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ACCOUNTING PACKAGES

BASIC
$295/Mo

  • Monthly bookkeeping and reconciliation (up to 2 financial accounts)

  • Bank/Credit Card Reconciliation (up to 2 financial accounts)

  • Annual P&L report

  • Email and text communication

ESSENTIAL
$695/Mo

  • Business Tax Return Preparation & Filing (1120S / 1065 / 1120)

  • 1 Individual Tax Return (1040) included (Federal + 1 State)

  • Monthly Bookkeeping and quarterly Accounting adjustments

  • Bank/Credit Card Reconciliation (up to 3 financial accounts)

  • Quarterly Reports

  • Review and Respond to Tax Notices

  • Email and text communication and phone calls (by request)

PREMIUM
$1095/Mo

  • Business Tax Return Preparation & Filing (1120S / 1065 / 1120)

  • 1 Individual Tax Return (1040) included (Federal + 1 State)

  • Monthly Bookkeeping and Accounting adjustments

  • Bank/Credit Card Reconciliation (up to 5 financial accounts)

  • Monthly Reports

  • Tax notice review (basic response guidance; complex cases billed separately)

  • Email and text communication and phone calls (by request)

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