Simple, fixed monthly pricing for Billings businesses & families.
No hourly billing. No surprise invoices. Cancel any time. Pick the plan that fits, add tax return preparation when you need it, and know exactly what you'll pay before the month begins.
Bookkeeping
For owners who want clean, current books every month — without doing them yourself.
- Monthly reconciliations & categorization
- P&L, balance sheet & monthly report
- QuickBooks Online included
- Year-end books ready for tax filing
- Unlimited email & phone support
Payroll
For businesses with a team — payroll runs, filings, W-2s and 1099s, all handled.
- Unlimited pay runs & direct deposit
- Federal, state & local tax filings
- W-2s and 1099s at year end
- New-hire onboarding & PTO tracking
- Unlimited employee support
Complete
Most popularBookkeeping + payroll + year-round advisory. The true financial partner package.
- Everything in Bookkeeping & Payroll
- Proactive tax planning meetings
- Quarterly & annual performance reviews
- Business & personal tax returns included
- Priority response time
Every plan is month-to-month, includes unlimited support, and comes with a dedicated Enrolled Agent as your point of contact.
Compare every feature, side by side.
A checkmark means it's included in that plan. "Add-on" means we can do it, quoted separately. The Complete plan is where the reporting, advisory, and tax work all come together.
| Feature | Bookkeeping Starting at $300/mo | Payroll Starting at $300/mo | Complete Starting at $500/mo |
|---|---|---|---|
| Bookkeeping & Reporting | |||
| Monthly bookkeeping & reconciliations | |||
| Bank account reconciliations | |||
| Credit card reconciliations | |||
| Monthly financial statements (P&L, balance sheet) | |||
| Quarterly business performance review | View sample | ||
| Annual financial performance review | View sample | ||
| Custom financial reports | Add-on | ||
| Cash flow analysis | |||
| Year-end books ready for tax filing | |||
| QuickBooks management | |||
| Cleanup of bookkeeping errors (in-scope) | |||
| Payroll | |||
| Payroll processing (unlimited pay runs) | |||
| Direct deposit payroll | |||
| Payroll tax payments | |||
| Quarterly payroll tax filings | |||
| Annual payroll tax filings | |||
| W-2 preparation & filing | |||
| 1099 preparation & filing | |||
| New employee onboarding | |||
| Employee payroll support | |||
| PTO & payroll record tracking | |||
| AP / AR / Operations | |||
| Accounts payable assistance | Add-on | ||
| Accounts receivable assistance | Add-on | ||
| Vendor payment assistance | Add-on | ||
| Check printing / writing | Add-on | Add-on | Add-on |
| Receipt & document organization | |||
| Sales tax support (if applicable) | Add-on | Add-on | |
| Tax & Advisory | |||
| Tax planning meetings | |||
| Year-round tax advice | |||
| Tax-saving recommendations | |||
| Business tax return preparation | Add-on | Add-on | |
| Personal tax return preparation | Add-on | Add-on | |
| IRS notice assistance | |||
| IRS correspondence support | |||
| Audit / IRS support | Add-on | Add-on | |
| Business strategy meetings | |||
| Business advisory services | |||
| CFO-level guidance | |||
| Budgeting assistance | |||
| Financial goal planning | |||
| Multi-entity support (if applicable) | Add-on | Add-on | Add-on |
| Client Experience | |||
| Dedicated Enrolled Agent | |||
| Dedicated point of contact / advisor | |||
| Secure client portal | |||
| Unlimited email support | |||
| Unlimited phone support | |||
| Unlimited accounting questions | |||
| Year-round support | |||
| Fixed monthly pricing | |||
| No hourly billing | |||
| Priority response time | Priority | ||
| Choose Bookkeeping | Choose Payroll | Choose Complete | |
We stand behind the returns we prepare.
For clients enrolled in our Comprehensive Subscription Plan, federal and state audit and examination support is included for returns and filings prepared by Marlow Accounting while the client was enrolled.
What included support covers
- Reviewing and responding to notices
- Communicating with the taxing authority
- Preparing responses to information requests
- Providing supporting documentation available to us
- Representing the client during the examination when appropriate
Coverage does not include returns or periods we did not prepare; information or income not provided to us; inaccurate or incomplete client information; unsupported transactions or deductions; substantial reconstruction of books or records; fraud or criminal investigations; litigation; or Tax Court proceedings.
Clients must reasonably cooperate and provide requested records on time. As long as the examination concerns our work and the information supplied to us when we prepared it, support is included in the subscription service.
The separate $300 Cost Segregation Audit Support option applies specifically to cost segregation studies.
Personal & business tax returns — starting at.
Every return is priced up front after a free 15-minute consult. Final price depends on complexity, forms required, and condition of your books. Monthly plan clients receive priority scheduling and a discount.
Personal returns (Form 1040)
- Most personal returns, including MontanaStarting at $500
- Each rental property (Schedule E)Starting at $50
- Each K-1 (partnership / S-corp income)Starting at $35
- Each additional state returnStarting at $100
We price by the forms your return requires, so you only pay for what your situation needs. Most personal returns, including your Montana return, start at around $500 once all required forms are included. Your exact price depends on the forms your return requires. Send us your prior-year return for a firm quote.
Business returns
- Partnership (Form 1065)Starting at $900
- S-Corporation (Form 1120-S)Starting at $900
- C-Corporation (Form 1120)Starting at $1,000
- Non-profit (Form 990)Starting at $600
- Bookkeeping cleanup before filingQuoted separately
How pricing works: Prices listed are starting quotes. For an exact price, send us your prior-year tax return and we’ll provide a firm quote. If next year’s return uses the same forms with similar volume and organized records, your price stays the same. First-year clients with incomplete or disorganized records may have a one-time setup fee, quoted up front. Pricing shown applies to new clients; existing clients’ pricing is unchanged.
S-Corp payroll & filing costs.
Already an S-Corp or thinking about electing? Here's what the ongoing quarterly and year-end payroll filings typically cost.
- Q1–Q3 Form 941 + Montana UI-5Starting at $150/quarter
- Q4 year-end package (941, UI-5, 940, W-2s, state reconciliation)Starting at $400
- 1099 series formsStarting at $25/form
- Officer payroll wage planningStarting at $500
Available when you need them.
Not every business needs everything. These are quoted separately so you're only paying for what you use.
- Sales tax filings
- 1099 project filing
- Audit support for returns or periods we did not prepare
- Back-year bookkeeping cleanup
- Entity formation & S-corp election
- Advisory hours beyond your plan
- Multi-entity consolidation
- QuickBooks conversion (Desktop → Online)
Questions we hear a lot.
Still deciding? Call (406) 290-1214 or ask our AI assistant — happy to walk through what fits your business.
Ready to lock in your pricing?
Schedule a free 15-minute consult and we'll confirm your monthly plan or tax return quote in writing before any work begins.
