Our Small Business Accounting Package is a complete solution to your day-to-day accounting troubles.
We work with you to accomplish tasks such as paying bills, payroll, and preparing tax returns, all completely online. We ensure your information is secure with our advanced, cloud-based technology so you can rest easy. Our systems communicate and document in real-time, saving you hours in the day.
Our collaborative team will evaluate your needs so we can provide you with personalized services. We even make training simple by working side-by-side with your team throughout the process.
Small Business Package Pricing
- Monthly Accounting
- Annual tax review
- Business tax preparation
- QuickBooks support
- Dext electronic receipt management
- Payroll powered by YPD (billed separately)
Everything in ESSENTIAL, plus:
- Business/Tax Advisory
- Profit First advisory (optional)
- Monthly financial statements
- Custom management reporting (optional)
- Sales tax return preparation
- Precision accounting with accruals and payments
- 1099 preparation and filing
ESSENTIAL & PLUS, plus:
- Monthly Business/Tax Advisory
- Custom management reporting
- Real-time bank & credit card account reconciliation
- Bill.com bill processing (optional)
How we customize your quote
Business Consulting + Tax
Your Financials, Our Advice
Starting at $995/year for tax return preparation +
$350/month for consulting
There are times when a business does not require bookkeeping or accounting services outlined in our Small Business Accounting Packages. For those companies, we offer our Business Consulting + Tax service.
Since we will not be regularly reviewing and validating the business's financial records, it's essential that the business's books are impeccably maintained and error-free. Using your "squeaky clean" books, we'll provide you with comprehensive business and tax advice to help drive your success.
- Quarterly consulting meetings, utilizing your financial statements
- Federal tax returns
- State & local income tax
Corporate & Partnership Return Preparation
Starting at $995
While we do not prepare entity tax returns for businesses outside of our Full-Service Packages, you may have auxiliary businesses that need filing, but do not need monthly accounting and tax planning services such as, real estate rental entities, management companies, and self-leasing companies.
Audit Protection: 20% of the tax return cost
Accounting for these businesses is billed separately based on the number of transactions and complexity.
Individual Tax Return Preparation
Our minimum fee for a personal 1040 tax return is $595.
If the return includes a Schedule C or Schedule E, the minimum fee is $895.
WE ARE CURRENTLY WORKING WITH NEW CLIENTS FOR TAX YEARS 2023 AND FORWARD.