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Accounting and Tax for Small Businesses
Monthly bookkeeping, payroll oversight, business tax returns, and planning, all handled in-house and led by a CPA you can actually reach. Built for owners who want to stop guessing about their numbers.
How We Help Businesses
One firm for the books, the payroll review, the returns, and the planning, so nothing falls through the cracks between providers.
Bookkeeping and Payroll
Monthly books, reconciled accounts, payroll oversight, and reports you can actually use.
See what is includedBusiness Tax Returns
S corporation and partnership returns, K-1s, and shareholder basis tracking, filed on time.
Learn moreTax Planning and Entity Choice
S corp analysis, owner pay, quarterly projections, and year-end moves made while there is still time.
Plan aheadTherapists and Private Practices
Platform payouts, S corps, and group practices for psychologists, counselors, and social workers.
See therapist servicesNonprofits and Churches
Bookkeeping, Form 990 filings, and board-ready financial reports.
Serve your missionWho We Serve
Owner-led businesses that have outgrown doing their own books, from solo operators to companies with a payroll.
- Professional services and consultants
- Construction, trades, and home services
- Retail and e-commerce
- Restaurants and food businesses
- Real estate investors and agents
- Therapists and private practices
- Nonprofits and churches
- Family-owned businesses with employees
How It Works
Getting started takes three steps. After that, your business runs on a steady monthly rhythm.
Free Discovery Call
On a 20-minute call, we talk about how your business makes money, how it's set up, and what's worrying you about taxes. You'll leave with a clear sense of where you stand, whether or not you hire us.
Onboarding, Done for You
We connect your bank, your payment platforms, and payroll, and we set up your secure client portal. Most practices are fully onboarded within two to three weeks after we receive your documents and account access. If earlier months need catching up, we quote that separately.
Your Monthly Rhythm
Your books are closed and reviewed each month, payroll is checked, quarterly estimates arrive with a due date, and we meet to plan before year-end. By tax season, there are no surprises.
Monthly Packages
One monthly price covers your bookkeeping, your tax returns, and your CPA's time. No hourly bills.
Foundation
For sole proprietors and single-member LLCs.
Ascent
For businesses taxed as an S corporation, or ready to become one.
Summit
For growing businesses with employees, multiple owners, or multiple states.
Mission
For nonprofits and churches.
Monthly packages are built for businesses and practices bringing in $100,000 or more a year. Prices don't include your QuickBooks Online or Xero subscription. Need one-time help instead? See one-time services.
One-Time Services
Need help with just one thing? These one-time services have no revenue minimum and no subscription.
- Self-Employed Tax ReturnOwner return with sole proprietor or single-member LLC incomeFrom $700
- Business Tax ReturnS corporation (1120-S), partnership (1065), or C corporation (1120) returnFrom $1,000
- Personal Tax ReturnIndividual tax return (Form 1040)From $400
- Tax Planning SessionA one-time tax projection and planning session$500
- S Corp AnalysisS corporation analysis, plus election and payroll setup if it makes sense$750
- Catch-Up BookkeepingCatch-up bookkeeping for past months$200 per month cleaned ($750 minimum)
- Notice ProtectionIRS and state notice coverage, added to any service$15 per month
What Affects the Price
Starting prices cover a typical return. Here's what's included, and what can add to the price. You'll always get a firm quote after we review your documents, before any work begins.
Personal Tax Return (from $400) includes
- Your federal return and one state return
- W-2 wages, interest, dividends, retirement income, and Social Security
- Standard or itemized deductions and common credits, such as the child tax credit
- E-filing and secure document exchange
Schedule C (from $700) and Business Tax Return (from $1,000) include
- One business with books that are reconciled and current
- Federal return and one state return
- K-1s for up to two owners
- Depreciation on a typical set of business assets
What can increase the price
- Additional state returns
- Rental properties (each property adds work)
- Investment sales, cryptocurrency, or high-volume trading
- K-1s received from partnerships, S corporations, or trusts
- Foreign accounts, income, or reporting forms
- Additional businesses or owners
- Books that need cleanup before the return can be prepared
- Missing prior-year records, carryovers, or basis history
Questions Business Owners Ask Us
What Size Businesses Do You Work With?
Our monthly packages are built for businesses bringing in $100,000 or more a year. Smaller businesses and one-time needs are a great fit for our one-time services.
Can You Take Over Midyear?
Yes. Catch-up bookkeeping brings earlier months current, and then your monthly package starts fresh. If a prior year was never filed or needs to be amended, we'll quote that during your discovery call.
Do You Run Payroll?
Payroll runs through a provider such as Gusto, which files the payroll returns. We set it up, review it every quarter, reconcile it to your books, and catch problems before they become notices.
Do I Have to Switch Bookkeeping Software?
We work in QuickBooks Online and Xero. If you use either one, nothing changes. If you use something else or a spreadsheet, we'll move your books over during onboarding. The software subscription isn't included in our package prices.
Ready to Take Your Business to the Next Level?
Answer three quick questions, then pick a time for a free 20-minute discovery call.