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One on One

Tax Consultation

  • One on one Zoom call

  • Review of your tax documents to prepare submission of tax return to IRS and state government.

  • Consultation will determine cost of overall service

  • Cost dependent on number of W2s, 1099s and Schedules

  • Tax refund cash advances available up to $1000

  • Clients eligible for a tax refund can reduce tax preparation fee from refunded amount

  • Book an appointment to get an estimate or complete tax return submission if all required documents are readily available at the time of the appointment, filing fees start at $200

  • Cost:

    • $1 Deposit

One on One

Strategy Consultation

  • One on one Zoom call

  • Not sure where to start or need a review of your bookkeeping, tax plan or website let me help you best strategize or resolve your issue.

  • First hour must be paid in full, if call exceeds 1 hour an additional prorated invoice will be sent due upon receipt.

  • If you decide to book a service during the call, the one on one cost will be waived and a $30 credit will be applied to the booked service

  • Cost:

    • $30 per hour​

Bookkeeping

Review 

  • One time service, no monthly subscription

  • Reviewing all related receipts, record keeping, and bank accounts to identify & categorize business transactions

  • Matching of receipts with transactions

  • Bank and credit card reconciliation

  • Tax summary report, financial statements, and reports for budgeting  

  • Cost:

    • $200 retainer fee​

    • Services billed according to contract

Bookkeeping

Subscription - Silver

  • Monthly bookkeeping service

  • Reviewing all related receipts, record keeping, and bank accounts to identify & categorize business transactions

  • Bank and credit card reconciliation

  • Tax summary report, financial statements, and reports for budgeting

  • ·Matching of receipts with transactions

  • Cost:

    • $300 monthly fee

Bookkeeping Subscription - Gold

  • Monthly bookkeeping service

  • Reviewing all related receipts, record keeping, and bank accounts to identify & categorize business transactions

  • Bank and credit card reconciliation

  • Tax summary report, financial statements, and reports for budgeting

  • Matching of receipts with transactions

  • Invoicing

  • Vendor/Contractor Management 

  • Mileage tracking

  • Project time keeping for service providers

  • 1099 preparation

  • Cost:

    • $450 monthly fee

Bookkeeping Subscription - Platinum 

  • Monthly bookkeeping service

  • Reviewing all related receipts, record keeping, and bank accounts to identify & categorize business transactions

  • Bank and credit card reconciliation

  • Tax summary report, financial statements, and reports for budgeting

  • Matching of receipts with transactions

  • Invoicing

  • Vendor/Contractor Management 

  • Mileage tracking

  • Project time keeping for service providers

  • 1099 preparation

  • Payroll services 

  • Cost:

    • $1,500 monthly fee

Economy Website Development

  • Personalized domain name reservation

  • Personal information protection

  • 1 page end to end website development to sale yourself, your products or service

  • Cost:

    • $150 Deposit

    • $299 Total 

Basic Website Development

  • Personalized domain name reservation

  • Personal information protection

  • Up to 4 pages end to end website development to sale yourself, your products or services

  • Cost:

    • ​$200 Deposit

    • $499 Total 

Intermediate Web Development

  • Personalized domain name reservation

  • Personal information protection

  • Up to 8 pages end to end website development to sale yourself, your products or services

  • Cost:

    • ​$300 Deposit

    • $699 Total 

Advanced Web Development

  • Personalized domain name reservation

  • Personal information protection

  • Up to 12 pages end to end website development to sale yourself, your products or services

  • Cost:

    • ​$400 Deposit

    • $899 Total 

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