Tax Expert Bookkeeping Plans

Designed to Support Your Growth

Essentials Plan

$ 695 Month
  • 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

$ 890 Month
  • 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

$ 1800 Month
  • 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
Tax Expert

Choose the Right Plan for Your Business

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.