Accounting Services

Premium

Monthly accounting services including

  • transactions entries for all bank and credit card accounts

  • accounts receivable payment entry

  • accounts payable vendor invoice and payment entry

  • bank and credit card account reconciliations

  • payroll entry and account reconciliations

  • loan activity and reconciliations

  • annual budget created

  • monthly management reports (balance sheet, income statement, cash flow projection, budget vs actual) delivered no later than the 10th of the month

  • monthly management review meeting

Packages start at $1,450

Standard

Monthly accounting services including

  • transactions entries for all bank and credit card accounts

  • bank and credit card account reconciliations

  • payroll entry and account reconciliations

  • loan activity and reconciliations

  • monthly management reports (balance sheet, income statement, cash flow projection) delivered no later than the 10th of the month

  • monthly management review meeting

Packages start at $1,050

Basic

Monthly accounting services including

  • transactions entries for all bank and credit card accounts

  • bank and credit card account reconciliations

  • payroll entry and account reconciliations

  • loan activity and reconciliations

  • monthly management reports (balance sheet, income statement, cash flow projection) delivered no later than the 10th of the month

Packages start at $750

ACCOUNTING FAQs

  • Yes, we can work together to come up with a plan to provide your tax and accounting with one monthly rate.

  • Short answer: no.

    I can help you get set up and map accounts into your accounting software, but you'll be responsible for processing those items. Sales tax and payroll are specialized areas in accounting. Each state is different and with remote work it’s difficult to keep on the ever changing rules for employers.

Tax Services

S-corps

S-corporation tax return preparation (Form 1120-S) includes -

  • e-file Federal tax return and all applicable schedules and worksheets

  • e-file state tax return (limit 2) and all applicable schedules and worksheets, including pass-through entity taxes

  • e-file local tax returns* and all applicable schedules and worksheets

  • deliver K-1 to all shareholders via PDF

  • review annual accounting for any potential missed deductions, including mileage and home office

  • review and reconcile fixed assets and depreciation

  • estimated tax preparation based on the IRS and state requirements to avoid underpayment penalties

  • review reasonable compensation requirements for next year

Returns start at $1,200

Partnerships

Partnership tax return preparation (Form 1065) includes -

  • e-file Federal tax return and all applicable schedules and worksheets

  • e-file state tax return (limit 2) and all applicable schedules and worksheets, including pass-through entity taxes

  • e-file local tax returns* and all applicable schedules and worksheets

  • deliver K-1 to all shareholders via PDF

  • review annual accounting for any potential missed deductions, including mileage and home office

  • review and reconcile fixed assets and depreciation

  • estimated tax preparation based on the IRS and state requirements to avoid underpayment penalties

  • review guaranteed payments for best tax deduction

Returns start at $1,200

Individuals

Individual tax return preparation (Form 1040) with Schedule C includes -

  • e-file Federal tax return and all applicable schedules and worksheets

  • e-file state tax return (limit 2) and all applicable schedules and worksheets, including pass-through entity taxes

  • e-file local tax returns* and all applicable schedules and worksheets

  • review annual accounting for any potential missed deductions, including mileage and home office

  • review annual activity for any potential missed deductions, including retirement or HSA contributions

  • estimated tax preparation based on the IRS and state requirements to avoid underpayment penalties

Returns start at $525

TAX FAQs

  • The prices are reflective of the cost of the software, the amount of work it requires to prepare the return, and the expertise accumulated over the years to get your return prepared correctly.

  • The flat rate price of your tax return means that you can email or call to get information about your tax situation without getting another invoice. However! If your question or situation needs research or more work performed, then we’ll discuss price at that time.

  • Each additional state is $50 above the 2 included with your return.