*All pricing subject to change due to customized pricing per client’s needs
✨Tax + Bookkeeping (Monthly Retainer Packages*)
The Financial Fixers
This monthly retainer includes:
Basic Bookkeeping (sole proprietor/1099 Contactor)
Personal tax return included (individual or joint)
Monthly financial reports so you always know where you stand
Email Support (24 Hour response window)
Starting at $400+ monthly
The Profit Protectors
This monthly retainer includes:
Bookkeeping for S-Corp / LLC
Your Business + personal tax returns included — no surprises, Fees (additional fees for additional businesses)
Individual Tax Return
Mid-year planning call to check in, adjust, and save on taxes
Payroll oversight so your pay & filings run smoothly to include Va’s
Monthly financial reports so you always know where you stand
Email Support
Built for Realtors and small business owners who want more than just compliance
Starting at $750+ monthly
⭐️ The Super Dad
Full Service Special
Starting at $1,400+ monthly
This Premium monthly retainer includes:
Bookkeeping for two businesses (your S-Corp/Main Company + one rental LLC, Trust or side hustle)
All business & personal tax returns included — no surprise bills, all partners included, subject to personal increase due to complexity of individual returns.
Quarterly planning sessions to Assess taxes & grow profits
Payroll oversight so your team & you are paid right, also to include payment of virtual assistants
Advanced monthly financial reports with insights explained in plain English, tailored for Teams and Brokers
Priority filing window — you’re never stuck waiting in line during tax season. Return completed by April 15th (Assuming all needed forms provided for personal returns)
Premium access — text, email, or call us and get answers fast
IRS protection — support with notices & questions all year (does not include or cover Representation before the IRS)
Tailored for Realtors and small business owners who want everything handled
Tax Preparation
(One-Time Packages)
The Refund Ranger
Starting at $300+
This one-time tax package includes:
Individual Return (Joint Return adds $200 on top of Individual)
Standard Deductions & Credits
E-File and Support
Tax Titans
Starting at $750+
This one-time tax package includes:
One Business Tax Return S-Corp/LLC
One Individual Tax Return
E-File
Email Support
Supercharged
Starting at $1,400+
This one-time Premium tax package includes:
All business returns for your primary business structure and one related entity (S-Corp + 1 related entity, e.g., rental LLC or Trust, etc.)
Personal tax return included (individual or joint)
Covers more complex filings (multiple rentals, K-1s, multiple state returns, more than 10 rentals may increase cost, etc.)
*Priority Filing Window (April 15th guaranteed, assuming all paperwork is provided on time and with proper time before April 15th)
Premium Text Support
QuicPremium email & text support, call access available for urgent questions during tax season
Bookkeeping (One-Time Package)
Clean Sweep
Starting at $350 up to $2000
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
