Pricing
All-inclusive accounting packages to fit your budget
Call today at (626) 739-8976 for a free consultation. Flat monthly fees with the tax return built in, plus a fixed-fee S-Corp formation package.
Bookkeeping package
Bookkeeping package including free tax return
One monthly fee covers your books and the matching annual return. No hourly surprises, no separate tax-season invoice.
Sole Proprietor
Freelancers and single-member LLCs.
$149+/mo
Tax return included
- Files on Form 1040
- No corporate return
- Schedule C
- Monthly bookkeeping in QuickBooks Online
- Bank and credit card reconciliation
- Annual tax return included
S-Corporation
Owner-operators taking reasonable compensation.
$225+/mo
Tax return included
- Files on Form 1120S
- Corporation required
- 2553 election
- Monthly bookkeeping and reconciliation
- Form 1120-S return included
- Payroll coordination and tax planning
Partnership
Multi-member LLCs and partnerships.
$225+/mo
Tax return included
- Files on Form 1065
- Multi-member LLCs
- Must have 2+ owners
- Monthly bookkeeping and reconciliation
- Form 1065 return and K-1s included
- Partner basis tracking
Starting prices shown. Your final fee depends on transaction volume, payroll headcount and the condition of your current books.
Pricing questions
Is the tax return really included?
Yes. Every monthly bookkeeping package includes the matching annual business or personal return at no extra charge, as long as your books are with us for the full year.
What determines where my price lands?
Transaction volume, number of bank accounts, payroll headcount and how clean the current books are. We quote a flat monthly fee after a short discovery call.
When does an S-Corp make sense?
Generally once your net profit after expenses passes about $30,000 per year. Below that, the payroll and filing costs usually outweigh the self-employment tax savings.
Do you work with out-of-state clients?
Yes. We serve small business owners across the United States through a secure client portal and video meetings.
Not sure which package fits?
A 30-minute call is usually all it takes to price your engagement.