One predictable price that covers your taxes, books, and support all year. Every plan starts with a free consultation so you only pay for what you need.
For businesses that need clean, reliable monthly books.
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For owners who want books and taxes handled together, year-round.
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The complete package: entity, payroll, books, and taxes.
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Final pricing depends on transaction volume, number of accounts, and entity complexity — confirmed upfront in your free consultation, then locked in. One-time catch-up/cleanup bookkeeping and standalone tax returns are quoted separately.
Prefer to start smaller? These standalone engagements are popular first steps.
Individual returns from $450; business returns (1065/1120-S) from $950. Professionally prepared and e-filed, with a prior-year review included.
Behind on your books? Catch-up projects quoted flat after a free review of your accounts — typically $300–$500 per month of cleanup needed.
A 90-minute deep-dive with a written action plan — entity structure, retirement, deductions, and estimates. $495, credited toward any monthly plan.
Three things: transaction volume, number of bank/credit accounts, and entity complexity (multi-state, multiple owners, inventory, etc.). You'll get an exact fixed quote in your consultation before committing — and it won't change mid-year without your agreement.
Plans are month-to-month. We ask for 30 days' notice so we can close out your books cleanly and hand everything off.
Yes — the Bookkeeping + Tax and Full S-Corp Suite plans include both your business and personal federal and California returns.
A standalone bookkeeper, payroll service, and tax preparer typically run $800–$1,500+/month combined — with three vendors who don't talk to each other. One firm means your books, payroll, and taxes are always in sync.
The first consultation is always free, with no obligation. Many people leave that call with a couple of useful takeaways even if they never hire us.
30 minutes. We'll review your situation, recommend the right plan (or tell you that you don't need one), and lock in your price.
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