We believe that providing well-rounded service is the key to a successful relationship. Our packages are set up for this purpose, plus our add-on services fill in the gaps to ensure your business’ financial system is complete.

Package Options (current year)

Starter – Annual Revenue of $50k-$150k: $240 per month or $290 per month including strategic tax planning

Basic – Annual Revenue of $151k – $300k: $370 per month or $480 per month including strategic tax planning

Select – Annual Revenue of $301k – $500k: $500 per month or $700 per month including strategic tax planning

Pro – Annual Revenue of $501k – $750k: $620 per month or $940 per month including strategic tax planning

Elite – Annual Revenue of $751k – $1mil: $740 per month or $1,180 per month including strategic tax planning

*Custom quotes required for annual revenue over $1 million, please contact us.

All packages include the following services:

• Monthly bookkeeping including transaction posting, bank reconciliations, journal entries, and review of general ledger for accuracy
• Annual business tax return preparation (C corp/S corp/Partnership)
• Annual individual tax return preparation (including Sole Props, one owner and one state)
• Estimated tax payment assistance
• Unlimited communication
• Quickbooks Online 25% discount with training

Add-on Services

Additional state tax return – $6 per month each

Individual tax return preparation – $25 per month (each additional owner)

Rental properties – $6 per month each

Other state and local taxes (sales tax, property tax, etc.) – $12 per month

Quarterly/Annual Payroll Reports – $35 per month

Informational Form Reporting (1099, 1042, etc.) – $7 per form

Prior years bookkeeping (back work needed) or tax returns – determined based on applicable revenue, contact for details.

Consulting – $150 for two hours, $95 for each additional hour (prorated to 15 min increments)

If the service needed is not listed, it may still be provided, please contact us for more details.