Choose the Level of service that meets the needs of your business

Pricing

FULL STEAM AHEAD

ALL ABOARD

Set Sail


Bookkeeping frequency

UNLIMITED VIA
EMAIL 

1x per month

1x per
month

included

included

$795

Custom annual growth plan

entity + individual tax returns

2x per week

INCLUDED

1x per week

INCLUDED

Unlimited via
email 

Unlimited via
email 

Communication w/ dedicated client success manager

INCLUDED

INCLUDED

By the 21st
of the month

I'm Interested!

$2495

$1295

MONTHLY Pricing Starts at

All Aboard

Life Saver

Set Sail
A-LA-Carte

Bookkeeping
Frequency

QBO Audit

QBO Setup

Clean-Up/Catch-Up 
Bookkeeping

Starts at
$600

Monthly
Transaction Limit

Financial Reports
Delivered

3x per week

400+

1x per week

0 - 400

Unlimited via
email 

Unlimited via
email 

COMMUNICATION
WITH BOOKKEEPER

by the 10th
of the month

By the 15th
of the month

I'm Interested!

$1,175

$575

Pricing

All Aboard

Life Saver

Set Sail
A-LA-Carte

Bookkeeping
Frequency

QBO Audit

QBO Setup

Clean-Up/Catch-Up 
Bookkeeping

Starts at
$600

Monthly
Transaction Limit

Financial Reports
Delivered

3x per week

400+

1x per week

0 - 400

Unlimited via
email 

Unlimited via
email 

COMMUNICATION
WITH BOOKKEEPER

by the 10th
of the month

By the 15th
of the month

I'm Interested!

$1,175

$575

Pricing

We offer the following options for full service bookkeeping+ TAX. WE CAN PREPARE AND FILE YOUR CORPORATE AND PERSONAL RETURNS FOR BOTH FEDERAL AND STATE AGENCIES NO MATTER WHERE YOU ARE LOCATED. OUR VIRTUAL TAX PREPARATION IS HIGHLY DETAILED, HIGHLY FOCUSED ON YOU AS THE CLIENT BUT STREAMLINED AND STRESS-FREE FOR YOU AT THE SAME TIME.

We also offer bookkeeping only packages if you do not need tax services. 

Full Service BOokkeeping + TAX

All Aboard

Life Saver

Set Sail

Tax Planning
Meeting 

Corporate Return
(1120, 1120S, 1065)

Personal
Return

Quarterly

2x per year

1x per year

Federal
+ 1 State

Federal
 + 1 State

Not
Included

Unlimited*

I'm Interested!

Includes One W2 for Spouse, Federal + 1 State Filing

Schedule C for one business, One W2, Federal + 1 State Filing

Unlimited*

Includes One W2 for Spouse, Federal + 1 State Filing

Cost Per Year
starts at

$2,975

$2,275

$1800/$150 Monthly

Set Sail

Life Saver

All Aboard

Tax Planning
Meeting 

Corporate Return
(1120, 1120S, 1065)

Personal
Return

Not
Included

2x per year

Quarterly

Not
Included

Federal
+ 1 State

FEDERAL
+ 1 STATE

Not Included

I'm Interested!

Includes One W2 for Spouse, Federal + 1 State Filing

Schedule C for one business, One W2, Federal + 1 State Filing

Unlimited*

Includes One W2 for Spouse, Federal + 1 State Filing

Cost Per Year
starts at

$850

$3,075 per year or $256.25 monthly

$2,975

Set Sail

Life Saver

All Aboard

Tax Planning
Meeting 

Corporate Return
(1120, 1120S, 1065)

Personal
Return

Not
Included

2x per year

Quarterly

Not
Included

Federal
+ 1 State

FEDERAL
+ 1 STATE

Not Included

I'm Interested!

Includes One W2 for Spouse, Federal + 1 State Filing

Schedule C for one business, One W2, Federal + 1 State Filing

Unlimited*

Includes One W2 for Spouse, Federal + 1 State Filing

Cost Per Year
starts at

$850

$2,275

$4,575 per year or $381.25 monthly