Tax Preparation Pricing Guide

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For smaller businesses with steady, straightforward activity.

Includes:

• Monthly transaction categorization (up to ~150 transactions)
• Bank & credit card reconciliations
• Monthly financial statements (P&L + Balance Sheet)
• Secure document exchange via Canopy
• Email support

Best For: Sole proprietors, single-owner LLCs, service-based businesses.

Designed for businesses that need reliable structure and visibility.

Includes everything in Essential, plus:

• Higher transaction volume (up to ~300 transactions)
• Accounts receivable / payable monitoring
• Monthly review and adjustments
• Cash flow visibility insights
• Quarterly financial check-in

Best For: Established service firms, contractors, multi-account operations.

For businesses that need consistency, accuracy, and tax-ready books year-round. 

Includes everything in Growth, plus:

• Expanded transaction management*
• Job / class tracking (if applicable)
• Ongoing cleanup and accrual adjustments
• Direct coordination with tax preparation
• Monthly financial summary with observations
• Priority response support

Best For: Businesses preparing for financing, growth, or tighter reporting oversight.

A hands-on financial management solution beyond bookkeeping.

Includes:

• All Advanced Bookkeeping services
• Monthly financial review meeting
• Budget vs. actual reporting
• Cash flow monitoring and discussion
• Operational financial guidance
• Year-end tax coordination to reduce surprises

Best For: Owners who want organized financials and interpretation.

A bundled solution combining bookkeeping, compliance, and proactive advisory support

Includes:

• All Advanced Bookkeeping svcs
• Sales Tax Filings
• Payroll Coordination (liaise with payroll provider)
• 1099 Prep (up to 10 forms)
• Quarterly tax planning call
• Monthly business coaching / financial review call
• Cash flow and obligation tracking 
• Priority communication and deadline monitoring

Best For: Owners wanting compliance handled, ongoing guidance, & structured financial oversight without juggling many providers.

Strategic financial partnership for scaling businesses.

Includes everything in Controller-Level, plus:

• Financial strategy sessions
• KPI tracking & customized dashboards
• Profitability and pricing analysis
• Growth planning and decision support
• Assistance with major financial decisions
• Collaboration with lenders, tax preparers, or legal advisors

Best For: Businesses in growth mode that need financial clarity without hiring an in-house CFO.

• Catch-Up / Cleanup Work     
• $95–$125/hr or agreed upon quote (after assessment)

• Payroll Processing (if not coordinated only)     
• Quoted based on provider

• Additional 1099 Forms Beyond Package     
• $15 per form

• Additional Sales Tax Filings 
• Starting at $100 per filing

• QuickBooks Setup / Optimization
• $500–$1,500 project-based

• Custom Reporting 
• Quoted based on scope