Our Services and Pricing
Accounting shouldn't be hard. We are here to help.
We offer a three-phase approach to every client.
Phase 1:
Client
Onboarding
Starting at $750
Two Meetings to Review:
-
Business Structure Recommendations
-
Tax Snapshot - Federal, State, and Local Tax Overview
-
Recommendations for Tracking Income/Expenses
-
Recommendations for Retirement Accounts and Potential Contribution Amounts
Phase 2:
Monthly Accounting Services
Starting at
$350/Month
Monthly Services to Include:
-
Income and Expense Tracking
-
Credit Card, Bank Account, and Loan Reconciliation
-
Monthly Financial Reporting
-
Quarterly Tax Projections
-
Includes Annual Meeting to discuss Tax Planning and Future Plans
-
Regular Email Support
Phase 3:
Tax Return Prep and Filing
Starting at $1,200/Federal Return
Sit back and relax while we take the load off you!
Add-On Services
Additional Fees Apply
Catch-Up Monthly Accounting
Payroll Services
Rental Real-Estate Tax Planning and Accounting
Electing S-Corp Business Status
Special or Non-Annual Tax Filings as Required by States
Annual 1099 Preparation