Tax returns. Bookkeeping. Clear starting prices.

Planned tax service

Individual federal return

A straightforward federal return for wages, interest, and common personal income items.

Best fit: An advance planning estimate; preparation is not yet open for engagement

• One individual or joint federal return
• Wages and basic interest/dividend information
• A review of supplied income documents; state returns separate

Planned tax service

Self-employed / freelancer return

A federal individual return with one sole-proprietor business and organized income and expenses.

Best fit: An advance planning estimate; preparation is not yet open for engagement

• Form 1040 and one Schedule C
• Self-employment tax schedule where applicable
• Bookkeeping clean-up and state returns priced separately

Planned tax service

Rental property return

A federal individual return with one rental property and complete supporting records.

Best fit: An advance planning estimate; preparation is not yet open for engagement

• Form 1040 and one rental property on Schedule E
• Review of supplied income, expense, and depreciation records
• Sales, short-term-rental issues, and missing basis need a scope review

Planned tax service

Nonresident individual return

A planning estimate for a straightforward nonresident return after residency and income scope are reviewed.

Best fit: An advance planning estimate; preparation is not yet open for engagement

• One federal nonresident return
• One U.S. income source in the starting scope
• Treaty positions, dual-status years, and foreign reporting individually quoted

Planned tax service

Amended individual return

A standalone estimate to amend one existing individual federal return after reviewing the original filing.

Best fit: An advance planning estimate; preparation is not yet open for engagement

• One federal amended return
• Review of the original return and agreed corrections
• State amendments and complex reconstruction priced separately

Individual tax-document organization

Organize the documents you provide into a clearer handoff for a qualified preparer.

Best fit: Organize the documents you provide into a clearer handoff for a qualified preparer.

• Income-document checklist and file organization
• Missing-document and follow-up list
• No tax position, deduction eligibility, or return preparation determined

Planned tax service

Partnership return

Federal partnership preparation based on complete year-end books and partner information.

Best fit: An advance planning estimate; preparation is not yet open for engagement

• Form 1065 with two partner Schedules K-1
• Review of supplied profit-and-loss and balance sheet
• State returns, bookkeeping repairs, and international schedules separate

Planned tax service

S corporation return

Federal S corporation preparation based on reconciled books and complete shareholder information.

Best fit: An advance planning estimate; preparation is not yet open for engagement

• Form 1120-S with one shareholder Schedule K-1
• Review of supplied financial reports and payroll information
• Payroll processing, state returns, and historical corrections separate

Planned tax service

C corporation return

A planning estimate for a small domestic C corporation with organized annual accounts.

Best fit: An advance planning estimate; preparation is not yet open for engagement

• One federal corporation return
• Review of complete financial reports and supporting schedules
• Consolidated groups and international information returns individually quoted

Year-end bookkeeping handoff

Package already reconciled financial records for your chosen tax preparer.

Best fit: Package already reconciled financial records for your chosen tax preparer.

• Profit-and-loss, balance sheet, and supporting-record index
• Missing-information and follow-up list
• Bookkeeping repairs and tax-return preparation are separate

Monthly bookkeeping

A repeatable monthly close for a small business, with an understandable financial picture.

Best fit: A repeatable monthly close for a small business, with an understandable financial picture.

• Starting scope: up to 100 transactions and two bank/card accounts
• Categorization and reconciliation; profit-and-loss and balance sheet
• Missing-records list and monthly questions; software separate

Catch-up bookkeeping

Bring past months into order using available statements and supporting records.

Best fit: Bring past months into order using available statements and supporting records.

• Review of the agreed historical period
• Categorization, reconciliation, and an open-items list
• Up to 100 transactions and two accounts per month in the starting scope

Reconciliation only

Reconcile already categorized records to complete bank and credit-card statements.

Best fit: Reconcile already categorized records to complete bank and credit-card statements.

• Up to two bank/card accounts
• Investigation of straightforward reconciling differences
• Alternative to full bookkeeping; already included in monthly bookkeeping

Invoices & bills administration

Keep customer invoices and supplier bills organized with a clear list of outstanding items.

Best fit: Keep customer invoices and supplier bills organized with a clear list of outstanding items.

• Up to 20 invoices and bills combined per month
• Recording supplied documents and updating outstanding-item reports
• No bank payment authority, collections, or tax filing included

QuickBooks Online setup

Build a clear starting structure for a new QuickBooks Online file.

Best fit: Build a clear starting structure for a new QuickBooks Online file.

• Chart of accounts and basic settings for one company
• Connect up to two agreed bank/card accounts
• Basic opening-balance review and handoff; subscription and migration separate

QuickBooks & bookkeeping session

A focused session on your bookkeeping routine, QuickBooks workflow, or reports.

Best fit: A focused session on your bookkeeping routine, QuickBooks workflow, or reports.

• One agreed bookkeeping topic
• 60-minute online discussion
• Brief next-step summary; implementation work quoted separately