Explore Our Packages
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
Accounting & Bookkeeping
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Tax Preparation & IRS Representation
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Advisory & Strategic Guidance
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Nonprofit & Government Accounting
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Virtual CFO/ Director of Finance
Accounting & Bookkeeping ✳︎ Tax Preparation & IRS Representation ✳︎ Advisory & Strategic Guidance ✳︎ Nonprofit & Government Accounting ✳︎ Virtual CFO/ Director of Finance
2025
New York
Property Depreciation Catch-up →
“Communication was top-notch and the final outcome was even better than we imagined. A great experience all around.”
Existing Customer
Individual Returns
Starting at $320
(Final pricing depends on complexity, forms, and documentation)
Self-Employed / Small Business Returns
Starting at $650
Add-On Services (if needed):
Prior-year returns
Schedule C optimization
IRS notices & correspondence
Clean-ups for unorganized records
Essential Services
Bookkeeping Services
Starting at $300 / month
Transaction categorization
Monthly bank & credit card reconciliations
Profit & Loss + Balance Sheet
Clean, organized books in QuickBooks Online
Email support
Ideal for service-based businesses with low transaction volume.
Custom Pricing.
IRS Representation is ideal if you are dealing with:
IRS letters or notices
Back taxes or un-filed returns
Payment plans or balance due issues
IRS audits (correspondence or limited scope)
Penalty or interest concerns
Confusion about next steps
If the IRS is contacting you, it’s important to respond correctly—and on time.
3-month minimum
Includes:
Up to 2 advisory questions per month (portal/email)
General tax planning guidance
Priority booking for paid strategy calls
Quarterly check-in
Does not include preparation, filings, bookkeeping, or calculations.
Popular
Behind on your books? We can help.
Starting at $250 / month (project-based pricing)
Historical bookkeeping cleanup
Bank and credit card reconciliations
Financial correction and re-organization
Ready-to-file books for tax season
Pricing depends on volume and complexity.
Best for growing small businesses
Starting at $600 / month
Everything in Starter, plus:
Weekly bookkeeping updates
Accounts Receivable & Accounts Payable tracking
Monthly financial review
Customized reports for decision-making
Perfect for businesses ready to scale with confidence.
Advisory Services
3-month minimum
Includes:
One 30-minute advisory call per month
Ongoing tax and compliance guidance
High-level financial trend review
Priority support
Requirements:
Active bookkeeping or completed clean-up engagement.
Policy Note (important):
Advisory services provide guidance only. Preparation, filings, and compliance work are quoted separately.
Best for established or high-activity businesses
Starting at $1,000 / month
Everything in Business, plus:
Payroll coordination
KPI dashboards & cash flow insights
Priority support
Quarterly strategy check-ins
Designed for business owners who want insight, not just reports.
Get In Touch
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.