Bookkeeping Plans
LEVEL I
Starting at
$300/mo
Essential monthly bookkeeping for small businesses with straightforward accounting needs.
Best suited for:
- Lower transaction volume
- Fewer financial accounts
- Straightforward bookkeeping
- Cash-basis accounting
- Standard financial reporting
LEVEL II
Starting at
$500/mo
Enhanced bookkeeping for growing businesses with additional accounting complexity.
Best suited for:
- Additional accounts or transactions
- Accrual accounting
- Inventory
- Sales tax requirements
- Additional financial reporting
LEVEL III
Starting at
$750/mo
Comprehensive bookkeeping and financial support for businesses with more involved accounting needs.
Best suited for:
- Higher accounting complexity
- More involved A/R or A/P needs
- Advanced reporting
- More complex operations
- Increased advisory support
LEVEL IV
Starting at
$1,000+/mo
Customized accounting support for businesses with substantial or specialized accounting requirements.
Best suited for:
- High transaction volume
- Multiple financial accounts
- Complex financial activity
- Advanced reporting requirements
- Extensive accounting or advisory support
Accounting software included with all bookkeeping plans.
Not sure which level fits your business? Pricing is based on the overall complexity and accounting needs of your business, not simply transaction volume. Complete our quick questionnaire to receive an estimated service level and monthly price.
INDIVIDUALS
Starting at
$125
Professional individual income tax preparation for straightforward federal returns.
May include:
- Form 1040 preparation
- W-2 income
- Common 1099 income
- Standard tax credits and deductions
- Electronic filing
Pricing shown represents starting or standard pricing. Final pricing may vary based on the forms, schedules, states, and complexity involved in preparing the return.
Tax Preparation
Straightforward pricing. Professional preparation. No unnecessary surprises.
ENTREPRENEURS
Starting at
$325
Tax preparation for self-employed individuals, independent contractors, freelancers, and sole proprietors. Includes the individual Form 1040 return.
May include:
- Form 1040 preparation
- Schedule C business activity
- 1099-NEC / self-employment income
- Business income and expenses
- Applicable self-employment tax forms
SMALL BUSINESSES
Starting at
$750-$1,200+
Pricing varies by entity type and complexity.
Business tax return preparation for small-business entities. Final pricing depends on the entity type and complexity of the return.
May include:
- Partnerships - Form 1065
- S Corporations - Form 1120-S
- C Corporations - Form 1120
- Other Entities
- Electronic filing