BOI report (Beneficial Ownership Information Report)|$150
QuickBooks Certified for desktop and online versions
Xero Certified
bill.com Certified
Financial Statements
Accounts Payable and Receivables
Weekly and Monthly Reporting
Cash Balance tracking
Balance Sheets
Monthly Closing
General Ledger Maintenance
Bank and Credit card reconciliations
Business analysis and development
Tax Preparation
Federal 1040 |$165
State returns |$60
Schedule E (Rentals) |$60+
Schedule C (Small business returns) |$60+
1120/1120S/1065 |$400+
1041/990 | $500+
+Base filing fee pricing subject to change based on degree of work, bookkeeping not included. Pricing is not subject to negotiation.
Fractional cfo Services
If you need a more detailed analysis but aren't ready to pay for a full-time controller or CFO please contact me at the information below and we can discuss a monthly rate.
Protectionplus partnership
Tax preparation services support from Protection Plus. If you receive a notice, inquiry, or audit, Protection Plus will provide up to $1,000,000 worth of services to find a resolution. Their audit defense team is composed of highly skilled and qualified tax resolution experts who will work diligently on your behalf. Additionally, their Privacy Advocates are available to provide support and assistance in the event of an identity theft incident, whether related to taxes or not. Please continue to send your notices to me so I can start tickets with the ProtectionPlus audit defense team.
WHY CHOOSE ME?
Personalized Service: I take the time to understand your specific financial situation and goals.
Expertise: I am a licensed Certified Public Accountant and certified in multiple accounting and tax software. I have worked as a Financial Controller and auditor while owning this business since 2021.
Timely and Accurate Results: I deliver timely and accurate financial information.
Strong Communication: I keep you informed throughout the entire process.
Let's work together to achieve your financial goals.