Everything your numbers need, nothing they don’t.
Choose one service or bundle them into a plan. Every engagement has a named accountant and a fixed monthly fee.
Tax preparation & planning
Federal and state returns for owners, LLCs and corporations — plus a mid-year planning session so April holds no surprises.
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Monthly bookkeeping
Bank feeds reconciled, receipts matched and a clean close by the 10th of every month in QuickBooks or Xero.
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Payroll & 1099s
Bi-weekly payroll, quarterly 941s, year-end W-2s and contractor 1099-NECs filed on time, every time.
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Fractional CFO
Cash-flow forecasts, KPI dashboards and a monthly numbers meeting with a partner who knows your industry.
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IRS notices & audits
We read the letter, call the IRS and represent you in examinations — enrolled agents and CPAs on staff.
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Entity setup & S-corp election
LLC formation, EIN, Form 2553 and a reasonable-salary analysis so the S-corp actually saves you money.
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Restaurants & cafés
Tip reporting, inventory and sales tax.
Construction
Job costing, WIP schedules, 1099 subs.
E-commerce
Marketplace payouts and multi-state nexus.
Healthcare practices
PLLC and S-corp owner compensation.
Creative agencies
Project margins and retainer revenue.
SaaS & startups
R&D credits, deferred revenue, 409A prep.
Real estate
Cost segregation and 1031 exchanges.
Non-profits
Form 990, grants and restricted funds.
Bolt on when you need them
| Add-on | Price |
|---|---|
| Catch-up bookkeeping (per month behind) | $180 |
| Additional state return | $175 |
| Sales-tax filing (per state, per period) | $60 |
| 1099-NEC preparation (per form) | $12 |
| Form 990 for non-profits | $1,450 |
| R&D tax-credit study | $2,900 |
Hand us the shoebox.
Get back a clean set of books.
Tell us about your business and we’ll send a fixed monthly quote within one working day — no hourly surprises, ever.