Tax + Books – Business Essentials
Ongoing Monthly Bookkeeping and Annual Tax prep
Individual & S-Corp Tax Preparation (1040 + 1120-S)
-> Monthly Bookkeeping
-> Payroll Oversight
-> Year-round Access for Quick Questions (portal)
-> Mid-year Check-in
Starting at $500/mo
*Most clients pay $525 – $600/mo
Tax + Books + More – Holistic Support
Advisory, Planning, Bookkeeping and Tax Preparation
Everything in Mother, plus:
-> Expanded Year-round Support (text, phone, portal)
-> Admin Support: All the Little Stuff
-> IRS Transcript Monitoring
-> Advanced Tax Planning & Strategy
Starting at $900/mo
*Most clients pay $900 – $975/mo
One-time Services
Tax Preparation
$1,200+
Annual prep only
Includes:
✓
Individual only
✓
1040 + Sch C
✓
Fed + 1 State + Local
Representation
$500+
Solving IRS & State Tax Problems
Services:
✓
Penalties
✓
Letters
✓
Collections
Catch-Up Books
$300+/mo
Bookkeeping Projects
Services:
✓
Initial setup
✓
Prior Year Books
✓
Clean-Up