Packages
Individual
Bookkeeping
Individual
Starting at $850 - $1,500
Who it's for:
- Individuals without a business
- Individuals with Schedule C or Schedule E
Includes:
- Tax preparation for the current year
- Prior year(s) return review
- Quarterly tax newsletter
- Document storage through our secure portal
Can be added on for additional fees:
- Tax planning
- Notices from the IRS and a single-state (additional states available)
- Year-round access for quick questions
Business
Bookkeeping
Individual
Starting at $2,200
Who it's for:
- S corporations
- Partnerships
- C corporations
Includes Compliance Package plus:
- First priority response
- Mid-year & Fall financial review
- Annual tax planning meeting
- Communication with IRS and state agencies
Bookkeeping
Bookkeeping
Bookkeeping
Starting at $350 per month
Who it's for:
- Schedule C
- S corporations
- Partnerships
- C corporations
Includes:
- Bookkeeping clean-up
- Monthly bookkeeping services
- Payroll Assistance
Estates and Trusts
Starting at $1,200
Includes:
- Gift Tax Return Compliance
- Estate and Wealth Transfer Planning
- Probate and Trust Administration
- Estate Income Tax Compliance
- Trust Income Tax Compliance
We've Moved Locations!
Welcome!
As of 11/1/2022, we have moved our office location to:
20860 N. Tatum Blvd., Suite 300
Phoenix, AZ 85050