Transparent Pricing Plans for Bookkeeping, Tax Preparation and Consulting
Entry level
Starts from
$199 /month
Perfect for small businesses that want accurate, hassle-free bookkeeping.
Stay organized, tax-ready, and compliant with our streamlined monthly bookkeeping service.
Included with your plan:
- Real-time insights into your business finances
- Cash-basis profit & loss and balance sheet reports synced to your bank and credit card activity
- Year-end financial package prepared for your tax preparation.
Executive
Starts from
$499 /month
Ideal for startups and growing businesses that depend on accurate books for smart decision-making.
Gain the financial clarity and reporting your partners, lenders, and investors expect.
Included with your plan:
- Everything in Entry level
- Real-time visibility into your financial performance
- Cash or accrual-based profit & loss and balance sheet reports integrated with data from all your systems
- Accelerated month-end close with reports delivered by the 20th business day
- Financial and Insurance Audit Support and Coordination.
- Comprehensive year-end financial package prepared for tax filing.
Enterprise
Starts from
$3,999 /month
Built for established businesses seeking deeper financial insight and strategic guidance.
Gain the financial control, forecasting, and analysis your leadership team and stakeholders depend on.
Included with your plan:
- Everything in Entry-level and Executive.
- Advanced financial reporting with multi-entity and departmental breakdowns
- Monthly and quarterly performance reviews with actionable insights
- Budgeting, forecasting, and cash flow management support
- Accrual-based P&L, balance sheet, and management reports delivered by the 10th business day
- Year-end close coordination and CPA-ready financial statements
Individual Tax Returns
Starts from
$200
- Preparing and filing Form 1040 and all required state and local returns.
- Identifying deductions and credits that reduce your tax liability.
- Filing for taxpayers with W-2, 1099, rental income, capital gains, and investments.
- Handling multi-state returns for individuals who live or work in more than one state
Business Tax Returns
Starts from
$850
- Partnership Returns (Form 1065) – including K-1 preparation for partners.
- Corporation Returns (Form 1120 & 1120S) – tailored for C-Corps and S-Corps.
- Nonprofit Returns (Form 990/990EZ) – ensuring tax-exempt organizations remain in good standing.
- Filing returns for sole proprietors, LLCs, and professional service firms.
Advanced Tax Planning
Starts from
$2,500
- Evaluate the best entity structure (LLC, S-Corp, C-Corp) to reduce tax burden.
- Plan for quarterly estimated tax payments.
- Structure income and expenses to minimize taxable income.
- Identify tax credits and incentives available at the federal, state, and local levels.
- Prepare for future events like business sales, acquisitions, or succession planning.
IRS Representation & Tax Consulting
Starts from
$100
- Tax compliance and audits – responding to IRS letters, preparing documentation, and protecting your interests.
- Dispute resolution – negotiating settlements, payment plans or offers in compromise.
- Tax corrections and compliance – reviewing and amending past returns to ensure full compliance.
SBA Financing
Starts from
$350
- Loan application preparation for SBA and traditional financing.
- Assistance with financial statement preparation and analysis to meet lender requirements.
- Advising on cash flow management to ensure your business can sustain repayment obligations.
- Ongoing support during financing negotiations.
Estate Planning
Starts from
$3,500
- Loan application preparation for SBA and traditional financing.
- Assistance with financial statement preparation and analysis to meet lender requirements.
- Advising on cash flow management to ensure your business can sustain repayment obligations.
- Ongoing support during financing negotiations.