We handle the monthly details so you don’t have to—ensuring your financial data is clean, organized, and reliable when you need it.
Transaction categorization and reconciliation
Financial reports you can rely on
Organized records ready for tax filing and planning
Starting at:
$300 per month
👉 Included in Basic Plan and Pro Plan
If your financial records are behind, inconsistent, or incorrect, bookkeeping cleanup brings everything current and aligned with reality. This service is designed to correct past issues so future bookkeeping and tax filings are based on accurate data.
Catch-up bookkeeping for past months or years
Bank and credit card reconciliations
Correction of misclassified or duplicated transactions
Cleanup of balances affecting tax filings
Organized, accurate financial reports
Starting at:
75% off of our monthly bookkeeping fee for each month needing cleaned up
Our tax preparation services are designed for individuals and business owners with real complexity — multiple income streams, businesses, and investment activity. Pricing is based on the level of analysis, judgment, and responsibility required, not the number of forms filed.
Multiple income sources
Investments or retirement activity
Itemized deductions
Higher-income or audit-sensitive returns
Federal individual tax return preparation & e-filing
Detailed review for accuracy, compliance, and tax optimization
Identification of potential deductions and risk areas
Secure digital document handling and client portal
Clear explanation of your tax outcome
Sole proprietors
Single-member LLCs
Self Employed
Business owners using multiple assets, employees or contactors
Business owners with business income and expenses
Federal individual and Schedule C tax preparation
Business income and expense review
Deduction and classification analysis
Compliance review to reduce audit risk
Secure document management and filing
Rental property owners
Short-term rental operators
Fix and flippers
Investors with depreciation and passive activity considerations
Federal tax return preparation
Rental income and expense analysis
Depreciation review and optimization
Passive activity and loss limitation evaluation
Secure digital document handling and filing
Single-owner or closely held S-Corporations
Business owners requiring coordinated tax treatment
S-Corporation tax return preparation & filing
Owner’s individual federal tax return
Compensation and distribution review
Compliance and deduction analysis
Integrated review between business and personal returns
Secure digital portal and priority support
Tax planning is about understanding what’s coming and making informed decisions before they cost you money. With proactive projections and ongoing support, you gain visibility into your tax position and confidence in your strategy.
Two tax projections to estimate future liabilities
Strategic guidance throughout the year
Support for business decisions that impact taxes
Starting at:
$1,500 per year
👉 Fully integrated into the Pro Plan