Monthly services include bookkeeping, account reconciliations, financial statement preparation, payroll management, tax planning, estimated tax projections, and a 1-hour strategy/review discussion with client.
Accounting and bookkeeping functions are performed 1 week after month-end.
We use QuickBooks Online for accounting and Gusto for payroll.
Monthly services start at $825 per month.
Individual Tax Compliance:
Annual federal and state tax return filing starting at $850.
Additional add-on services are available including assistance with all tax notices, updating estimated tax projections, and consultations on an as-needed basis. These services are billed at $300 per hour.
Business Tax Compliance:
Annual federal and state tax return filing starting at $1,500.
We work with single-member LLCs, multi-member LLCs, partnerships, S corporations, and C corporations.
Annual federal and state tax return filing starting at $850.
Additional add-on services are available including assistance with all tax notices, updating estimated tax projections, and consultations on an as-needed basis. These services are billed at $300 per hour.
