Tax Expert Bookkeeping Plans
Designed to Support Your Growth
Essentials Plan
- Complete general bookkeeping services
- Up to 3 add-on services from the available add-on list
- Management of up to 4 bank, credit card, or PayPal accounts
- Support for up to 2 revenue streams / payment sources
- 1 pre-booked work block per month for time-sensitive tasks
- Up to 2 state revenue or sales tax filings
Plus Plan
- Complete general bookkeeping services
- Up to 6 add-on services from the available add-on list
- Management of up to 6 bank, credit card, or PayPal accounts
- Support for up to 4 revenue streams / payment sources
- 2 pre-booked work blocks per month for time-sensitive tasks
- Up to 3 state revenue or sales tax filings
Premium Plan
- Complete general bookkeeping services
- Unlimited add-on services
- Unlimited bank, credit card, and PayPal accounts
- Pre-booked work blocks available as needed for priority support
- Multiple state revenue and sales tax filings
Estimate Your Monthly Fee
Answer a few questions to get an instant estimate. Your final fixed fee is confirmed after a free consultation.
Estimate only, not a quote. Fees depend on the condition of your books and the complexity of your filings.
Personal Tax Filing Made Simple
Let our experts handle your tax preparation with accuracy and care. Choose the right filing option for your situation and ensure your taxes are done right — on time, every time.
What is included in every plan
Each plan includes monthly reconciliation of your bank, card and PayPal accounts, categorised transactions, a monthly profit and loss statement and balance sheet, and a dedicated accountant you can reach by email or WhatsApp. Plans are billed monthly with no long-term contract.
Not sure which plan fits? Use the fee calculator above or book a free consultation and we will recommend one.
Frequently asked questions
Do you have UK pricing?
Yes. UK fees depend on whether you are a sole trader, landlord or limited company, your turnover and whether you need VAT returns. Switch the calculator to the UK tab for an estimate, or see our UK services.
Are tax returns included?
Plans cover your monthly books and the state sales tax filings listed in each plan. Tell us which annual tax returns you need and we include them in your fixed quote.
Can I change plans later?
Yes. You can move up or down a plan as your business changes.
Is there a setup fee?
There is no setup fee. If your books are behind, we quote catch-up bookkeeping as a one-off fee to bring them up to date before your monthly plan starts.