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Bookkeeping and Tax Services

The Basics 

Tax-Ready financial statements every month. 

  • Bank account reconciled monthly

  • Credit cards reconciled monthly

  • Digital document storage

  • Monthly Financial Statements

$300+/month

Collaboration 

More detail that supports your needs. 

  • Everything in The Basics

  • Quarterly video walk through

  • Year-round support in TaxDome for quick bookkeeping questions

  • Priority response in TaxDome

$450+/month

Concierge

High-touch, concierge accounting support

  • Everything in Collaboration

  • Monthly video walk through

  • Bi-annual tax planning meetings

  • Priority Preparation in tax season

$600+/month

Our Bookkeeping Services

Chose the level of service you need.

The Basics

Annual tax preparation and filing for individuals or business owners who need it done right.

  • Tax return preparation

  • Video walkthrough

  • IRS notice assistance

  • Digital document storage

  • Average Cost: $600+ (1040)

  • Average Cost: $1,400+ (1120S)

Collaboration

A collaborative CPA relationship with proactive planning and ongoing support

  • Everything in The Basics

  • Fall tax liability projection

  • Year-round support in TaxDome

  • Priority response in TaxDome

Concierge

High-touch, concierge accounting support designed to take it off your plate.

  • Everything in Collaboration

  • Bi-annual tax planning meetings

  • Quarterly estimates

  • Priority preparation

Our Tax Services

Chose a level of service that works for you.

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