Full-Year Plan
We handle your books, payroll, tax planning and returns for one price.
Price and booking
From $500 a month
Plus your own QuickBooks Online subscription.
What the plan includes
- BookkeepingIncluded
The Standard package: up to two bank, credit card and loan accounts and up to 50 transactions a month.
Bought separately: $150 a month
- PayrollIncluded
For up to two people, including setup, the Gusto subscription, the payroll tax filings, W‑2s and 1099s.
Bought separately: From $110 a month for one person, plus $12 for each additional person
- Business tax advisoryIncluded
Four quarterly tax check-ins, a tax planning meeting, support between meetings, the business return and up to two owners’ personal returns.
Bought separately: From $300 a month
Bought separatelyFrom $560 a month
Full-Year PlanFrom $500 a month
Each person on payroll after the first two adds $12 a month. A larger bookkeeping package adds the difference in price. Extra payroll work, such as weekly paydays, carries an added charge.
Investment decisions belong with your investment adviser. We tell you what a decision costs in tax; we do not tell you what to buy, sell or hold. We are not an investment adviser, a broker-dealer or an insurance agency, and we take no commission or referral fee from anyone.
Through the year
Because we also keep your books, your tax planning starts from up-to-date figures.
Every payday
We run your payroll.
Every month
We keep your books, with a profit and loss statement and a balance sheet.
Every quarter
We meet for a tax check-in and update your estimated tax payments.
After the year ends
We prepare and file your returns.
Who the plan is for
The plan suits a business that has employees and wants tax planning each quarter. If you need only one or two of these services, buying them separately may cost less.
What the plan does not include
- Bookkeeping for months before we start, which we price separately.
- Sales and use tax filings. Ask us about sales tax.
- Invoicing customers, tracking what they owe and paying your bills.
- Choosing health or retirement plans for your employees.
- Legal documents, which an attorney prepares.
- Representation before the IRS or a state tax department.
Our monthly reports are prepared for your internal management use only. We do not audit, review, compile, or verify your records, and no assurance of any kind is provided on the reports we deliver.
How to start
Your first consultation is free. Meet us at our office in Locust or talk with us by phone.
- 1
Talk with us
Have last year’s returns and this year’s payroll reports ready.
- 2
QuickBooks access
You add us as a user, so we never need your password.
- 3
The work begins
We set up your payroll and start keeping your books.