Books, tax and the advice in between.
Taking on new clients for the coming filing season. Monthly bookkeeping from $350, tax returns quoted in writing, and a secure portal for your documents.
- Taking new clients
- Monthly packages from $350
- Secure document portal
- CPAs and an enrolled agent
Services
Individual tax returns
Federal and Wisconsin returns, prepared and reviewed by a CPA.
Business tax returns
S corporation, partnership and C corporation returns, plus the owner's personal return.
Monthly bookkeeping
Reconciled books and a monthly report you can read in five minutes.
Payroll
Paychecks, tax deposits and year-end W-2s, handled.
Tax planning
Estimated payments, entity choice and year-end moves, set before the year closes.
From first call to done
Book a consultation
A 30-minute call or visit, free. We look at what you have now and what you need done.
Send your documents
Upload through the secure portal, or drop them at the front desk. We tell you what is missing within two business days.
Review and sign
We walk you through the return or the first month of reports before anything is filed, and you sign electronically.
What your tax return will cost
Pick your return type and what goes with it to see a fee range before you book.
Estimate only. Your fee is quoted in writing after we see last year's return. This page is not tax advice until you are engaged.
Recent work
Illustrations. Every job shown belongs to an invented business.
Monthly packages
- Essentials $350/mo: bookkeeping and year-end
- Growth $750/mo: adds payroll and quarterly reviews
- CFO $1,900/mo: forecasting and board reporting
- Tax returns quoted separately, in writing
What people say
“I sent a shoebox of receipts and 18 months of bank statements. Five weeks later the books were current and I knew where I stood.”
“They quoted my return fee before I sent anything, and the invoice matched it.”
“The January reminder about our estimated payment saved us a penalty two years running.”
305 Mercer St, Suite 4
Brindle Falls, WI · (555) 010-2291
Before you book
Are you taking new clients?
Yes, for individual returns until February 28 and for bookkeeping and business clients year round.
How do I send documents?
Through the secure client portal, which we set up after your consultation. You can also drop paper documents at the front desk.
Can you work with me remotely?
Yes. About half our clients never visit the office. Meetings run by video and signatures are electronic.
What does switching from my current accountant involve?
We request your records from them, reconcile and bring the books current, and monthly reporting starts the following cycle.
Ready when you are.
Or call (555) 010-2291.