Pricing & Plans
Simple monthly subscription bookkeeping and tax support designed for small businesses.
Bookkeeping Pricing
Starter
$100
month (recurring)
Monthly Financial Reports
Transaction categorization
Email Support
Bank feed connections
Ledger Updates
Standard
$250
per month (recurring)
All Starter features
Reconciliations for up to 3 accounts
Quarterly review meeting
Vendor & customer organization
Phone Support
Premium
$350-$500
per month (recurring)
All Standard features
Full AP/AR tracking
Monthly performance review
Up to 5 bank/credit accounts
Annual Tax Filling included (1040 + Schedule C)
Quarterly tax planning included
Priority Support
Tax Prep Services
Individual Income Tax Returns
Standard 1040 filing: $175 – $350
1040 + Schedule C: $300 – $650
Multi-state returns: $50 – $200 per state
Business Tax Add-on Services
Annual business tax summary included in all bookkeeping plans
1099 filing: $10 – $25 per 1099
Estimated quarterly tax calculations: included in Standard & Premium
Sales tax filing support: $75 – $300 per filing
Tax notice support (non-representation): $100 – $250/hr
Optional Add-On Services
Add-ons are billed separately based on scope and complexity. A detailed quote is provided before any work begins.
Bookkeeping Add-Ons
- Catch-up bookkeeping (past months)
- Clean-up bookkeeping (error corrections)
- Chart of accounts optimization
- QuickBooks setup and workflow automation
- Financial dashboard creation
Tax & Payroll Add-Ons
- Additional 1040 or Schedule C filings
- 1099 filings ($10–$25 each)
- Sales tax filings ($75–$300)
- Payroll support ($100 + $25/employee)
- IRS/state notice support ($100–$250/hr)
