Explore Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

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What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

  • $250–$300 / month

    Best for:

    • Solopreneurs

    • Side businesses

    • Schedule C filers

    Includes:

    • 1 bank account

    • 1 credit card

    • Monthly reconciliation

    • Categorization

    • Monthly P&L

    • Annual Schedule C tax return

    • Year-end tax summary

  • $350–$500 / month

    Best for:

    • Best for growing businesses under $100K revenue.

    Includes:

    • Up to 2 bank accounts

    • Up to 2 credit cards

    • Monthly close

    • P&L + balance sheet

    • Basic tax planning (quarterly estimates)

    • Business return (Schedule C or 1065)

    • Owner’s individual return (1040)

    Positioning:

    Ongoing accounting plus proactive tax support, year-round.

  • $600–$800 / month

    Best for:

    • Best for S-Corps and multi-account businesses.

    • Businesses over $100K

    Includes:

    • Up to 3 bank accounts

    • Up to 3 credit cards

    • Monthly close + review

    • Cash flow tracking

    • Quarterly check-ins

    • Business return (1120-S or 1065)

    • Owner’s 1040

    • Payroll coordination (processing priced separately)

    Positioning:

    Full-service accounting and tax support for business owners who want hands-off finances.

    • Payroll processing & filings: $75–$150/month + $5/employee

    • Sales & use tax filings: $50–$100 per filing

    • Additional bank or credit card accounts: $25/month per account

    • Catch-up or cleanup bookkeeping: Flat-fee quoted separately

    • IRS or state notices: $100–$300 per notice

    • Additional tax planning sessions: $150–$400 per session

Tax Preparation & Planning Services

Form 1040 – Basic / W-2

$200 – $300

  • W-2 income

  • Interest & dividends

  • Standard or itemized deductions

  • Single state filing

Form 1040 – Self-Employed / Schedule C

$350 – $600

  • Schedule C business income & expenses

  • Basic deductions

  • Single state filing

  • Year-end tax planning tips

Partnership Return (Form 1065)

$600 – $1,000

  • Up to 2 partners

  • Single state filing

  • K-1s included

  • Year-end tax planning included

S-Corporation Return (Form 1120-S)

$700 – $1,200

  • Up to 2 shareholders

  • Single state filing

  • K-1s included

  • Year-end tax planning included

Let’s Work Together

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