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Available Services
Bookkeeping Service Tiers
Imagine knowing exactly where your business stands every month — no scrambling, no surprises, and no last-minute panic. Our bookkeeping, tax, and consulting services are built to help you save time, stay compliant, and make better decisions with confidence.
Choose the level of support you need, and we’ll handle the numbers so you can focus on running your business with less stress and more clarity.
We book our services as a monthly fee based on an initial diagnostic consultation so you can budget your business.
TIER 1 Books:
- Categorize your transactions for your P&L and Schedule C
-Reconcile your accounts
- Quarterly Check-ins
-Unlimited email outreach
$300/Month
*starting price based on complexity & transaction volume
TIER 2 Books:
-Categorize your transactions for P&L and Schedule C
-Reconcile your accounts
-Monthly business consultation based on your business needs
-Unlimited email outreach
$500/Month
*starting price based on complexity & transaction volume
TIER 3 Books:
-Categorize your transactions for P&L and Schedule C
-Reconcile your accounts
-Monthly business consultation based on your business needs
-Email and Text outreach.
-Priority response time and additional calendar availability booking access.
-Access to Video Training Vault
$1,200/Month
*starting price based on complexity & transaction volume



Tax Preparation Service Tiers
We provide professional tax preparation for individuals and businesses, including Forms 1040, 1065, and 1120-S. We also assist with prior-year filings if you need help catching up.
Each service tier is designed to offer accurate, compliant tax preparation at a fair price. Our goal is to prepare your return carefully, apply current tax law, and ensure all applicable deductions and credits are considered.
Review the tiers below to find the best fit for your situation. When you’re ready, reach out through our contact form or by email, and we’ll send you a secure online questionnaire to get started.


Individual & Business Tax Returns



Individual Tax Return:
-1040
-no stock sales
-one state return
$275 minimum
Individual Tax Return:
-1040
-with stock sales
-one state return
$325 minimum
Individual Tax Return:
-1040
-with stock sales
-Schedule C
-Schedule E
-Schedule F
-one state return
$400 minimum


Child/Dependent Tax Return:
-Filed with Parent/Supporter Return
$75 minimum
Schedule a Consultation
Business Entity
Tax Return:
-1065
-1120
-1120S
$1,000 minimum
Additional Services
Form 1099 Filing:
We help businesses file 1099's for their contractors. We need completed W9's and total amount paid for the contractor's services submitted to us before January 24th of the current tax year.
**Or you can do it yourself at:
efilemyforms.com
$25+filing fees
per 1099
Clean-up Services:
This is for when you have gotten behind on your Taxes and/or Bookkeeping and need help catching up.
It happens more than you realize. Let us help you get back on track!
Prices Vary
*Diagnostic Consultation Required
Advisory & Planning:
Book a meeting to go over questions you have about Tax Advisor & Business Planning.
*MAY-AUGUST is the best time to book an appointment.
$125/hour

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