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Packages & Pricing

  • ESSENTIAL PACKAGE

    • Monthly Reconciliation

    • Categorizing Transactions

    • Monthly P+L & Balance Sheet

    • Quarterly Review Call

    PREMIUM PACKAGE

    • Everything in Essential Package

    • Payroll Coordination & Filings

    • 1099 Contractor Tracking

    • Tax-ready Financials

    CLEAN-UP/CATCH-UP WORK

    • Flat rate upon review

  • TAX PREPARATION

    • Individual 1040

    • Schedule C

    • Corporations & Partnerships

    • Non-profits

    BUSINESS TAX FILINGS

    • Business Tax & License

    • Franchise & Excise Tax

    • Sales Tax

    • Annual 940s

    • Quarterly 941s

    • W2 & 1099 Consolidation

    • Quarterly Reconciliations

    • Receipt Categorization

    • Business Tax & License

    • Franchise & Excise Tax

    • Sales Tax

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