Tax & Bookkeeping Plans For Every Need

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Clear, practical support for personal taxes, self-employed professionals, and incorporated businesses.

Standard Plans

Choose The Plan That Fits Your Needs

Personal Taxes
$149 per person
  • Federal Income Tax Filing
  • State tax return support
  • W-2 & 1099 Review and Reporting
  • Available deductions and credits review
  • IRA & Retirement Contribution Guidance
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Sole Proprietor
$595 annually
  • QuickBooks setup support
  • Income and expense tracking
  • Bank-feed reconciliations
  • Sales-tax compliance and filing support
  • Schedule C business return preparation
  • Quarterly estimated tax guidance
  • Year-round tax planning support
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Monthly Bookkeeping
$495 per month
  • QuickBooks setup support
  • Business tax return preparation
  • Sales-tax compliance and filing support
  • Monthly financial statements
  • Payroll management
  • 1099 Contractor Payment Tracking & Reporting
  • AP, AR & bank-feed management
  • Annual business return and 1099 filings
  • Tax planning and distribution support
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Quarterly Bookkeeping
$745 per quarter
  • QuickBooks setup support
  • Business tax return preparation
  • Sales-tax compliance and filing support
  • Quarterly financial reporting
  • Bank-feed management
  • 1099 Contractor Payment Tracking & Reporting
  • Owner compensation planning
Start Tax Review
Year-end Bookkeeping
$1,495 annually
  • QuickBooks setup support
  • Federal business income tax return
  • Annual sales-tax filing support
  • W-2, 1099 and owner distribution planning
  • Year-end financial reporting support
  • Bank-feed management
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