Individual Tax Return Filing - 395.00

Review of prior year tax returns

Federal 1040 preparation and E-file

One State Tax Return

Itemized Deductions

Interest and Dividend reporting (Schedule B)

Stock Sales and reporting (Schedule D)

Self Employed Individual Tax Return filing - 790.00

(sole proprietors, single member LLC’s) 

Review of prior year tax returns

Federal 1040 preparation and E-file

One State Tax Return

Itemized Deductions

Interest and Dividend reporting (Schedule B)

Stock Sales and reporting (Schedule D)

Schedule C  - small business income and expense reporting

Individual Return with Rental Real Estate - 690.00

(short term rentals, long term rentals, single member LLC’s, investment properties)

Review of prior year tax returns

Federal 1040 preparation and E-file

One State Tax Return

Itemized Deductions

Interest and Dividend reporting (Schedule B)

Stock Sales and reporting (Schedule D)

Schedule E - Rental Real Estate

S Corporation form 1120 S - 540.00

(gross earnings less than 250,000)*

Prepare form 1120 S 

Prepare K-1 package for each shareholder

E-File 

S Corporation form 1120 S - 1,340.00

(gross earnings more than 250,000)

Prepare form 1120 S 

Prepare K-1 package for each shareholder

E-File 

*Other IRS rules may apply

Partnership form 1065 - 740.00

(gross earnings less than 250,000)*

Prepare form 1065

Prepare K-1 package for each partner

E-File

Partnership form 1065 - 1,840.00

(gross earnings more than 250,000)

Prepare form 1065

Prepare K-1 package for each partner

E-File

*Other IRS rules may apply

Quarterly Bookkeeping - Starting at $125/month*

Perfect for small businesses with light transaction volume who need basic financial records maintained throughout the year.

What's included:

• Financial reports prepared every three months (quarterly)

• Up to 50 transactions categorized each month (that's about 12 transactions per week)

• Two bank accounts reconciled to ensure your records match your bank statements

• Clean, organized books ready for tax time

*Does not include software subscription

Who this works for:

Simple example: Local Landscaping LLC

A small landscaping company with one owner and seasonal employees. They have:

• A business checking account and a business savings account (2 accounts)

• About 40-45 transactions per month: customer payments deposited, purchases at the nursery and hardware store, fuel for equipment, occasional supply orders, and payroll

• Clean books make it easy to apply for a business loan or line of credit when needed

Monthly Bookkeeping - Starting at $300/month*

Ideal for growing businesses that need regular financial oversight and timely reporting.

What's included:

• Financial reports prepared every month

• Up to 150 transactions categorized each month (about 35 transactions per week)

• Four bank accounts reconciled to ensure accuracy across all your accounts

• Clean, organized books ready for tax time

*Does not include software subscription

Who this works for:

Simple example: Main Street Auto Repair

A local auto repair shop with 2 mechanics and a steady flow of customers. They have:

• Two business checking accounts, a business savings account, and a business credit card (4 accounts)

• About 130 transactions per month: customer payments, parts purchases, tool and equipment costs, payroll, rent, utilities, and insurance

• Need monthly reports to monitor business performance and manage cash flow

• Benefit from accurate records prepared for loan applications or business growth opportunities

Please contact us for more details