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ACCOUNTING PACKAGES

BASIC
$155/Mo

  • Review books quarterly and year-end Accounting adjustments

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

  • Year-end P&L

  • Email and text communication

ESSENTIAL
$395/Mo

  • Corporate or Partnership Tax Preparation and Filing

  • 1 Personal Tax Preparation and Filing (Federal & 1 State)

  • Monthly Bookkeeping and quarterly Accounting adjustments

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

  • Quarterly Reports

  • Review and Respond to Tax Notices

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

PREMIUM
$795/Mo

  • Corporate or Partnership Tax Preparation and Filing

  • 1 Personal Tax Preparation and Filing (Federal & 1 State)

  • Monthly Bookkeeping and Accounting adjustments

  • Bank/Credit Card reconciliation (up to 5 accounts)

  • Monthly Reports

  • Review and Respond to Tax Notices  

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

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