Everything a small business or a family needs from an accountant, each with a fee you’ll know before we start.
Federal and state returns for individuals, sole proprietors, S-corps, partnerships and C-corps. We prepare them in February and March, not the night before, and walk you through every number before anything is filed.
Includes
Form 1040 and schedules, 1120-S, 1065, 1120, state returns, quarterly estimates, extensions
Fee
from $450
We categorise every transaction, reconcile every account and close the month on time — so your numbers are ready whenever the bank, a buyer or the IRS asks for them.
Includes
Bank and card reconciliation, receipts capture, accounts payable, month-end close, one-page monthly report
Fee
from $325 / mo
Direct deposit, withholding, year-end W-2s and 1099s, and the quarterly payroll returns most owners forget exist. One to fifty employees, one flat monthly fee.
Includes
Pay runs, direct deposit, Forms 941 and 940, state unemployment, W-2s, 1099-NECs, new-hire reporting
Fee
from $95 / mo
The conversation most small businesses never get: where the money went, what the next two quarters look like, and which moves — entity, salary, retirement, equipment — will actually lower the bill.
Includes
Quarterly review, cash-flow forecast, tax planning, entity and salary advice, budgeting
Fee
from $250 / qtr
Send us the letter and stop worrying about it. We work out what it means, reply on your behalf, and set up payment plans or penalty relief where they apply.
Includes
Notice review, correspondence, power of attorney, payment plans, penalty abatement, audit support
Fee
from $200
Most clients choose one of these. Everything is included in one monthly fee, and you can change packages at any time.
Freelancers and one-person businesses
$190per month
Quarterly bookkeeping, Schedule C and personal return, quarterly estimates, email support
Ask about this packageOwner-run companies with a small team
$480per month
Monthly bookkeeping, payroll for up to ten, business and owner returns, quarterly review
Ask about this packageTeams of ten to fifty
$1,150per month
Weekly bookkeeping, full payroll, all returns, monthly advisory call, cash-flow forecast
Ask about this packageTell us about your business and your last tax year. You’ll leave the call knowing exactly what we’d do and what it would cost.
Or call (555) 318-4402
We answer every call and email within one business day — in tax season too.