Choose the Level of service that meets the needs of your business

Pricing

All Aboard

Life Saver

Set Sail

Qbo audit/setup

Bookkeeping
Frequency

throughout 
Project

1 Time service

n/a

upon
completion

Starts at
$600

Monthly
Transaction Limit

Financial Reports
Delivered

3x per week

400+

1x per week

0 - 400

Unlimited via
email 

Unlimited via
email 

COMMUNICATION
WITH BOOKKEEPER

by the 10th
of the month

By the 15th
of the month

I'm Interested!

$1,175

$575

Pricing

All Aboard

Life Saver

Set Sail
A-LA-Carte

Bookkeeping
Frequency

QBO Audit

QBO Setup

Clean-Up/Catch-Up 
Bookkeeping

Starts at
$600

Monthly
Transaction Limit

Financial Reports
Delivered

3x per week

400+

1x per week

0 - 400

Unlimited via
email 

Unlimited via
email 

COMMUNICATION
WITH BOOKKEEPER

by the 10th
of the month

By the 15th
of the month

I'm Interested!

$1,175

$575

Pricing

All Aboard

Life Saver

Set Sail
A-LA-Carte

Bookkeeping
Frequency

QBO Audit

QBO Setup

Clean-Up/Catch-Up 
Bookkeeping

Starts at
$600

Monthly
Transaction Limit

Financial Reports
Delivered

3x per week

400+

1x per week

0 - 400

Unlimited via
email 

Unlimited via
email 

COMMUNICATION
WITH BOOKKEEPER

by the 10th
of the month

By the 15th
of the month

I'm Interested!

$1,175

$575

Pricing

We offer the following options for full service bookkeeping that you can choose from below. After choosing the one that seems best for your business you can also add on services to complete your needs. If these levels or add ons don’t seem to be what you need, contact us and let us know what you are looking for and we’ll be happy to see if we can customize a plan for you. 

Full Service BOokkeeping

All Aboard

Life Saver

Set Sail

Tax Planning
Meeting with CPA

Corporate Return
(1120, 1120S, 1065)

Personal
Return

Quarterly

2x per year

Not
Included

Federal
+ 1 State

Federal
 + 1 State

Not
Included

I'm Interested!

Includes One W2 for Spouse, Federal + 1 State Filing

Schedule C for one business, One W2, Federal + 1 State Filing

Includes One W2 for Spouse, Federal + 1 State Filing

Cost Per Year

$4,575 or
$381.25 monthly

$3,075 or
$256.25 monthly

$1,050

Tax Services

We can prepare and file your corporate and personal returns for both federal and state agencies no matter where you are located. Our virtual tax preparation is highly detailed, highly focused on you as the client but streamlined and stress-free for you at the same time.

* monthly amount pro-rated at the time of onboarding

View Details

All Aboard

$4,575
per year

Life Saver

$3,075
per year

View Details

Set Sail

$1,050
per year

View Details

All Aboard

Life Saver

Set Sail

Tax Planning
Meeting with CPA

Corporate Return
(1120, 1120S, 1065)

Personal
Return

Quarterly

2x per year

Not
Included

Federal
+ 1 State

Federal
 + 1 State

Not
Included

Unlimited*

I'm Interested!

Includes One W2 for Spouse, Federal + 1 State Filing

Schedule C for one business, One W2, Federal + 1 State Filing

Unlimited*

Includes One W2 for Spouse, Federal + 1 State Filing

Cost Per Year

$2,975

$2,275

$1,050

Set Sail

Life Saver

All Aboard

Tax Planning
Meeting with CPA

Corporate Return
(1120, 1120S, 1065)

Personal
Return

Not
Included

2x per year

Quarterly

Not
Included

Federal
+ 1 State

FEDERAL
+ 1 STATE

Not Included

I'm Interested!

Includes One W2 for Spouse, Federal + 1 State Filing

Schedule C for one business, One W2, Federal + 1 State Filing

Unlimited*

Includes One W2 for Spouse, Federal + 1 State Filing

Cost Per Year

$850

$3,075 per year or $256.25 monthly

$2,975

Set Sail

Life Saver

All Aboard

Tax Planning
Meeting with CPA

Corporate Return
(1120, 1120S, 1065)

Personal
Return

Not
Included

2x per year

Quarterly

Not
Included

Federal
+ 1 State

FEDERAL
+ 1 STATE

Not Included

I'm Interested!

Includes One W2 for Spouse, Federal + 1 State Filing

Schedule C for one business, One W2, Federal + 1 State Filing

Unlimited*

Includes One W2 for Spouse, Federal + 1 State Filing

Cost Per Year

$850

$2,275

$4,575 per year or $381.25 monthly

Tax Services

We can prepare and file your corporate and personal returns for both federal and state agencies no matter where you are located. Our virtual tax preparation is highly detailed, highly focused on you as the client but streamlined and stress-free for you at the same time.

Additional State Returns, as well as additional forms for rental properties, investments, K1s, etc, are $300 per form.



Past Due Tax Returns are billed at $1,750 per year + an additional $175 per hour for additional forms, research, payroll, notice responses, etc that are often required when filing a delinquent tax return.

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