Plate & Ledger

Pricing Built Around Your Engagement

We analyze three years of federal and state returns to identify unclaimed tax credits. Engagement scope and pricing are customized based on your restaurant’s complexity, locations, and recovery potential.

Recovery

Tax Credit Recovery

Custom Quote

We identify and recover unclaimed federal and state tax credits from your last three years of returns. Engagement pricing customized based on complexity and recovery potential.
Free initial analysis
Three-year federal lookback
State credit analysis
Amended return preparation
Fees quoted after analysis

Core

Monthly Bookkeeping + Compliance

Starting at $1,800/month

Custom Scoped
Monthly bookkeeping designed to support tax credit identification, plus full tax preparation and compliance services.
Monthly bookkeeping and close
Weekly bank reconciliation
POS and payment platform integration
Sales and payroll tax compliance
Coordination with year-end tax filing
Quarterly tax planning
Price varies based on complexity

Partnership

Full-Service Strategic Advisory

Custom Quote

Full-service engagement with monthly bookkeeping, year-end tax preparation, strategic advisory, and ongoing tax credit monitoring.
Everything in Core
Year-end tax preparation included
Quarterly tax credit reviews
Real-time margin and cost insights
Priority IRS correspondence
Strategic planning support
Pricing varies based on scope and complexity

One-Time Services

Onboarding & Cleanup

Clean books, proper systems, zero catch-up stress

Starting at $1,500

Price varies based on complexity

Year-End Tax Filing

Entity/Partner returns with credit optimization

Starting at $2,000

Final pricing based on entity complexity and multi-state filings

All pricing ranges are indicative and finalized after an initial review.
Multi-unit and multi-location restaurants are supported.