Packages
Pick the bundle that fits your business
Every bundle includes your QuickBooks Online subscription, monthly books, and tax prep — one flat monthly price. Book a free consultation and we'll quote you a rate built around your actual needs before you commit to anything.
01
Sole Prop Bundle
For freelancers, contractors, and single-owner Schedule C businesses.
- QuickBooks Online included
- Monthly bank and card reconciliation
- Monthly P&L and balance sheet
- Quarterly estimated tax calculations
- 1040 with Schedule C and one state return
- 1099-NEC filing for your contractors
02Most popular
Business Bundle
For S-corps and partnerships with one to three owners.
- QuickBooks Online included
- Monthly reconciliation, with AP/AR
- Full monthly financials
- Business tax return (1120-S or 1065), plus one owner's 1040 and one state return
- Quarterly estimated tax calculations
- 1099 filing for your contractors
03
Advisory Bundle
For growing businesses that want planning, not just compliance.
- QuickBooks Online included
- Everything in the Business Bundle
- Quarterly review call with a written summary
- Year-end tax planning meeting
- S-corp reasonable compensation review
- Priority turnaround during tax season
Add-ons available
Bolt any of these onto your bundle — priced when we quote you.
- Additional state returns
- Payroll coordination
- Cleanup and catch-up work
- Additional K-1s or owners
No surprises. You'll always know your rate before any work begins, and bundled clients never get a surprise bill at tax time.