A price is quoted after reviewing your prior year tax return and discussing any new changes. Prices are agreed upon prior to beginning any work.
1-2 shareholder S-Corporations or 1-2 person Partnerships, one yearly 60-minute meeting, and one 1040 tax return. Price varies by bookkeeping cleanup, business complexity, depreciation detail, and 1040 complexity.
Includes one 1040 Personal Income Tax Return. Price varies by bookkeeping cleanup, business complexity, depreciation detail, and 1040 complexity.
Personal Income Tax Return. Price varies by complexity.
Monthly categorization & reconciliations • Monthly Profit & Loss and Balance Sheet reports • Year-end Form 1040 + Schedule C filing • Unlimited email & portal questions • One 60-minute annual meeting (outside tax season) • Fees tiered by transaction volume • Additional fees: See additional fees under 1040 Only • Fees listed below are billed monthly
Monthly categorization & reconciliations • Monthly Profit & Loss and Balance Sheet reports • Year-end Form 1040 + Schedule C filing • Quarterly Federal & State estimated tax planning • Two 60-minute meetings (May/June & Nov/Dec) • Unlimited email & portal questions • Fees tiered by transaction volume • Additional fees: See additional fees under 1040 Only • Fees listed below are billed monthly
Monthly categorization & reconciliations • Monthly Profit & Loss and Balance Sheet reports • Year-end Form 1040 + 1120-S/1065 filing (1–2 person S-Corp or Partnership) • One yearly 60-minute meeting (outside tax season) • One annual Reasonable Compensation Report • Unlimited email & portal questions • Additional fees: See 1040 Only section • Fees listed below are billed monthly
Monthly categorization & reconciliations • Monthly Profit & Loss and Balance Sheet reports • Year-end Form 1040 + 1120-S/1065 filing (1–2 person S-Corp or Partnership) • Quarterly Federal & State estimated tax planning • Two 60-minute meetings (May/June & Nov/Dec) • One annual Reasonable Compensation Report • Unlimited email & portal questions • Additional fees: See 1040 Only section • Fees listed below are billed monthly
Each quarter, we’ll review your bookkeeping together to correct errors, refine your setup, and strengthen your skills. In a one-hour session, we’ll: Fix reconciliations and transaction categorizations. Identify missing or misclassified items. Update your chart of accounts to better fit your business. Teach you how to record and adjust entries correctly going forward. Perfect for business owners who manage their own books but want expert oversight and confidence their records are accurate.
Add a footnote if this applies to your business
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