SIMPLE PRICING

FLAT MONTHLY FEE TO MEET THE NEEDS OF YOU AND YOUR BUSINESS

All monthly plans include access to Xero Accounting Software or QuickBooks Online and access to a licensed Certified Public Accountant. If you do not find a plan to fit your exact needs, please contact us and we will build a custom plan just for you! 

Sole PROPRIETOR & Schedule C 

  • Monthly Bookkeeping

  • Financial Statement Preparation

  • Personal Tax Preparation (Form 1040)

  • Accounting & Tax Support

  • Month-to-Month Contract

  • Ideal for:

    • Realtors

    • Independent Contractors

    • Personal Service Providers

    • Consultants

    • Freelancers

Small business Owner

  • Monthly Bookkeeping

  • Financial Statement Preparation

  • Business Tax Preparation:

    • Form 1120S or

    • Form 1065

  • Personal Tax Preparation (Form 1040)

  • Accounting & Tax Support

  • Month-to-Month Contract

  • Ideal for:

    • Businesses with < 15 transactions per month

small business owner plus

  • Monthly Bookkeeping

  • Financial Statement Preparation

  • Business Tax Preparation:

    • Form 1120S or

    • Form 1065

  • Personal Tax Preparation (Form 1040)

  • Accounting & Tax Support

  • Month-to-Month Contract

  • Ideal for

    • Businesses with > 15  transactions per month

Individual Taxes Too

All monthly plans included preparation of your individual tax return as part of your monthly fee. If however, you do not own a business or operate as a contractor/sole proprietor, we can still provide individual tax preparation services for you. Please contact us for more information about our firm's individual tax compliance services.

The Fine Print

  • We will never charge you for services beyond your monthly plan rate without full disclosure and your prior approval

  • There is no contract and you can cancel your subscription at any time with a written notice by mail or email

  • Your personal and financial information is confidential and will never be used/shared for any other purpose other agreed upon services

  • Representation for IRS Audits or any other audit engagements are not included in the plans quoted above

  • Please allow reasonable time for response to your accounting and tax questions (1 to 2 business days) 

 

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