Full Service Tax & Accounting

Comprehensive Services for Every Need

From monthly bookkeeping to complex business acquisitions, we combine technology with expert human review to deliver accurate, compliant results.

Starting at $75/mo

Monthly Bookkeeping

Keep your books clean with regular reconciliation and financial reporting

Monthly reconciliation
Transaction categorization
Financial reports
Dedicated bookkeeper

From $149

Tax Preparation

Individual and business tax preparation with human review

Individual returns
Business returns
Multi-state filing
Amendment support

Included with prep

Tax Filing

Federal and state e-filing with secure document storage

Federal e-filing
State e-filing
Confirmation tracking
Portal storage

Custom

Financial Analysis

Business health reviews and actionable insights

P&L analysis
Cash flow review
KPI tracking
Growth recommendations

Custom

LLC Formation Assistance

Help with LLC creation and EIN application (not legal advice)

Formation guidance
EIN assistance
Document prep help
State filing support

Custom

Registered Agent Services

Assistance with registered agent updates and compliance

Agent updates
Compliance reminders
Document handling
State coordination

Custom

State Filings Support

Annual reports and ongoing state compliance

Annual reports
State amendments
Compliance tracking
Deadline reminders

Custom

Federal Filing & Prep

Complex federal filings and preparation work

Multi-entity returns
Partnership filings
Corporate returns
Extension handling

Included quarterly

Business Consultation

1:1 calls for strategic business guidance and planning

Quarterly check-ins
Strategic planning
Tax strategy
Growth planning

Custom

Acquisition File Review

Financial review for business purchases with risk assessment

Financial review
Risk flag identification
Due diligence support
Report delivery

Transparent Pricing

Clear, upfront pricing with no hidden fees

Individual Tax

Personal returns

Simple W-2$149
Married/Itemized$249
Self-employed$349+
Rental/Investments$449+
Multi-state add-on+$100

Bookkeeping

Monthly plans

Starter (0-50 txns)$75/mo
Growth (51-150 txns)$175/mo
Pro (150+ txns)Custom

Business Returns

Entity filings

LLC/S-Corp$800+
C-Corp$1,000+
Partnership$900+
Multi-entityCustom

Not sure what you need?

Book a free 15-minute consultation to discuss your specific situation and get a custom quote.