Each service has its own page with what is included, what we need from you and the deadlines that apply. Every fee is agreed in writing before work starts.
Monthly reconciliation, coded transactions and financial statements every month.
From $200 a month for individuals, sole proprietors and single-member LLCs. Business bookkeeping is quoted after a look at your records.
Read more — BookkeepingForm 1040 with Schedules C, D and E, estimated tax and extensions.
Quoted in writing, by the forms and schedules your return needs.
Read more — Individual tax returnsForm 1065, 1120-S and 1120 with K-1s, and S corporation elections.
Quoted in writing, by entity type and the forms and schedules your business needs.
Read more — Business tax returnsFederal payroll tax, Form 941 and 940, W-2s, 1099s and TWC reports.
Payroll coordination is part of business bookkeeping. Payroll processing is quoted separately, by number of employees and pay frequency.
Read more — PayrollSales and use tax returns, franchise tax reports and Public Information Reports.
Sales tax returns are part of business bookkeeping. The franchise tax report is quoted with your business return.
Read more — Texas sales and franchise taxWhat the letter means, what to do and by when, and a response on your behalf.
Quoted in writing once we have seen the notice.
Read more — IRS notice helpAlso available, priced on request:
We do not perform attest services such as audits, reviews or compilations.
A short call or email about your business, how you keep records today and what you need from a CPA.
We agree scope and fee in an engagement letter. You give us read-only access to your bank feeds and sign the IRS authorization so we can speak for you.
You send receipts and invoices digitally. We close your books each month, track your filing deadlines and tell you what we need from you ahead of each one.
