Business Organization & Analytics with Year-End Tax Preparation

Organized monthly. Reviewed quarterly. Filed annually.

A customized system for organizing business expenses, identifying potential tax write-offs, and preparing for year-end filing;  built specifically around how your business operates.

Schedule a Call
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Choose the Level of Support That Fits Your Business

Three service tiers are available so you can choose the level of organization, insight, and support that makes sense for your business.

TIER 1 - Expense Organization

Structured monthly expense organization with year-end tax prep included.

$120

Monthly receipt intake

Expense categorization

Review of commonly missed deductions

Year-end tax preparation included

Schedule a 15-Minute Intro Call

TIER 2 — Tax Planning Support

Ongoing tax awareness with guidance throughout the year.

$175

Everything in Tier 1

Quarterly estimated tax guidance

Tax set-aside reminders

Year-end tax preparation included

Schedule a 15-Minute Intro Call
Your Choice of 1st Two Below

TIER 3 — Business Strategy & Reporting

Higher-level insight for owners who want clarity and control.

$250

Everything in Tier 1 & 2

Owner pay strategy or financial health dashboard

Personalized business reports

Year-end tax preparation included

Schedule a 15-Minute Intro Call
All plans are billed monthly. Year-end tax preparation included.
1099 preparation available at $25 per contractor, with email and mailed delivery included.

Additional Support for Small Business Owners

In addition to business organization and tax services, support is available for insurance planning, including health coverage and supplemental business protection.

If insurance planning is relevant to your business, it can be reviewed during your initial call or a follow-up meeting.