Bookkeeping Setup & Training

Are you seeking to start a business and want to do it the right way? This package will ensure you have a well-established accounting system in place to help manage the day-to-day finances of your business. This package includes training which will allow you to self-manage your own financials.

• Complete setup in an accounting system of your choice
• Custom Chart of Accounts
• Personalized Numerical System tailored to your business
• Training Organization of monthly expense receipt
• Training Financial Statement (Profit & Loss Statement, Income Statement, Statement of Cash flow)
• Training Payroll Services and Vendor Payments Set-up
• 3 months of assistance (for questions review)2

Starting at $2,500 *

* multiple company's is an additional fee

Monthly Bookkeeping Services

Are you overwhelmed in your business? Do numbers make you cringe? Well, this month-to-month bookkeeping package is just for you. Allow me to take the stress away from managing the numbers. This package will allow you to focus more on the day-to-day operations and rest assured your financials are being managed properly.

• Monthly Expense Categorization
• Personalized Numerical System
• Organization of monthly expense receipt
• Financial Statement (Profit & Loss Statement, Income Statement, Statement of Cash flow)
• Payroll Services - optional if needed
• Estimate tax payments, sale and use tax returns
• Tax Preparation Services not included - additional charge

Starting at $325/month

(one business only each additional business is an extra $75.00)

Schedule C Small Business Tax Preparation Form 1040

This is tax preparation services for the small business owner who has either an LLC or simply a GIG-Worker (no LLC or EIN).

• Preparation of tax form 1040 Schedule C
• Preparation of Personal Federal & State Return
• Prior year tax review - missed deductions
• Bookkeeping Services - Expense Reconciliation
• Bookkeeping Services - Itemizing or calculating, and totaling expense receipts- an additional charge and prices vary between $325.00 - $3,900.00
• Tax planning strategies to help reduce tax bill - additional charge and pricing starts at $2,500.00
  

Starting at $575

Partnership Form 1120 Business Tax Return + (1) Personal Tax Return

This tax preparation service is for a multi-member LLC being taxed as a partnership. This service includes tax preparation for (1) partner personal tax return. Second partner additional fee.

• Preparation of tax form 1065
• Preparation of state form 1065
• Preparation of Personal Federal & State Return
• Prior year tax review - missed deductions
• Bookkeeping Services - Expense Reconciliation
• Bookkeeping Services - Itemization, calculating, and totaling of receipts - an additional charge and prices vary between $325.00 - $3,900.00
• Tax planning strategies to help reduce tax bill - additional charge price starts at $2,500.00
  

Starting at $675

S-Corp Form 1120s Business Tax Return + Personal Tax Return

This is tax preparation services for an LLC taxed as an S-Corporation. This is for a single-member LLC taxed as an S-Corp. Multi-member LLCs taxed as an S-Corp additional charge - call to inquire.

• Preparation of tax form 1120S
• Preparation of state 1120s form(s)
• Preparation of Personal Federal & State Return
• Prior year tax review - missed deductions
• Bookkeeping Services - Expense Reconciliation
• Bookkeeping Services - Itemizing or calculating and totaling expense receipts- additional charge and prices vary between $325.00 - $3,900.00
• Tax planning strategies to help reduce tax bill - additional charge prices vary between $500.00 - $5,000.00
  

Starting at $825

C-Corp Form 1120 Business Tax Return + Personal Tax Returns

This is tax preparation services for a Corporation or an LLC elected to be taxed as a Corporation. Services include (1) board member personal tax return, additional personal tax returns are an additional fee - call to inquire.

• Preparation of tax form 1120
• Preparation of state form 1120
• Preparation of Personal Federal & State Return
• Prior year tax review - missed deductions
• Bookkeeping Services - Expense Reconciliation
• Bookkeeping Services - Itemization, calculating and totaling of receipts - additional charge and prices vary between $325.00 - $3,900.00
• Tax planning strategies to help reduce tax bill - additional charge pricing starts at $2,500.00
  

Starting at $1099