Quarterly

Tax and Bookkeeping Review

Prices start at $150 a month

  • Quarterly account reviews

  • Tax Estimate preparation

  • Proactive tax planning

  • Annual tax return preparation

  • Confidence in your financial position

Let's Work Together
Laptop displaying financial charts and data on a desk with a smartphone and a notepad nearby.

Monthly

Full Service Tax and Books

Prices start at $250/mo

What’s included:

  • Monthly bookkeeping and reconciliation

  • Payroll management

  • Monthly financial reports

  • Estimated tax preparation

  • Annual Tax return preparation

  • Proactive tax planning

  • Year-end tax readiness

  • Personal service and steady communication

  • Confidence in your financial position

Let's Work Together
Person participating in a video call on a laptop at a wooden desk, with plants visible outside through large windows.
Tax form 1120, a pen, and a grey pencil case on a wooden desk.

Annual Tax Preparation only

Tax Prep

From $250 for individual returns and $600 for business returns

  • Annual tax return preparation (personal or business)

  • semi-annual check-ins and planning

  • Year-round support and questions

  • Complete tax return filing

  • Peace of mind until next year

Let's Work Together
A large collage of crumpled and torn pieces of paper with handwritten notes, drawings, and printed text.

$70/hr

  • Detailed account reconciliation

  • Financial organization and cleanup

  • Preparation for tax filing or financial reporting

  • Supportive, judgment-free guidance

  • Clear communication throughout the process

Bookkeeping Clean-up

Let's Work Together

Not sure which service is right for you?

Your business changes, and we adapt with you. No long-term contract, no penalties.

Let’s chat - the first consultation is free.

Contact us