Affordable Tax Preparation, Bookkeeping & Payroll Services designed for everyone
Our products and services are designed to take the stress of business financial management and reporting off your shoulders so you can focus on what matters most: your business.
We take care of your tax preparation and bookkeeping needs, all at one fixed monthly cost, meaning there are no surprise bills at the end of the year. You pick a plan that reflects your business needs and pay a single, flat monthly fee for all of the services you need.
We're leading the industry in business tax and accounting services
- We reconcile and prepare your tax-ready financial statements monthly, so that you have an up-to-date picture of your business financials.
- At the end of the year, we file your business and personal tax returns for you, and because we handle your bookkeeping – there’s no waiting around.
- We combine our expert tax knowledge with industry leading technology to give you the biggest business and tax advantage possible
- Our two-way client portal allows you to communicate with your accountant and access your documents securely at any time, 24 hours a day, 7 days a week.
- Our comprehensive knowledge base allows you to expand on your business and tax knowledge – included with any tax, bookkeeping or payroll package.
Bookkeeping
Bookkeeping is a fundamental part of any business. Without a clean set of books, having an accurate financial picture becomes impossible. We reconcile your accounts monthly to ensure you’re up-to-date and never late!
Tax Preparation
Our bookkeeping and tax preparation package comes standard with one business return and one individual tax return included. We file your returns on time, with no surprise bills come tax time!
Financial Statements
Every month we produce tax-ready financial statements that allow us to file your tax returns at the end of the year. Filing your own returns? No problem! Our bookkeeping package comes standard with financial statements so you can have peace of mind when you file.
Quality Support
Our team is behind you every step of the way. If you have question, you can e-mail us via the contact us page or message us directly via the client portal. You’ll receive a response the same day.
Choose a plan to get started
Starter Plan
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For businesses with gross revenue up to $100k per year
Standard Plan
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For businesses with gross revenue from $100k-$300k per year
Extended Plan
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For businesses with gross revenue from $300k-$500k per year
Max Plan
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For businesses with gross revenue from $500k-$1M per year
All tax preparation & bookkeeping plans come with:
- Dedicated Accountant
- Monthly Bank Reconciliations
- Monthly Financial Statements
- Monthly Sales Tax Reports
- 24/7 Access to Portal and Documents
- Premium Support
- Tax Return for One Business (Sole Prop, 1065 or 1120S)
- One Individual Tax Return (1040)
- Quarterly Tax Projections
- Annual Tax Planning Report
Starter Plan
-
For businesses with gross revenue up to $100k per year
Standard Plan
-
For businesses with gross revenue from $100k-$300k per year
Extended Plan
-
For businesses with gross revenue from $300k-$500k per year
Max Plan
-
For businesses with gross revenue from $500k-$1M per year
All bookkeeping plans come with:
- Dedicated Accountant
- Monthly Bank Reconciliations
- Monthly Financial Statements
- Monthly Sales Tax Reports
- 24/7 Access to Portal and Documents
- Premium Support