a File Review.

Section 9

Management Accounting

Bookkeeping tells you what happened. Management accounting tells you what to do about it.

A Profit & Loss statement is built for the tax return. Its accounts are in the order the IRS wants them, it compares nothing, and it explains nothing. It will not tell you which service line loses money, whether you can afford to hire, or what your cash looks like in eleven weeks.

Those are different reports. They are built from the same books, and they are the reports owners actually make decisions from.

Owner's Monthly Management Report — $95/month

One page, every month. Revenue, gross margin, operating expenses, net result, and cash on hand — this month against last month and against the year to date. Underneath, a short written note from us: what moved, and why.

The question it answers: did I make money this month, and where did it go?

Add-on to any bookkeeping package in Section 8.

Profitability by Service, Job, Location, or Class — $250, one time

We restructure your chart of accounts and your QuickBooks classes or jobs so that every dollar of revenue and every direct cost is tagged to the work that produced it. From then on, your monthly report shows margin per line, not just one total.

For a trucking company that is per truck or per lane. For a service business, per service type or per technician. For someone with two locations, per location.

The question it answers: which work makes money, and which am I doing at a loss?

You receive the configured tracking, a written guide on tagging new transactions, and the first report.

Budget vs Actual — $350 per year

A twelve-month budget built on your own history and your plans for the year, loaded into your accounting system. Then, each quarter, a comparison of plan against actual with the variance explained line by line — not just the number, the reason.

The question it answers: am I on track, and if not, where exactly did it go wrong?

You receive the budget and four quarterly variance reports. This is also the document a bank or lender asks for.

Section 9 — Continued

Management Accounting — Cash, Review & Pricing

Rolling Cash Forecast — $150/month

Thirteen weeks forward, updated every month. Expected receipts from the invoices you already have out, at your own collection timing, set against the payments you know are coming — payroll, rent, loan payments, estimated tax, insurance renewals, quarterly filings.

The forecast marks the weeks where cash runs short before those weeks arrive.

The question it answers: will the money be there on the 15th, when payroll and the estimated payment fall in the same week?

This is the report that prevents the conversation that starts with "I can't make payroll on Friday."

Quarterly Management Review — $225/quarter

Sixty minutes on your own numbers with us, followed by a written summary: what the quarter showed, what decisions follow from it, and what has to happen before the next quarter closes.

The written record is the point. A decision agreed in a phone call is not something anyone can act on three months later, and it is not something you can hand to a bookkeeper or a partner.

The question it answers: what do I do differently next quarter?

This is a review of your results, not a tax consultation. Tax decisions that come out of it are priced in Section 10.

Break-even and Pricing Analysis — $495

Your fixed costs, your variable cost per unit of work, and the volume at which the two are covered. Then every price you currently charge, tested against what it actually leaves after direct cost and your own time.

The question it answers: what do I have to charge, and which of my current prices is losing money?

You receive a written analysis, break-even by month and by job, and your services ranked by what each one actually contributes. For most owners this is the first time a service they have sold for years turns out to have been sold below cost.

Section 10

Tax Planning & Entity Structuring

Tax planning means paying less, legally.
Not hiding income. Not inflating expenses. Not claiming things that won't survive a second look.
It means using the structures the tax code actually provides — and documenting them so they hold up. Most owners overpay not because they missed a loophole, but because their business is structured for who they were three years ago.
A tax return reports what already happened. Planning changes what happens — and nearly all of it has to be decided before the year ends.

Who This Is For

  • Business owners from roughly $150,000 in revenue
  • Owners taxed as sole proprietors who have never tested whether that still fits
  • Families where a spouse or children genuinely work in the business
  • Real estate investors
  • W-2 earners over $100,000 with additional income
  • Anyone operating in more than one state

What We Review

Entity classification · owner compensation structure · family employment · retirement plan selection and timing · timing of income and deductions · credits available in your industry · multi-state exposure.

These decisions affect each other, so we model them together, on your numbers, before anything is filed.

What You Receive

Written Plan

A written plan built for your situation

Projections

Year-one and five-year projections calculated on your actual figures

Implementation

An implementation sequence with deadlines

Documentation

Documentation for every position taken

Follow-up Review

A follow-up review after implementation

Packages

Consultations

Credited toward a Planning Assessment booked within 30 days. See Credits in Terms.

Figures in your plan are projections based on your data and current law, not a guarantee of outcome. Your plan includes an annual review.

Section 11

Payroll & Sales Tax

Payroll

An S corporation with an active owner needs payroll. See Section 2.

Registering a payroll account is not payroll administration. Quarterly and annual payroll filings are the administration line above.

Sales Tax

Where a service is shown as "On request," the fee is quoted in writing before work begins.

Section 12

Nonprofit — 501(c)(3)

Government filing fees are paid separately, at the amount currently published by the agency. See Section 14. Free initial consultation.

Starter · $1,200

  • State nonprofit registration
  • EIN
  • Governing-document templates and checklist, which you or your attorney complete
  • Master file

Federal Ready · $2,000

  • Starter
  • IRS 501(c)(3) application
  • SAM.gov
  • Charitable solicitation registration

Grant Ready · $2,800

  • Federal Ready
  • Google Ad Grants assistance
  • Grant opportunities list
  • Readiness consultation

What we do not do. Articles of incorporation, bylaws, and conflict-of-interest policies are legal documents. We provide templates and a checklist of the decisions each one has to record, and prepare the IRS application from the documents you adopt. We do not draft or advise on their contents.

Annual Form 990 and its extension on Form 8868: see Section 5.

Free Guide — "Which Nonprofit Type Do You Need?" — portal.tetianastax.com/nonprofit

Section 13

Trucking Authority & Registration

Government and agency fees are paid separately. See Section 14.

1

Starter · $499

  • DOT Number
  • MC Authority
  • BOC-3
  • UCR
2

Full · $899

  • Starter
  • IRP
  • IFTA
  • Form 2290
3

All-Inclusive · $1,199

  • Full
  • LLC formation
  • EIN

Also available: quarterly IFTA filings · MCS-150 updates · title transfer · Tennessee DMV registration.

Trucking bookkeeping and quarterly IFTA — see Section 8.

Section 14

Advanced Costs (Reimbursable)

Where a government fee or a third-party service must be paid at the time of filing, ABITAN LLC may advance the payment on the Client's behalf.

Advanced costs are billed to the Client at cost, without markup, as a separate line on the invoice, clearly identified as an advanced cost and not as a fee for services. The obligation to pay the fee remains the Client's.

Examples: Secretary of State filing fees · county and city clerk fees · IRS user fees · registered agent fees · virtual address fees · agency fees in trucking and nonprofit registrations.

Section 15

Monthly Plans

The plans below are built on Tennessee filings. For entities in any other state the plan includes the equivalent filings for your state — tell us your state and entity type and we quote the same structure.

Transactions beyond your plan: $2 each. Over 50 transactions, or more than one entity — see Section 8.

Payroll is available with any plan at the Section 11 rate — $50 per quarter, per employee — billed together with your plan. On the Pro plan it is included for one employee. Payroll setup is a separate one-time charge, also in Section 11.

Federal income tax returns (Sections 1–4), bookkeeping catch-up and File Reviews (Section 8), management accounting (Section 9), and basis tracking (Sections 2 and 4) are not included in any plan.

Section 16

Tennessee State Compliance

For Tennessee-registered entities. If you are not in Tennessee, this section does not apply to you — the equivalent filings for your state are in Sections 6 and 15.

The Tennessee Annual Report is $50 because it is our home state and the filing is routine for us. The equivalent filing in any other state is $90 — see Section 6.

State and county filing fees are not included. See Section 14.

Terms

Terms

One Transaction

One line on a bank or card statement, including transfers between your own accounts.

One Question

One email, one WhatsApp message, or one call up to 15 minutes. Document preparation, research, and calculations are billed separately.

Payment

Work begins after prepayment. The minimum for tax return preparation is the Form 1040 Base Package set out in Section 1. Payment portal: pay.tetianastax.com — other payment details are provided after engagement.

Starting at

Where a price is shown as "starting at" or a service as "On request," the final fee is quoted to you in writing before work begins, and no work starts until you accept it.

Credits

Where a price is marked as credited toward another service, the amount paid is applied in full against the price of that service, provided the second service is engaged within the period stated for that item. A credit cannot exceed the price of the service it is applied to, is not refundable in cash, and only one credit applies per service.

Discounts

Where more than one discount could apply to the same service, the largest single discount applies. Discounts do not combine.

Extensions

An extension extends the time to file, not the time to pay. See Section 5.

Cancellation and Refunds

Cancellation and refund terms are set out in your Engagement Letter, Section 10.

Price Changes

Prices are reviewed annually. Changes affecting an existing client's ongoing fee take effect 30 days after notice. The edition of this price list in effect on the date you sign governs your engagement. Suspension of payment means suspension of service.

Legal Work

We do not draft, amend, review, or advise on governing documents — operating agreements, bylaws, minutes, stock ledgers, articles, or policies. See Sections 6 and 12.

Get Started

Free 15-minute introductory call — general information, not tax advice.

Call or WhatsApp

Tetiana: 615-723-2907
Yuliia: 615-480-4746

Email

info@tetianastax.com

Office

511 Long Hollow Pike
Goodlettsville, TN 37072

Full Price List

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Edition Notes

Edition 2027.1 · Revised September 20, 2026 · Effective for engagements signed on or after September 22, 2026.

Payroll Administration Repricing

Payroll administration in Section 11 is repriced in this edition. For clients already receiving payroll administration, that change takes effect 30 days after notice. Every other price carried over from the August 2026 edition is unchanged, and the new sections price services that previously had no published price.

Government Fees & Deadlines

Government fees, thresholds, and deadlines are set by the agencies and are subject to change. This price list is educational as to deadlines and penalties and is not individual tax advice; your own treatment depends on your facts.


This price list forms Appendix A to your Engagement Letter. The edition in effect on the date you sign governs your engagement.

ABITAN LLC · Serving all 50 states · Office in Tennessee

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