For W-2 employees filing federal + one state. Accuracy review
E-file confirmation
Document storage
For freelancers, gig workers, or single-member LLCs reporting 1099 income and business expenses
(Schedule C).
Accuracy review
For those with itemized deductions, multiple states, or occasional 1099 income (not running a business). Accuracy review
For multi-member LLCs and partnerships (Form 1065).
K-1 for each partner
For incorporated businesses electing S-Corp status
(Form 1120-S).
K-1 for each partner/shareholder
For standard corporations requiring annual federal
and state filings (Form 1120).
Starter
Owner/Operator
Less than $500k annual revenue
​
Standard
Growing business
$500k - $2.5mil annual revenue​
Pro
Larger business
$2.5mil - $5mil annual revenue
For businesses ready to streamline bills and invoices. We manage vendor payments, track incoming payments, and provide monthly summaries.
Processing, filings, and year-end reports (W-2s/1099s).
$150 one-time setup fee for new clients
For owners seeking guidance on strategy, systems, or growth. Includes business structure evaluation, process recommendations, and actionable insights tailored to your goals.
For businesses that need prior months of books brought current before starting ongoing bookkeeping.
Calculated at one and a half times your monthly bookkeeping rate for each month requiring cleanup.
