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)