Services
Bookkeeping Services
Monthly Services
Routine monthly maintenance, including transaction classification & management, account reconciliation, financial statement preparation, and financial statement interpretation. Recurring services are provided at value-based pricing after conducting a diagnostic review of your current bookkeeping. This allows you to budget each month without worrying about the number of hours for which you’d be billed.
Catch-up/Clean-up Service
This service will recreate your current financials in QuickBooks Online (QBO) (subscriptions paid to Intuit not included, but please ask us about our wholesale billing rates), and/or fix inaccurate books, including cleaning up chart of accounts, classifying transactions into correct accounts, and ensuring business activities are correct and current.
Our current catch-up/clean-up rate is $125 an hour, billed in advance in 10 hour blocks. Unused funds are returned as a refund or as a credit for other services. Monthly services are per custom quote after we’ve analyzed your circumstances and needs. In all cases, there is a non-refundable $250 onboarding fee.
Tax Services
There are over 2,200 IRS forms and publications, plus thousands of state forms. We will provide a quote up front for tax services based on your specific needs.
Personal and Business Tax Returns
Preparation and filing of Federal and State personal and business returns including Partnerships (Form 1065), S-Corporations (Form 1120-S) and Individual/Joint (Form 1040).
Base Rate Form 1040 | $600
Base Rate Forms 1065 & $1120-S | $1,750
Total tax return prices increase with complexity, such as rental properties, specialty real estate tax related events, additional state filings, etc, and decrease with military and returning client discounts.
