Flexible plans and features with no hidden costs or fees

Get the accounting services you need for yourself, or your business all in one place. 

Business Accounting

We'll guide you in strategizing your tax planning throughout the year.

Tax Preparation & Planning

Get help with your state and federal tax preparation needs.

Tax Resolution

Resolve any outstanding disputes or issues with your previous tax filings.

Other Services

We offer a wide range of services either stand-alone or as an add-on.

Business Accounting Packages

Bronze

$895

$805.50

Monthly

Meet legal requirements and avoid penalties

    • Reconciling 2 Banks, Credit Cards, And/Or Loans
    • Setup And Modify Chart Of Accounts For Management Needs
    • Forecasting, Budgets, And Strategic Planning
    • Annual Adjustment For Depreciation Of Fixed Assets
    • Monthly Review of Accounts Receivables and Payables

    • Annual Adjustments For Inventory Value
    • Annual Adjustments For Intercompany Loans
    • Monthly Client Review Meeting
    • Process And Manage Payroll
    • Process And Manage Sales Tax
    • Quickbooks Online Subscription/License (Up To 5)
    • Receipt / Invoice Integration
    • Accrual Basis Reports
    • Designated as 3rd Party Accounting Representative

    • 2 Hours A Month Bookkeeping Team Time (Email Only)
    • CPA Team Time

    • Target Completion/Delivery Dates Before End Of the Following Month
    • Target Response Time Of 10 Business Days (Email Only)

     

    • Monthly Training/Knowledge Transfer

     

    • IRS or State Audit Support
    • Financial Paperwork Digitization

     

    • 3-Year Document Archival
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Silver

$1,595

$1,435.50

Monthly

Ensure compliance and good record keeping

  • Reconciling 2 Banks, and 2 Credit Cards, And/Or Loans
  • Setup And Modify Chart Of Accounts For Management Needs
  • Forecasting, Budgets, And Strategic Planning
  • Monthly Adjustment For Depreciation Of Fixed Assets
  • Monthly Review of Accounts Receivables and Payables

  • Monthly Adjustments For Inventory Value
  • Monthly Adjustments For Intercompany Loans
  • Monthly Client Review Meeting
  • Process And Manage Payroll
  • Process And Manage Sales Tax
  • Quickbooks Online Subscription/License (Up To 5)
  • Receipt / Invoice Integration
  • Accrual Basis Reports
  • Designated as 3rd Party Accounting Representative
 
  • 2 Hours A Month Bookkeeping Team Time (Email, And Phone)
  • 2 Hours A Month CPA Team Time (Email Only)
 
  • Target Completion/Delivery Dates Before 20th Of the Following Month
  • Target Response Time Of 5 Business Days (Email, And Phone)
 
  • 2 Hours Monthly Training/Knowledge Transfer
 
  • IRS or State Audit Support
  • Financial Paperwork Digitization

 

  • 5-Year Document Archival

 

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Gold

$2,895

$2,605.50

Monthly

Perfect for financial piece of mind and compliance

  • Reconciling 8 Banks, Credit Cards, And/Or Loans
  • Setup And Modify Chart Of Accounts For Management Needs
  • Forecasting, Budgets, And Strategic Planning
  • Monthly Adjustment For Depreciation Of Fixed Assets
  • Monthly Review of Accounts Receivables and Payables

  • Monthly Adjustments For Inventory Value
  • Monthly Adjustments For Intercompany Loans
  • Monthly Client Review Meeting
  • Process And Manage Payroll
  • Process And Manage Sales Tax
  • Quickbooks Online Subscription/License (Up To 5)
  • Receipt / Invoice Integration
  • Accrual Basis Reports
  • Designated as 3rd Party Accounting Representative
 
  • 4 Hours A Month Bookkeeping Team Time (Email, And Phone)
  • 2 Hours A Month CPA Team Time (Email, and Phone)
 
  • Target Completion/Delivery Dates Before 10th Of the Following Month
  • Target Response Time Of 2 Business Days (Email, And Phone)
 
  • 2 x 2 Hours Monthly Training/Knowledge Transfer
 
  • IRS or State Audit Support
  • Financial Paperwork Digitization

 

  • 7-Year Document Archival

 

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Tax Preparation & Planning

Personal Tax Preparation

Starting From

$250

Individual Federal & State Tax Filings

Pricing may vary based on the level of complexities
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Corporation Tax Preparation

Starting From

$1,000

State & Federal Tax Filings

Pricing may vary based on the level of complexities
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Personal Tax Planning

Starting From

$395

Per Hour

Individual Federal & State Tax Filings

Pricing may vary based on the level of complexities
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Corporation Tax Planning

Starting From

$1,000

 

State & Federal Tax Filings

Pricing may vary based on the level of complexities
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Tax Resolution

Personal Tax Resolution

Starting From

$395

  • Pricing may vary based on the level of complexities
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Corporation Tax Resolution

Starting From

$600

  • Pricing may vary based on the level of complexities
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Other Services

State or Federal Audit Support/Representation

Starting From

$395

Per Hour

Assistance with both State or Federal audits

  • Pricing may vary based on the level of complexities
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Business Entity Formation

Starting From

$695

 

Guidance on forming the right corporation type

  • Pricing may vary based on the level of complexities
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Financial Statement Compilation

Starting From

$5,000

Assist with the management of presenting your financial statements.

  • Pricing may vary based on the level of complexities
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Accountant Services for Businesses

Interested in learning more about our pricing or finding the right package size for you?
Click to view Accountant Services for Businesses