Accessible Accounting for All

The Bronze Tax Package is ideal for individuals or small businesses with annual revenue up to $350,000 and no more than 50 transactions per month.

This package includes:

• Filing of one individual or business tax return
   
• Discounted pricing for additional returns, if needed
   
• Access to our Tax Support Services, including organized financial summaries and preparation documents to help you stay ready for tax season
   

You can also customize this package and bundle it with other services like bookkeeping or payroll to build a solution that fits your needs.

The Silver Tax Package offers complete tax preparation for both individuals and business owners, making it a great fit for growing businesses.

This package includes:

• Federal and single-state tax filings
   
• Tax Financials to keep your records organized and ready for filing
   
• Tax Planning services to help you prepare for the year ahead and minimize tax liabilities
   

It’s designed for businesses with up to $500,000 in annual revenue and 100 transactions per month.

As with all our packages, it’s customizable and can be bundled with bookkeeping, payroll, or other services to create a personalized plan that fits your needs.

The Gold Tax Package is our most comprehensive solution, designed to support growing businesses that want hands-on, year-round tax guidance.

This all-inclusive package includes:

• Tax Financials – organized reporting to keep your records clean and ready
   
• Tax Planning – proactive strategies to reduce your tax liability
   
• Tax Implementation – putting your tax plan into action with accuracy and efficiency
   
• Quarterly Tax Filing – timely filings to help you stay compliant and avoid penalties
   

It’s ideal for businesses with up to $1,000,000 in annual revenue and up to 250 transactions per month.

Like all of our packages, the Gold Package is fully customizable and can be bundled with additional services such as bookkeeping, payroll, or QuickBooks support to fit your unique needs.

Just getting started? The Startup Support Plan is perfect for new or small business owners who need simple, reliable bookkeeping from day one.

This plan includes:

• Monthly reconciliation for one bank account
   
• Support for up to 20 transactions per month
   
• Monthly Company Financials to give you a clear picture of your business activity
   

It’s a great way to keep your books in order without feeling overwhelmed, and you can always upgrade as your business grows.

The Bookkeeping Essentials Package offers reliable, month-to-month support for growing businesses.

This plan includes:

• Monthly reconciliation for up to two bank accounts
   
• Support for up to 50 transactions per month
   
• Monthly Company Financials to help you stay on top of your business performance
   

It’s a solid step up from the Startup Plan, giving you more coverage and better insight without the complexity.

The Bookkeeping Essentials+ Package builds on our standard Essentials plan, offering expanded support for businesses with more activity and reporting needs.

This plan includes:

• Monthly reconciliation for up to three bank or credit card accounts
   
• Support for up to 100 transactions per month
   
• Advanced Company Financials, giving you deeper insight into your income, expenses, and overall performance
   

Perfect for businesses that are growing quickly and need more detailed, accurate reporting to stay on track.

Upgrade with our Tax Bundle — where we combine bookkeeping and tax filing services in one convenient package.

This bundle includes:

• Monthly reconciliation for up to two bank accounts
   
• Support for up to 100 transactions per month
   
• Detailed Company Financials delivered monthly
   
• Preparation and filing of one tax return (individual or business)
   

It’s a great option for clients who want ongoing support with their books and a stress-free tax season.

The Tax Bundle+ builds on our standard Tax Bundle by adding quarterly tax filings and more in-depth tax strategy support — perfect for clients who need ongoing, year-round guidance.

While the standard Tax Bundle covers one annual return and basic monthly reconciliation, Tax Bundle+ is designed for those with more activity and more complex needs.

This all-inclusive package includes:

• Quarterly tax filings for both individual and business returns
   
• Comprehensive Tax Financials, Tax Planning, and Implementation
   
• Monthly reconciliation for up to three bank or credit card accounts
   
• Support for up to 250 transactions per month
   
• Detailed Company Financials delivered monthly
   

If you're looking for a proactive, full-service solution to stay ahead of taxes and keep your books in order all year long, this is the plan for you.

Tailor your approach with our fully customizable plans, designed to fit the unique needs of your business.

You can mix and match services such as:

• Bookkeeping
   
• Tax Planning and Implementation
   
• Payroll and 1099 Filing
   
• Audit and Assurance Support
   
• QuickBooks Training
   
• Diagnostic Reviews
   
• Custom KPI Reports
   

Whether you need full-service support or help with a specific area, we’ll build a solution that works for you.