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BOOKKEEPING PACKAGES
Simple, transparent pricing designed to fit your needs and budget.
Basic
Perfect for freelancers and startups with straightforward finances.
$99 / month
Up to $0.5M monthly Revenue
WHAT'S INCLUDED:
- Monthly bookkeeping & reconciliation
- Bank & credit card reconciliation (up to 2 accounts)
- Upto 200 No, of Transactions
- Monthly profit & loss statement
- Monthly balance sheet
- Dedicated bookkeeper
- QuickBooks or Xero setup & access
Standard
Recommended
Great for growing small businesses that need more financial visibility.
$249 / month
Up to $1M to $3M monthly revenue
WHAT'S INCLUDED:
- Everything in Basic, plus
- Weekly bookkeeping & reconciliation
- Up to 5 bank & credit card accounts
- Monthly cash flow statement
- upto 400 No. of transactions
- Year-round tax consultation
- Accounts payable & receivable tracking
- Payroll reconciliation support
- 1099 contractor preparation
- Secure client portal access
Advanced
Built for established businesses with complex financials and reporting needs.
$499 / month
Over $3M monthly revenue
WHAT'S INCLUDED:
- Everything in Standard, plus
- Unlimited bank & credit card accounts
- 400+ No of transactions
- Accrual-based accounting
- Cash flow forecasting & budgeting
- Custom chart of accounts
- Dedicated CPA oversight
- Business & personal tax return filing
- Deferred revenue & prepaid schedules
- Priority response (24hr turnaround)
- Quarterly strategy review calls
INDIVIDUAL TAX (1040) PACKAGES
Simple, transparent pricing designed to fit your needs and budget.
Basic
Perfect for W-2 employees and simple tax returns.
$175 / Return
Simple Federal & State Filing
WHAT'S INCLUDED:
- Federal tax return (Form 1040)
- 1 State tax return
- W-2 income reporting
- Standard deduction
- Child tax credit
- E-file included
- IRS basic notice assistance
- Secure client portal access
Standard
Great for families, investors & self-employed individuals.
$250 / Return
Multiple income sources & deductions
WHAT'S INCLUDED:
- Everything in Basic, plus
- Itemized deductions
- Self-employment income (Schedule C)
- Investment income (1099-B, Dividends, Crypto)
- Rental property income (1 property)
- Retirement income & distributions
- Tax planning consultation
- Estimated tax calculations
- Prior year return review
Recommended
Advanced
Built for high-income taxpayers and complex tax situations.
$450 / Return
Complex tax planning & advanced filings
WHAT'S INCLUDED:
- Everything in Standard, plus
- Multiple rental properties
- Multi-state tax filing
- Foreign income reporting
- FBAR & FATCA reporting
- Complex stock & crypto transactions
- IRS notice & audit support
- Roth conversion analysis
- Tax-saving strategy session
- Priority support (24hr response)
BUSINESS TAX PACKAGES
Simple, transparent pricing designed to fit your needs and budget.
Basic
Perfect for small businesses with simple tax filing needs.
$399 / Return
Single-state filing & simple bookkeeping
WHAT'S INCLUDED:
- Federal business tax return preparation
- 1 State business tax return
- LLC / S-Corp / Partnership filing
- Basic year-end review
- Profit & loss & balance sheet review
- E-filing included
- IRS basic notice assistance
- Secure client portal access
Standard
Great for growing businesses with employees & ongoing compliance needs.
$699 / Return
Multi-state & payroll support
WHAT'S INCLUDED:
- Everything in Basic, plus
- Multi-owner partnership allocations
- Payroll tax reconciliation
- Officer compensation review
- Sales tax review support
- Multi-state filing support
- Tax planning consultation
- Quarterly estimated tax guidance
- Bookkeeping cleanup adjustments
- 1099 filing support
Recommended
Advanced
Built for established businesses with complex tax structures & planning needs.
$1,099 / Return
Advanced tax planning & CFO-level guidance
WHAT'S INCLUDED:
- Everything in Standard, plus
- Advanced tax strategy planning
- Entity structure optimization
- Foreign owner / international reporting
- Franchise tax compliance
- IRS audit & notice support
- Dedicated CPA oversight
- Year-round tax advisory
- Business succession planning
- Priority response (24hr turnaround)
- Quarterly strategy review meetings