Accounting Services
Premium
Monthly accounting services including
transactions entries for all bank and credit card accounts
accounts receivable payment entry
accounts payable vendor invoice and payment entry
bank and credit card account reconciliations
payroll entry and account reconciliations
loan activity and reconciliations
annual budget created
monthly management reports (balance sheet, income statement, cash flow projection, budget vs actual) delivered no later than the 10th of the month
monthly management review meeting
Packages start at $1,450
Standard
Monthly accounting services including
transactions entries for all bank and credit card accounts
bank and credit card account reconciliations
payroll entry and account reconciliations
loan activity and reconciliations
monthly management reports (balance sheet, income statement, cash flow projection) delivered no later than the 10th of the month
monthly management review meeting
Packages start at $1,050
Basic
Monthly accounting services including
transactions entries for all bank and credit card accounts
bank and credit card account reconciliations
payroll entry and account reconciliations
loan activity and reconciliations
monthly management reports (balance sheet, income statement, cash flow projection) delivered no later than the 10th of the month
Packages start at $750
ACCOUNTING FAQs
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Yes, we can work together to come up with a plan to provide your tax and accounting with one monthly rate.
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Short answer: no.
Sales tax and payroll are specialized areas in accounting. Each state is different and with remote work it’s difficult to keep on the ever changing rules for employers.
Tax Services
S-corps
S-corporation tax return preparation (Form 1120-S) includes -
e-file Federal tax return and all applicable schedules and worksheets
e-file state tax return (limit 2) and all applicable schedules and worksheets, including pass-through entity taxes
e-file local tax returns* and all applicable schedules and worksheets
deliver K-1 to all shareholders via PDF
review annual accounting for any potential missed deductions, including mileage and home office
review and reconcile fixed assets and depreciation
estimated tax preparation based on the IRS and state requirements to avoid underpayment penalties
review reasonable compensation requirements for next year
Returns start at $1,200
Partnerships
Partnership tax return preparation (Form 1065) includes -
e-file Federal tax return and all applicable schedules and worksheets
e-file state tax return (limit 2) and all applicable schedules and worksheets, including pass-through entity taxes
e-file local tax returns* and all applicable schedules and worksheets
deliver K-1 to all shareholders via PDF
review annual accounting for any potential missed deductions, including mileage and home office
review and reconcile fixed assets and depreciation
estimated tax preparation based on the IRS and state requirements to avoid underpayment penalties
review guaranteed payments for best tax deduction
Returns start at $1,200
Individuals
Individual tax return preparation (Form 1040) with Schedule C includes -
e-file Federal tax return and all applicable schedules and worksheets
e-file state tax return (limit 2) and all applicable schedules and worksheets, including pass-through entity taxes
e-file local tax returns* and all applicable schedules and worksheets
review annual accounting for any potential missed deductions, including mileage and home office
review annual activity for any potential missed deductions, including retirement or HSA contributions
estimated tax preparation based on the IRS and state requirements to avoid underpayment penalties
Returns start at $525
TAX FAQs
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The prices are reflective of the cost of the software, the amount of work it requires to prepare the return, and the expertise accumulated over the years to get your return prepared correctly.
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The flat rate price of your tax return means that you can email or call to get information about your tax situation without getting another invoice. However! If your question or situation needs research or more work performed, then we’ll discuss price at that time.
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Each additional state is $50 above the 2 included with your return.