Pricing & how it works
Full-service outsourced accounting — or just the piece you need.
We start with an analysis of the business, the books, and the returns. Then we quote. Custom pricing is not a slogan; it is the only honest way to price a closely held company.
Lowered taxes
A plan you can execute this year, not a binder of ideas.
Saved time & focus
One point of contact for books, payroll, estimates, and returns.
Fewer IRS problems
Filings and pay-ins that match the plan so April is not a surprise.
What’s included
- 01
Catch-up & cleanup
We get the books current, fix the mess, and document what actually happened last year.
- 02
Tax reduction analysis
We read the returns, the books, and how you get paid — then list the opportunities that are real for your facts.
- 03
A written tax plan
Entity, compensation, estimated payments, and rental treatment — in writing, updated as the year changes.
- 04
Bookkeeping that stays current
Monthly or quarterly books so planning is based on numbers, not memory.
- 05
Payroll set up correctly
Especially for S-corps: reasonable wages, deposits, and filings that match the plan.
- 06
Pay-in so April is not a surprise
Estimates go in on purpose. We would rather you keep the cash than lend it to the IRS.
- 07
Reports you will actually read
Profit, cash, and tax position — short, in English.
- 08
Pre-year-end meeting
Equipment, retirement, bonuses, and rental moves while there is still time to act.
- 09
Year-end close
Books closed, documents gathered, returns queued — not a March scramble.
- 10
Returns filed, plan carried forward
Business and personal returns prepared together so K-1s, basis, and rental losses actually flow.
Frequently asked
Yes. New-business work is a core part of the practice: LLC and entity formation, registration with local and state authorities, business plans, EINs, books, and a first-year tax calendar. We do not hand you a form and disappear.
Book a tax analysis
Bring last year’s returns and a snapshot of the books. We’ll tell you what we see — and whether year-round work is worth it.