Starter Plan

$495.00 every month

Books and taxes, simplified and handled in real-time. Strategic tax compliance and annual planning.

Includes:

  • QBO setup and bank link

  • Monthly bank import

  • Income and expense categorization

  • Annual business tax preparation (may file on extension after April 15)

  • Annual personal tax preparation (may file on extension after April 15)

  • Annual preparation of recommended quarterly estimated taxes and extension payments

  • Year-end review and simple tax plan

  • Standard email support throughout the year (1-2 week response time)

Books and taxes, simplified and handled in real-time. Strategic tax compliance and annual planning.

Includes:

  • QBO setup and bank link

  • Monthly bank import

  • Income and expense categorization

  • Annual business tax preparation (may file on extension after April 15)

  • Annual personal tax preparation (may file on extension after April 15)

  • Annual preparation of recommended quarterly estimated taxes and extension payments

  • Year-end review and simple tax plan

  • Standard email support throughout the year (1-2 week response time)