Straightforward Pricing for Small Businesses

For businesses reported directly on the owner's individual income tax return.

Includes:

• Monthly bookkeeping and account reconciliations
• Review of balance sheet accounts
• Quarterly tax projections
• Estimated tax payment calculations
• Year-round tax guidance
• Year-end bookkeeping adjustments
• Ongoing questions related to your bookkeeping and business taxes

Individual income tax return preparation is billed separately based on time required.

For businesses that file a separate federal income tax return.

Includes:

• Monthly bookkeeping and account reconciliations
• Review of balance sheet accounts
• Quarterly tax projections
• Estimated tax payment calculations
• Year-round tax guidance
• Year-end bookkeeping adjustments
• Business income tax return preparation
• Ongoing questions related to your bookkeeping and business taxes

Individual income tax return preparation is billed separately based on time required.

The prices listed are minimum monthly fees. Your final monthly price will depend on the amount and complexity of the work required.

Additional fees may apply for businesses with higher transaction volume, multiple bank or credit card accounts, payroll accounting, sales tax or other state and local filing requirements, multiple states, or more complex bookkeeping and tax needs.

 We'll review your business before you begin so you'll know what your ongoing monthly fee will be. Each year, we'll evaluate the time and work involved with your account and let you know in advance if your monthly fee needs to be adjusted.