Accessible Accounting for All

The Bronze Tax Package is designed for individuals or businesses with a maximum revenue of $350,000 and up to 50 transactions per month. 

This package includes single individual or business tax return filing with the option for multiple returns at a discounted rate. 

Additionally, it provides access to Tax Financials services, ensuring comprehensive support for your tax-related financial needs. 

This package is also customizable and can be bundled with other services for a tailored solution. 

The Silver Package offers comprehensive tax preparation services for both Individual and Business entities. 

It covers Federal and single-state tax filings, along with the inclusion of Tax Financials and Tax Planning services. Designed for businesses with a maximum revenue of $500,000 and up to 100 transactions per month, this package provides an all-encompassing solution for your tax-related needs. 

It is also customizable and can be bundled with other services for a tailored approach.

The Gold Package is an all-inclusive offering that includes Tax Financials, Tax Planning, Tax Implementation, and Quarterly Tax Filing services. 

It is designed to support businesses with a maximum revenue of $1,000,000 and up to 250 transactions per month. 

This comprehensive package ensures meticulous handling of all tax-related aspects, providing you with the support needed to optimize your financial operations. 

Additionally, the Gold Package can be further customized and bundled with other services to meet your specific business requirements. 

Starting a new business?  Our Startup Support Plan offers seamless bookkeeping tailored for new or small business owners. 

Enjoy monthly account reconciliation for one bank account, covering up to 20 transactions, along with essential profit and loss reports.

Our Bookkeeping Essentials Package provides a comprehensive financial solution. 

With a core Quickbooks Online Subscription, it offers seamless reconciliation for two bank accounts, accommodating up to 50 transactions. Gain essential profit and loss reports for a comprehensive financial overview.

The Essentials+ package is an upgraded version of our Essentials package, providing support for up to 3 accounts and accommodating up to 100 transactions.

Additionally, it offers advanced reporting features for a more comprehensive financial overview.

Upgrade with our Tax Bundle. Enjoy seamless Quickbooks Online functionality, reconciliation for two bank accounts (up to 100 transactions), and detailed monthly reports.

Includes one tax return preparation and filing.

The Tax Bundle+ includes Quarterly Individual and Business Tax Returns, tax financials, tax planning and implementation. 

Enjoy seamless Quickbooks Online functionality, reconciliation for three bank accounts (up to 250 transactions), and detailed monthly reports.

Tailor your approach with our fully customizable plans. 

From bookkeeping to tax planning and consulting, we customize our services to your needs.

Contact us today to get started!