Little Help Package
Monthly Business Budget
- 1 business bank account
- Up to 50 total transactions per month
- Monthly reconciliation
- Standard monthly financial snapshot
- Profit & Loss
- Balance overview
$275 – $300 /Month
Build Your Tax & Bookkeeping Package
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More Help Package
Accounts payable and receivable.
- Includes Everything in Tier 1 PLUS
- Up to 2 business bank accounts
- Up to 150 total transactions per month
- Full monthly reconciliation
- Priority client response time
- Enhanced monthly financial performance snapshot
- Visuals + basic trends
$500 /Month
Peace of Mind Package
Analysis of Income and Expenses to save more money and grow income.
- Includes Everything in Tier 1 & Tier 2 AND
- Payroll processing included
- State business tax submissions included
- Quarterly filings & reporting included
- Monthly accountability / strategy meeting (virtual)
- Full business budget creation + monthly review
- Quarterly business growth & financial optimization consultations
- Proactive financial recommendations to:
- Increase profit
- Reduce expenses
- Improve long-term sustainability
- Goal & KPI tracking support, tools, and reporting
$1000 /Month
Individual Tax Services
$375
Individual Business Taxes
$500
Amended Tax Returns
$250 - $350
Prior Year Taxes
$375
Partnership - Form 1065
$750
S Corp - Form 1120S
$750
C Corp - Form 1120
$800
Review Your Details
Additional Services
Monthly Charges
$0 / Month
One Time Charges
$0
Discount (20%)
-$0
Total
$0
Payment Details
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