A Clear Review Before You Commit.
Every engagement begins with a focused review of your needs, records, and deadlines. We then recommend the appropriate scope and confirm the fee before any work begins.
01
Share What You Need
02
We Review the Scope
03
Approve the Plan
No work begins until you approve the engagement and fee.
TAX SERVICES
Tax Pricing Based On The Return You Actually Need
Starting prices vary by filing complexity, number of forms, business activity, states involved, and the condition of the records provided.
Starting prices assume complete, tax-ready records. Additional states, prior-year filings, amendments, cleanup, planning, and complex matters are priced separately.
BOOKKEEPING AND ONGOING SUPPORT
Monthly support built around your reporting needs
Monthly pricing depends on transaction volume, number of accounts, payroll activity, loans, sales tax, and the complexity of your reporting.
BOOKKEEPING + PLANNINg
Bookkeeping and Quarterly Planning
For business owners who want current books plus quarterly guidance on taxes, cash flow, and financial performance.
From
$575
Monthly
Everything in monthly bookkeeping
Quarterly financial review
Estimated-tax planning
Cash-flow and performance guidance
CATCH-UP AND CLEANUP
Cleanup and Catch-up Bookkeeping
For businesses with overdue, incomplete, or inaccurate records that need to be corrected and brought current
Custom Flat Fee
Prior periods reviewed and corrected
Accounts reconciled through the current period
Misclassified transactions corrected
Tax-ready financial reports prepared
Starting prices assume organized records and standard activity. Final pricing depends on transaction volume, account complexity, cleanup, and reporting needs.
Custom-scope services
Some services require a closer review
We assess the issue, confirm responsibilities and timing, and provide written pricing before the engagement begins.
IRS and State Tax Resolution
Entity Setup and Compliance
Sales-Tax Support
Payroll Setup and Support
Multi-Entity Accounting
Advisory and CFO Support
How pricing works
Know the scope before you commit
Our review process helps prevent unexpected fees and makes sure the service matches the work required.
01
Tell us what is going on
Complete the short review form and describe the tax, bookkeeping, or financial support you need.
02
We assess the scope
We review complexity, deadlines, transaction volume, current records, and compliance requirements.
03
Approve clear pricing
You receive the recommended service, engagement terms, and confirmed pricing before work begins.