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MEMBERSHIP OPTIONS

  • Pay-As-You-Go Tax Preparation

    600$
    Every year
    Ideal for Sole Prop, SMLLC, and PLLC with your own Bookkeeper
     
    • *Starting at $600 Per Year+*
    • Prior Year Tax Return Review
    • Income Tax Preparation (Personal + Schedule C)
    • Tax Deadline Reminders
    • Copies of Your Tax Return Upon Request
    • 25-Min Year-End Bookkeeping Review
    • 25-Min Year-End Planning & Tax Return Review
    • Quarterly Estimated Tax Payment Vouchers
    • 24/7 Secure Client Portal
    • IRS Correspondence Notice
  • Best Value

    Business Packages

    500$
    Every month
    Ideal for LLCs, PLLCs, Partnerships, S-Corp, and C-Corps
     
    • *Starting at $500 Per Month+
    • Prior Year Tax Return Review
    • *Coaching & Advisory Sessions
    • *Income Tax Preparation (Business + Personal)
    • Quarterly Estimated Tax Payments
    • Tax Extensions
    • Tax Deadline Reminders
    • Copies of Your Tax Return Upon Request
    • 25-Min Year-End Planning & Tax Return Review
    • IRS Account Monitoring
    • *Audit Protection Plan
    • 24/7 Secure Client Portal
    • Discounts on Software & Programs
    • Discounted Hourly Rate for Additional Tax Support
    • Review of Accounting System Setup
    • *Dedicated Bookkeeper
    • *Financial Health Review
    • *Dedicated Tax Expert
    • Expert Tax Advice Year-Round

  • Bookkeeping Package

    500$
    Every month
    Your Own Dedicated Bookkeeper
     
    • *Starting at $500 Per Month+
    • Prior Year Tax Return Review
    • Review of Accounting System Setup
    • Monthly Bookkeeping
    • Monthly Profit & Loss Reports
    • State and Local Sales & Excise Tax Returns
    • Tax Deadline Reminders
    • Year-End Tax Ready Financial Statements
    • 1099 Tax Filing
    • 25-Min Virtual Year-End Coaching Session
    • Payroll Setup & Support
    • 24/7 Secure Client Portal
    • *IRS Account Monitoring
    • Answer Questions Your Bookkeeper Can’t Answer
    • Discounted Hourly Rate for Additional Tax Support
    • Discounts on Software and Programs
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