Our Services

We are driven by our passion for organized books, timely reports and stress-free accounting systems.

Monthly Bookkeeping (ongoing engagement)

Pricing ranges greatly dependent on transaction volume as well as number of accounts. This service will provide accurate and up-to-date reports curated specialized for you and your business(es). Typical reports provided will be: Profit & Loss (Year to Date/Monthly comparisons) to visualize cashflow; Balance sheets (Monthly comparison/Annual Comparison) so you may understand where your assets, liabilities, and equity stand currently; Transaction lists by vendors/customers/dates to ensure you are making the most of your cash flow. These reports will be produced when you decide; (1st week to the 4th week of the month, you decide!) and the monthly engagement includes explanations of all the reports you may be looking through.
Please email for pricing.

Bookkeeping Catchup/Cleanup

Pricing is set at $125/hour. If you have not had your books kept for a year, two years, three (heck, even more!) then this service is for you. It is a fundamental and crucial process as it comes to preparing for tax time, understanding your business development, and financial status.

1040 Individual Tax Return Preparation & Filing

Pricing begins at $400 for individuals and varies dependent on number of forms needed, hours spent preparing, and Schedule C & E filings, 1031 exchanges, etc. Typical turnaround time for completion is up to two weeks if all source documents are provided accurately and timely.

1120/1120S Corporate Tax Return Preparation & Filing

Pricing starts at $650 and varies dependent upon number of forms needed, time spent, and number of entities. Typical turnaround time is same as individual filing (2 weeks). This service includes accurate data entry so that your business may maximize it’s saving potential and see true value in the business you are so devoted to. Reconciliation of books (End of Year Adjusting Journal Entries) and depreciation / amortization schedules will be provided with this service.

Tax Planning

This service typically is done at the end of October through until December 31st. This service allows businesses and individuals to better understand what they may encounter come March or April 15th. This is an important service for those with life/business development changes that may affect their tax liabilities to the state and to the IRS. Tax planning is most accurately done at year-end as we will have seen your bookkeeping reports throughout the year and will be able to project a close to exact amount of tax liability and allows the tax payer time to make the necessary changes needed in order to prevent any problems come filing time.

Payroll

I run semi-monthly, monthly, and quarterly payrolls. This includes calculations of employer taxes owed, filing of Quarterly payroll returns, and making tax payments to the related agencies on behalf of my client. Prices range dependent upon number of employees and processing times.
Please email for pricing.