Services & Fees
Monthly bookkeeping
From $275/month. Includes transaction categorization, bank and card reconciliation, and a monthly profit & loss and balance sheet. Price depends on transaction volume and number of accounts.
Tax preparation
- Individual returns (Form 1040), including self-employment income
- Small business returns: S-corp, partnership and single-member LLC
- State returns
- E-filing included
Fees depend on the complexity of your return. Contact us for a quote.
Catch-up bookkeeping
We'll clean up past months or years and get your books ready for tax time.
Quarterly estimated taxes
Calculation of federal and state estimated payments with reminders before each due date.
Advisory
Entity selection, S-corp election analysis and year-end tax planning sessions.