Package Services
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Silver Package
This package is great for clients who have a regular job and receive a W2 but also have a side gig such as drive for uber, or door dash, are musicians, or does something on the side to where they receive a 1099 as well as a W2. This package is also great Sole Proprietors or for Self Employed individuals. If you are in this category of people, then this is the package for you! (We use the accountant version of QuickBooks for Bookkeeping and Payroll services; QuickBooks subscription fees are not included in our pricing).
Interested in this package? Please message us to schedule a follow up call.
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Gold Package
This Package is great for clients who have a business that is considered a Sole Proprietorship and/or Self-Employed and need a higher level of bookkeeping services. You get the same great services that are included in our Silver Plan but with more Pro-Level services. If you are looking for more traditional bookkeeping services for your small business and/or Self Employed and need bookkeeping services, then this is the package for you! (Payroll for employees can be added if needed at an extra cost). (We use the accountant version of QuickBooks for Bookkeeping and Payroll services; QuickBooks subscription fees are not included in our pricing).
Interested in this package? Please message us to schedule a follow up call.
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Blue Package
This package is great for clients that have businesses that are taxed as Partnerships, Corporations, or S-Corporations and who require tax, bookkeeping, payroll, and other business services. (We use the accountant version of QuickBooks for Bookkeeping and Payroll services, QuickBooks subscription fees are not included in our pricing).
Interested in this package? Please message us to schedule a follow up call.
Additional Services
We offer other standalone services for both individuals and small business owners. For these services, please message us to schedule an appointment.
Bookkeeping - Starts at $295 Per month. Monthly Bookkeeping Services include meeting virtually twice a year to go over your income and expenses. Factored in the price is for self employed bookkeeping, up to 4 business bank accounts. *Catch up bookkeeping is extra. We use the accountant version of QuickBooks for Bookkeeping and Payroll services, QuickBooks subscription fees are not included in our pricing.
1095 Filing - $195 set up fee then $45 for each 1099 form filing. We setup your contractor profiles in our system and then electronically file their form 1099NEC for you. We then distribute their 1099 form electronically to them.
General Consultation - $125 During this consultation I will use my 10+ years of experience in the tax industry to help answer any questions you may have about your business and taxes.
Tax Planning Session -$495 This session is perfect for new and existing business owners who feel like they are paying too much in taxes and need help lowering their tax burden. After this session you will feel confident in the future of your tax situation. During our tax planning session we ask you questions to learn more about your tax situation. We then make suggestions on how to legally lower your taxes using various tax strategies that we have helped many of our clients implement.