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Pricing

Three ways to work with us

Choose monthly bookkeeping if you want ongoing help, annual-only if you keep your own records, or catch-up if you need to organize past months first.

Person at desk from behind, hands on desktop, morning light from side window

Includes the most

Monthly Bookkeeping

$99

per month

  • Receipt and expense categorization every month
  • Quarterly estimated tax calculation
  • Annual Schedule C and Form 1040 preparation
Request this plan

Annual Return Only

$350

once per year

  • Schedule C and Form 1040 prepared from your records
  • One video call to check the draft return
  • No monthly bookkeeping or quarterly estimates
Request annual prep

Catch-Up Package

On request

quoted individually

  • Six or twelve months of past records organized and categorized
  • Missing quarterly estimates calculated and documented
  • Preparation time and scope quoted after you describe what you need
Request a quote

Payment and cancellation

  • Prices are in US dollars; applicable sales tax, if any, is added to the invoice.
  • After you write to us, we send a payment link or invoice; payment is arranged monthly for the bookkeeping plan, once for the annual return, and individually for catch-up work.
  • To cancel the monthly plan, write to us through the contact form at least five business days before the next month begins. We refund the current month's payment to the same payment method within ten business days if no work has started that month.
  • If we cancel or cannot deliver the service in a given month, you receive a full refund for that month.
  • If you miss a scheduled video call, we reschedule once at no charge; after that, missed calls use the time we set aside and are not refunded.
  • If we make an error that results in a federal penalty, we pay the penalty. You are responsible for penalties from late payment, underreporting receipts you did not give us, or amended returns requested after we file.

Ready to stop scrambling in April?

Write to us through the contact form to describe your business and ask any questions. We'll reply within two business days with next steps and a start date.

Get in touch