Hi

We serve the interests and objectives of our clients.  You and us, how can we help you?

Taxes

Technology is supposed to reduce the cost of filing taxes.  With KbalaTax most individuals and married couples will pay $89 to file taxes with us.  We do not charge fees based on how big your refund is or how many pages are in your return.  We offer a fixed price structure that delivers the best service possible.  State filings are always included along with a physical & digital copy of your return.   Ask questions, Get answers!

2020 Tax Prices

  • Sales tax filing – $25 monthly $50 quarterly $120 annually
  • Email, fax, text or upload scanned documents
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Payroll

Choose any pay frequency with a payroll process that works for you.  $34 a month includes processing for 1 employee and includes all IRS requirements for payroll.  Additional employees are $4 per employee per month.

Bundling insurance with payroll services tends to increase costs with added management fees.  Check your invoice and compare today!

  • W2’s included
  • Check signing included
  • 401(k) reporting included
  • Benefit calculations included
  • Tax payments included
  • $10 per form 1099
  • Additional fee direct deposit
  • Additional fee employee mail services
  • Service area: CA | NY | MA | PA | VA
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Insurance

Insurance is complex, we work to make sure options presented meet the needs of the policy holder. A singular cost based approach may end up costing you more. You & us

  • Do you need individual health insurance?
  • Do you have Medicaid and Medicare?
  • Should you save or invest?
  • Annuities, life and long term care insurance options
  • Do you need workers comp or state disability?
  • Having problems with the exchange? We can help
  • NY state of health broker