Add-Ons
Let’s Get Started.
Take your bookkeeping and tax services further with additional support and tools. Choose what fits your business needs — no clutter, just the extras that make your life easier.
I’m excited to help you with your Add-Ons! To get started, please fill out the quick form below. After you submit, I’ll send you a simple intake form and instructions for uploading your documents to me.
Add-Ons
These services are priced to be accessible, helping you customize your support without paying for things you don’t need. They can be added anytime or ordered as stand-alone services.
*Annual Business Tax Filing
Sole Proprietors/Single-Member LLCs
$175
per Year
Preparation and e-filing of your business income on Schedule C. I offer this low rate because the filing process is streamlined to accept only tax-ready, reconciled data.
*Annual Business Tax Filing
C-Corp, S-Corp/Partnership/Multi-Member LLCs
$350
per Year
I prepare and e-file your official Federal Entity Return (Form 1120, 1120-S, or 1065). Essential compliance for Corporations and Multi-Member LLCs
*annual state & local Business tax filing
$75
per Year for each State/Jurisdiction
Accurate filing for every required state or local jurisdiction. Flat, simple pricing.
*historic business tax filing
Tax Ready Years Only
$200
per Year
I prepare and file prior-year returns. Get caught up without the historical chaos!
subcontractor compliance management
$75
per Subcontractor (Annual Fee)
The Simple Option: I manage the W-9s and proof of insurance for your sub-contractors, and include the year-end 1099 filing. This protects you from costly liability and ensures smooth tax season.
project / job management & invoicing
Starting at
$250
per Project
I handle SOW invoicing, process payables, and provide a Job Cost Summary Report to track project margins. The starting rate is $250 per project, with final pricing quoted upfront based on complexity and scope.
books clean-up
$375
per Year
I tidy up one messy prior year of transactions to get your books caught up and onto a Path. Simple, flat-rate pricing.
Extra bookkeeping beyond your path
$1
per Transaction
Simple, clear pricing for when business is booming! Applied automatically to transactions exceeding your Path limit.
Bank & credit card reconciliation
$35
per Additional Account Monthly
I keep your additional accounts accurate and balanced. Priced to allow easy expansion.
*TAX FILING ADD-ONS: All rates for tax filing require reconciled, tax-ready financials.