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Bookkeeping & Tax Preparation for Small Businesses

Behind on your books or just need taxes filed?
We’ll clean up and file accurately so you can focus on the business

CPA-Performed • QuickBooks ProAdvisor • secure portal

$750–$3,000+ • Most finish in 1–2 weeks

Final quote after a 15‑minute review. Varies by months behind, number of accounts, transaction volume,, inventory

Bookkeeping Cleanup

What we’ll do:

  • Reconcile bank, card, and cash to statements

  • Fix miscategorized and duplicate entries

  • Post missing bills, sales tax, payroll, and loans

  • Clear stale balances with adjusting entries; close periods

  • Refresh QuickBooks: chart of accounts, bank rules, classes

What you get:

  • A clean, tax-ready QuickBooks file

  • Updated P&L, Balance Sheet, and Trial Balance (monthly & YTD)

  • Cleanup summary with documented adjustments and recommendations

  • 30-minute review call plus 30 days of post-cleanup email support

Schedule Free Consultation

$500–$2,500+ • 3–10 business days after docs received

 

Final pricing is determined after document review and may vary based on entity type, state filings, K-1s, depreciation schedules, or filing complexity

Tax Preparation

What we’ll do:

  • Collect documents securely and obtain e-signatures

  • Review books and propose year-end adjustments

  • Prepare and e-file federal and state returns for individuals, S-Corps, and partnerships

  • Handle multi-state, late, and amended returns

  • Maximize deductions, credits, and depreciation; provide payment vouchers

What you get:

  • E-file confirmations and digital copies of all returns

  • Year-end financial package with key insights

  • Post-filing support

  • CPA-level accuracy and peace of mind

Schedule Free Consultation

$500–$2,500+ • Varies by number of years and complexity

 

Final pricing determined after document review. Fees depend on how many years need to be filed or amended, entity type, state filings, K-1s, depreciation schedules, and overall filing complexity 

Multi-Year Tax Cleanup

What we’ll do:

  • File or amend multiple prior-year returns

  • Resolve IRS and state notices or penalties

  • Reconcile income, deductions, and carryovers

  • Bring all filings current and back in good standing

What you get:

  • All past returns filed or corrected

  • Copies of all filings and IRS confirmations

  • Updated tax records in full compliance

  • Peace of mind knowing you’re caught up and current

Schedule Free Consultation

Need both Cleanup and Tax? Bundle and save—one fixed quote after a 15‑minute review. No surprises.

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