We provide both businesses and individuals with essential tax and operational services. Not only can we do the job, but in many cases we save our clients money.
Whether you are just starting your business or have an established one, we are qualified to handle all of your businesses tax & bookkeeping needs.
We provide tax & bookkeeping packages to companies of all sizes and industries. Our services include tax preparation, monthly transaction coding and review, bank and credit card reconciliations, expense analysis, payroll and financial statement preparation. In addition, most of our packages include business and personal tax return preparation.
We will assign you a specific staff member to your company that will allow you to have one point of contact to handle all your company needs.
Below is a chart of our tax & bookkeeping packages. The packages and pricing can be modified to meet your company’s specific needs. These packages are based upon using QuickBooks Online or Desktop.
Bronze
$200
monthly
Silver
$350
monthly
Gold
$650
monthly
Platinum
$975
monthly
Bank & Credit Card Accounts
Up to 2 Accounts
Up to 3 Accounts
Up to 5 Accounts
Up to 10 Accounts
Monthly Transactions
Up to 75/Month
Up to 150/Month
Unlimited
Unlimited
Monthly Account Reconciliations
✓
✓
✓
✓
Year-End Journal Entries
✓
✓
✓
✓
Maintain Depreciation Schedules
✓
✓
✓
✓
Financial Statements
Quarterly
Quarterly
Monthly
Monthly
Payroll Services
$45 monthly Add-On
Up to 2 Employees
Up to 5 Employees
Up to 10 Employees
Sales Tax Services
$75 monthly Add-On
$75 monthly Add-On
✓
✓
Annual Business Tax Return
*See Below
✓
✓
✓
Annual Personal Tax Return(s)
*See Below
*See Below
Included for Up to 2 Owners
Included for Up to 2 Owners
QuickBooks Software Fees
$25 monthly Add-On
✓
✓
✓
Setup/Transition Fee
$150 One Time Fee
$150 One Time Fee
✓
✓
Client Portal Access
✓
✓
✓
✓
*Business & personal tax return fees are based upon a per form fee schedule. Ask us for a fee quote for your business & personal tax returns.