Bookkeeping that grows with your business...
π Bookkeeping Services
Basic Bookkeeping
Perfect for solopreneurs or small home-based businesses.
Includes: transaction categorization, bank/credit card reconciliations, basic financial statements.
Monthly Plan: Starting at $150/month
Quarterly Plan: Starting at $400/quarter
Intermediate Bookkeeping
Best for growing businesses with regular transactions and basic payroll or sales tax needs.
Includes everything in Basic, plus payroll processing (up to 3 employees), sales tax filing, and enhanced reporting.
Monthly Plan: Starting at $300/month
Advanced Bookkeeping
Ideal for ecommerce or multi-stream businesses needing inventory tracking or job costing.
Includes everything in Intermediate, plus inventory management, job costing, and 1-hour monthly financial consultation.
Monthly Plan: Starting at $500/month
π 1040 Tax Preparation Services
Standard 1040 Filing (Includes 1040-ES Preparation)
Simple Return (W-2 income, standard deduction): $150
Moderate Return (itemized deductions, interest/dividends, one Schedule C): $250β$350
Complex Return:
Tier 1 (e.g., Schedule C with business deductions or Schedule E for one rental): $400
Tier 2 (e.g., multiple rentals, Schedule D for investments, more than one business): $500
Tier 3 (e.g., multiple schedules, K-1s, AMT, extensive record review): $600β$700+
Note: Final pricing based on complexity, forms required, and time involved.
Bundled with Bookkeeping
1040 tax services discounted 20% when paired with any bookkeeping plan.
πΌ Additional Fees (as applicable)
Service or Add-On Fee
Additional Schedule C - P&L from Business (Sole Proprietorship) (each beyond 1) $75
Schedule D - Capital Gains and Losses $50β$100
Schedule E - Supplemental Income and Loss $75
K-1 Forms - P&L from Business (Partners & Shareholders (each) $50
1040-X - Amended U.S. Individual Income Tax Return $125β$250
Prior-Year Returns Same as current year rates
Rush Service (less than 72 hours) $75
Tax Planning Consultation $100/hour
Bookkeeping Catch-up (per month) Starting at $75/month
Pricing subject to change based on scope of work and client needs. Customized quotes available.
