• Secure Client Portal access for questions, write-offs, and reminders.

• Monthly or quarterly bookkeeping.

• Cash-basis accounting with reconciliations (up to 4 accounts).

• Clean, up-to-date financial records.

• Quarterly review meetings.

• Form 1040 tax preparation.

• Sales Tax Filings.

• Tax Letter Handling

$299/Month

• Everything on Basic

• Business Tax return (LLC, S-Corp, or partnership)

• Year-round tax advisory support.

• LLC formation and compliance assistance.

• Weekly or monthly bookkeeping (cash or accrual)

• Financial statements and monthly financial review meetings.

• Accounts receivable and accounts payable management.

$490/Month 

• W2 only

• Student Deductions

• Up to two state filing

• Schedule A (Mortgage, Donations, Etc)

• Dependents (CTC, ODC & ACTC)

• Free extension if needed

• 1099 MISC, 1099 INT.

• Dependent Care Credit

$250

• Self-Employment Income (Schedule C) Single-Member LLC.

• Business Tax return (LLC, S-Corp, or partnership)

• International Student

• 1040-NR

• IRS Notice Handling & Representation

• Unlimited States Filing 

• Free extension if needed

• Schedule E (Rental Income)

• Schedule K-1 

• Anything else not on Simple Package.

• Crypto & Brokerage Accounts (Stocks)

• Inquiry first for detailed pricing

From $400