Business Solutions

Tax & Accounting for Small Businesses

Clean books, proactive tax planning, and clear guidance. Simple plans that scale with your business.

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How We Work Together

Choose the level of support that fits your business. All engagements are CPA led.

Core

$625/month
Starting from

Monthly bookkeeping and tax support for growing businesses.

  • Business & owner tax returns
  • Monthly bookkeeping
  • Quarterly estimates
  • Year-end planning call
  • Ongoing Q&A support
  • IRS & State notice support
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Recommended

Integrated

$825/month
Starting from

Full integration with expanded reporting and system support.

  • Everything in Core
  • Quarterly management reporting & dashboard
  • QuickBooks setup & support
  • Sales tax returns
  • 1099 prep & filing
  • Payroll setup support
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Compliance

$2,000/year
Starting from

Annual business tax return preparation, scoped per year.

  • Federal business return
  • State business return
  • Organized document intake
  • Year-end close questions limited to return completion
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Advisory

$3,750/year
Starting from

Year-round tax advisory without bookkeeping.

  • Business returns (multi-state)
  • Quarterly estimates
  • Year-end planning
  • IRS & State notice support
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Pricing starts at and varies based on complexity. Onboarding fees may apply to monthly plans. You'll receive a clear scope before anything starts.

Bookkeeping

Clean books drive better decisions. We handle categorization, reconciliations, and reporting so you always know where things stand.

  • Monthly transaction categorization
  • Bank & credit card reconciliations
  • Profit & Loss and Balance Sheet
  • QuickBooks Online support

Tax Planning

Tax work shouldn't be a scramble. We combine return prep with proactive planning for fewer surprises.

  • Business return preparation
  • Owner return coordination
  • Quarterly estimates & check-ins
  • Year-end planning guidance

Who We Work With

We work with owners who value clean financials and responsive guidance.

Film & Entertainment

Production companies, loan-outs, and entertainment professionals

Content Creators

Streamers, YouTubers, and digital media businesses

Real Estate

Investors and rental property owners

Professional Services

Consultants, licensed professionals, and service-based firms

E-commerce

Online retailers and digital product sellers

Manufacturing

Wholesale, distribution, and production businesses

How It Works

01

Discovery

We confirm your entity, filing profile, and goals—then recommend the right plan.

02

Onboarding

Secure access, document checklist, and clean handoff into regular cadence.

03

Ongoing

Consistent delivery year-round, with a calm, organized tax season.

FAQ

Subscription services are billed monthly in advance. Scoped engagements are billed upfront. Pricing may change if your volume or complexity shifts materially—any changes are discussed before updating scope or fees.
Totally fine. We'll clarify what's included and what needs separate one-time scoping so expectations stay clean.
Core and Integrated subscriptions are prospective. If you need prior-year filings, catch-up bookkeeping, or clean-up work, we scope that as a one-time engagement.
Core works well when your bookkeeping is straightforward. Integrated is better once your business uses multiple tools (payment processors, payroll, e-commerce platforms) or has higher transaction volume.
We support payroll setup and coordination with your chosen provider (Gusto, ADP, Paychex, etc.). We typically don't run payroll in-house.
International and cross-border tax matters are not included by default. These are highly fact-specific and scoped separately.

Ready to get started?

Schedule a discovery call to discuss your needs and see if we're a good fit.

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