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TAX PREPARATION

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Lined Up Books

Individual Tax Return Preparation

Starting at one-time fee of $450

Tax return extension filing

Annual tax return preparation and filing

Video walk-through of tax return

Access to tax return portal

Pass-through Entity Tax Return Preparation

Starting at one-time fee of $1250

Tax return extension filing

Annual tax return preparation and filing

Video walk-through of tax return

Access to tax return portal

Tax Return Preparation Bundle

Starting at one-time fee of $5400

(Payment plans available)

Quarterly tax estimates and payments

Annual 1099 filing (up to 10 contractors)

Semi-annual tax strategy call

Annual tax return preparation and filing for business and individual tax returns

Video walk-through of business and individual tax returns

Access to tax return portal

SUBSCRIPTIONS

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Business books

THE
ESSENTIAL BOOKKEEPER

Setting The Foundation For Success

Starting at $400 per month

 

Monthly transaction classifications

Monthly bank reconciliations

Monthly general ledger maintenance

Monthly trial balance

Quarterly virtual financial review

Access to accounting portal

THE
FUNDAMENTAL ACCOUNTANT

Understanding Your Financial Position

Starting at $800 per month 

 

Monthly transaction classifications

Monthly bank reconciliations

Monthly general ledger maintenance

Monthly financial reporting

Monthly virtual financial review 

Annual budget and forecasting

Budget vs. actual analysis

Year-round email and phone support

Access to accounting portal

THE
TAX PLANNER

Enabling Growth and Sustainability

Starting at $2600 per month

TAX:

Quarterly tax strategy calls

Quarterly tax estimates and payments

Annual 1099 filing (up to 10 contractors)

Annual tax return preparation and filing for business and personal

Video walk-through of tax return

Access to tax return portal

ACCOUNTING:

Monthly transaction classifications

Monthly bank reconciliations

Monthly general ledger maintenance

Monthly financial reporting

Quarterly virtual financial review

Access to accounting portal

OTHER SERVICES

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Used Books

CONSULTATION SERVICES

Ask an Accountant

30-minute consultation - $45

60-minute consultation - $80

If you have bookkeeping or accounting related questions, then this is the option for you.

Ask a Tax Pro

30-minute consultation - $80

60-minute consultation - $150

If you have tax or entity structure related questions, then this is the option for you.

Ask about our consultation subscription options.

QUICKBOOKS ONLINE (QBO) SERVICES

QBO Setup

Hourly rate $80/hr

 

Set up company file

Link bank accounts

Set up chart of accounts

QBO Cleanup

Hourly rate $80/hr

If your books have fallen behind and need to be caught up, then this is the option for you.

It's okay to mix and match services.  They can be tailored to the specific needs of your business.

No two businesses are the same, even if they are in the same industry.  We realize that fact and will work with our clients to assemble the best packages for their specific bookkeeping, accounting and tax needs.  

 

Schedule a free call today to see which services are best for you.

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