Streamlined, stress-free accounting and tax preparation designed for owner-operated small businesses. Get simple bookkeeping, business tax return preparation, and personal tax filing under one transparent flat annual fee.
Includes: Simple Bookkeeping + Business Tax Return + Personal Tax Return
Available to businesses with annual gross revenue under $250,000. If your business exceeds the eligibility threshold, your account will be reviewed and moved to the appropriate bookkeeping plan with advance notice.
Designed specifically for small, owner-operated businesses that want clean financials and tax compliance without overpaying for enterprise-level controller oversight.
Single-member LLCs, S-Corp owner-operators, independent consultants, and service providers who manage their own operations.
Businesses with connected cloud bank feeds, consistent monthly income/expenses, and minimal manual transaction entries.
Business owners who prefer having their bookkeeping and year-end tax returns handled by the same accounting team.
To keep this package affordable, the $2,500 annual rate applies to small businesses with straightforward operational scope.
Historical cleanup or catch-up bookkeeping, when needed for un-reconciled months or prior tax years, is quoted separately after review. Once your prior books are cleaned up, you can transition directly into the $2,500 annual package.
Need more advanced support as your business expands? Easily upgrade to our core managed packages.
Gusto integration, direct deposit, & payroll tax compliance.
View Payroll Services →Quarterly estimated tax calculations & deduction planning.
View Tax Planning →Schedule a free consultation with our team to review your business setup and confirm eligibility for our $2,500 Small Business Annual Package.