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Rates & Packages
Our subscription model provides
- Monthly bookkeeping so you always know where your business stands.
- Faster, more accurate tax preparation when filing season comes.
- All services under one tax professional, reducing confusion and extra work.
- Proactive communication throughout the year, not just at tax season.
- Predictable monthly costs instead of seasonal spikes.
Everything your business needs, under one tax professional
By bringing together bookkeeping, payroll, tax preparation, and strategic advisory in one monthly plan, we deliver reliable support and a more predictable financial experience — so you always know where your business stands.
Choose the level of support that fits
Every plan is tailored to your business’s complexity, goals, and budget. Reach out for a custom quote.
Essentials
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Monthly bookkeeping
Payroll processing
Transcript review to verify client-provided information
Tax return preparation (1040 + all schedules)
Filing extensions
Annual tax planning
Steps to reduce audit risk
Monthly review of books
Unlimited email questions
Perfect for small and medium-sized businesses who want essential bookkeeping and tax support with proactive guidance.
Tailored pricing
Monthly subscription
Growth
Adds proactive planning and advisory on top of the essentials — built for small and medium-sized businesses that are scaling.
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Includes everything in Tier 1, plus:
Tax return preparation for 1040, 1065, 1120-S, 1120
Quarterly estimated tax payments
Semi-annual tax planning
All steps to reduce audit risk
Monthly review of books
Unlimited email questions
Ideal for growing small and medium-sized businesses that want more comprehensive tax planning and compliance oversight.
Tailored pricing
Monthly subscription
Comprehensive
Full-service bookkeeping, payroll, tax preparation, and year-round strategic advisory — all under one roof.
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Includes everything in Tier 1 & Tier 2, plus:
Quarterly tax planning
Unlimited phone consultations
1099 filing for vendors paid >$2,000
Our most robust plan — perfect for small and medium-sized businesses who want full-service accounting, proactive tax strategy, and audit protection.
Tailored pricing
Monthly subscription
Individual Service Pricing
Core monthly bookkeeping and tax preparation to keep small and medium-sized businesses organized and on track.
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Bookkeeping: Starting at $250
1040: Starting at $700
1040X: Starting at $700
1065: Starting at $1,200
1120-S: Starting at $1,200
1120: Starting at $1,500
IRS Representation: $250/hour
Quarterly tax payments: Starting at $100 per quarter (Starting at $400/year)
1099 Filing: $50 – $100 per form
Bookkeeping Only
Standalone monthly bookkeeping support to keep your financials clean and current.
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- Minimal Transactions Categorized
- Month-End Reconciliation
- Basic Reporting
- Transaction Categorization
- Bank Reconciliations
- Monthly P&L & Balance Sheet
- Basic Support
- Payroll Management
- Expense Tracking
- AR & AP Support
- Tax-Ready Books
- Cash Flow Monitoring
- KPI Reporting
- Strategy Calls
- Audit-Ready Books
- Controller Oversight
- Advanced Reporting
- Tax Planning
- Dedicated Advisor
- Payroll Processing
- Compliance Monitoring
- W-2 & 1099 Filing
Not sure which package is right for you?
Well help you find the right level of service for your goals and budget.
A steadier, smarter way to manage your finances
Continuous visibility
Know where your finances stand every month
— not just at year-end.
Efficiency & accuracy
Monthly bookkeeping streamlines year-end tax preparation.
Predictable costs
Monthly recurring payments help your cash flow planning.
One tax professional
Comprehensive service under one roof — no confusion or extra work from outside providers.
Proactive advice
We ask the right questions as you go, not just during tax season.
A lasting partnership
Support throughout the year makes long term relationships easy to maintain.
A modern, focused tax firm
Virtual tax advisory firm
A fully remote firm — with in-person consultations available in the San Antonio, TX area.
Niche expertise
Specializing in insurance & financial services, the trades, construction & labor, and other 1099-income small and medium-sized businesses.
Veteran professional review
Every client's returns are reviewed by an experienced tax professional.
Full service administration
Optimized workflow, client communication, and financial organization inspired by top-performing firms
Let's review your business and find the opportunities.
Schedule a consultation, no pressure just a clear look at where you stand and where you could be saving.
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