*All pricing subject to change due to customized pricing per client’s needs
✨Tax + Bookkeeping (Monthly Retainer Packages*)
The Financial Fixers
Starting at $400+ monthly
This monthly retainer includes:
Basic Bookkeeping (single entity)
One Individual or Joint Tax Return
Quarterly Estimate Reminders
Email Support
Starting at $750+ monthly
The Profit Protectors
This monthly retainer includes:
Bookkeeping for S-Corp / LLC
Business Tax Return
Individual Tax Return
Mid Year Planning Call
Payroll Oversight
Monthly Reports
Email Support
⭐️ The Super Dad
Full Service Special
Starting at $1,400+ monthly
This Premium monthly retainer includes:
Multi - Entity Bookkeeping
Advanced Reports
All Business Tax Returns
All Personal Tax Returns
Quarterly Planning Sessions
Payroll Oversight
Monthly Reports
*Priority Filing Window
Premium Phone Support
Premium Text Support
Premium Email Support
Tax Preparation
(One-Time Packages)
The Refund Ranger
Starting at $300+
This one-time tax package includes:
Individual or Joint Return
Standard Deductions & Credits
E-File and Support
Tax Titans
Starting at $650+
This one-time tax package includes:
One Business Tax Return S-Corp/LLC
One Individual Tax Return
E-File
Year Round Email Support
Supercharged
Starting at $1,400+
This one-time Premium tax package includes:
Multi-Entity Tax Return
Complex Returns*
All Personal Tax Returns
All Business Tax Returns
Year Round Email Support
*Priority Filing Window
Premium Text Support
Premium Email Support
Bookkeeping (One-Time Package)
Clean Sweep
Starting at $350+
This one-time bookkeeping package includes:
Up to 100 Transactions (1 Account)
Categorize Income & Expenses
Reconcile up to 1 Year of Bank Activity
Year to End Profit and Loss Statement
Balance Sheet
Email Support
