Services

Better books mean better management decisions and compliance with tax authorities.

I want to take the guesswork out of what you can expect to pay for tax, accounting, and advisory services. Below is the standard price for my services. I believe in being transparent about pricing in order to avoid any unexpected surprises. With that being said, all prices are subject to change given individual circumstances. The cost of services will be included with your engagement letter. Please use the form below to connect with me in order to discuss your business and budget needs.

New! Income and Expense Worksheet

Don’t know where to get started? Download my Income and Expense worksheet to begin summarizing your business transactions. It is my gift to you and is absolutely free!

Services

Bookkeeping and Accounting Services

  • Bookkeeping cleanup for tax or financial reporting purposes, compilations, write-ups, bank reconciliations
  • QuickBooks Onboarding and Chart of accounts setup
  • Quickbooks Online payroll setup and processing (one time consultation or ongoing engagements available)

Consultations

  • Form 2553, Election by a Small Business Corporation (S-Corp election) and consultation
  • Monthly Tax Consultation subscription. Monthly tax subscription includes:
    • Tax Planning (research)
    • Quarterly Tax Estimates
    • Tax preparation coaching

Tax Preparation Services

  • Individual (personal, Form 1040) tax return preparation services without schedule C, D, or E
    • Schedule C additional
    • Schedule D additional
    • Schedule E additional
  • Passthrough Entity Tax Returns (Forms 1120S and 1065) *Only available for entities with $1mil in gross revenues or less

Other Services

  • Form SS-4, Application for Employer Identification
  • Sales tax returns

Schedule an appointment today!

Contract with me through Upwork

You’ve got business to take care of. Leave the number crunching to your CPA.