Services

No business or rental properties, price will vary depending on complexity

Includes Schedule C for a business or Schedule E for a rental property, price will vary depending on complexity and summarization of data

Pricing for business returns will vary greatly due to the complexity and the bookkeeping system (or lack of system!)

Price will vary depending on the number of schedule that need to be amended and the amount of figures that need to be re-worked

Tax planning and tax forecasting are critical so there are no surprises in April! With tax reform this might be an item you wish to add. Or contact us in the fall for a projection.

Set-up bank connections, chart of accounts, etc., also includes a 1-hour training session.

Set-up, Clean-up or Check-up - no project is too small or too big. Do you need to get your bookkeeping automated? We can set that up. Do you need a clean-up or check-up? We can do that!

Let us just take care of it for you! Customize a plan for your needs, whether it is detailed QuickBooks entry, bank statement reconciliations, management use financial reporting; monthly or quarterly, we'll put together a plan.

Two personal one-on-one meetings, 1.5 hours each to learn the key essentials to running a business and staying tax compliant. Topics discussed in detail include entity choice, tax matters and bookkeeping procedures.

We can help address any business questions, concerns, or processes.