
Bookkeeping services and tax prep for personal and small businesses
Get started with a free consultation to discuss different bookkeeping services!

Get started with a free consultation to discuss different bookkeeping services!
First 30 minute consultation to determine services needed. Follow up phone calls are free, unless bookkeeping services are being utilized while over the phone.
Bookkeeping Services: Statement Cleanup. Business Setup. Document Drafting. Monthly Reconciling. This does not include any Quickbooks' subscriptions, payroll, filing fees, application fees, or other fees or tasks that may be required. I'll issue an Initial invoice to pay along with a bookkeeping service agreement to sign. Phone calls and email responses are complimentary.
LLC Setup includes Articles of Organization registration with the Sec of State. Obtain an FEIN. LLC Binder Kit includes Banking Resolution, Minutes, Operating Agreement, and template forms. If needed: Prep & submit business license application, Sales & Use Tax Account, gmail email and Quickbooks subscription. My fee does not include any Quickbooks subscription cost, LLC registration fees over $115, or other application fees required. A credit card on file will be needed for billable items.
Do you want to handle your own books but don't know how to get started? I can sit down alongside with you and walk you through a monthly process. This is also my one-time onboarding fee for new clients.
This includes processing a weekly payroll (my fee is 30 minutes per payroll run at $37.50 p/week). The Quickbooks and payroll subscriptions are additional and require a card on file to process. Rates depend on how many W-2
I will setup a Quickbooks account if you do not have one, send and collect the employee's W-4s, set up next day direct deposit for the payroll runs. Establish any withholdings and tax accounts needed for payroll tax submittals. Submit tax payments and returns on your behalf.
Year End Financial Reporting for individuals & small businesses needing a Schedule C, Schedule E, Form 990 and similar. This is a typical 5 hour amount, but can vary depending on how up to date your books are. This does not include any Quickbooks' subscriptions, payroll, filing fees, application fees, or other fees or tasks that may be required. This service is for clients who need reports for their CPA.
$25 per form. This includes: Requesting W-9 forms. Request e-consent. Prepare and File 1099s. This does not include any Quickbooks' subscriptions, payroll, filing fees, application fees, or other fees that may be required. This fee is included if you have a Payroll I process on your behalf.
Individual 1040 Income tax return preparation and e-filing without Schedules or Depreciation starting at $375.
LLC business with Individual 1040 tax return preparation and e-filing with Schedules (C/E/F) and Depreciation starting at $525.
1120S business tax return preparation and e-filing with K-1, Schedules and Depreciation starting at $550 ($800 if doing one Individual 1040 and one 1120S Return) .
My hourly service fee is factored in with the costs.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.