Tax & Accounting Bundle

The Bundle Includes


  • Fixed Quarterly Fee
  • Subscription to Quickbooks Online Plus with Payroll 
  • Unlimited personal Quickbooks assistance
  • All Annual and Quarterly Payroll Tax Returns
  • Annual 1099 Forms
  • Federal and State Business Income Tax Returns

$500 Quarterly Fee


  • $500 per quarter for service business with 10 or fewer employees
  • Perfect for many small businesses, including self employed taxpayers
  • More complex businesses are welcome and will be given a fixed quarterly quote before work begins.
  • The fixed quarterly fee includes all the required year-end work!

Quickbooks Online Plus with Payroll


  • The quarterly fee includes your Quickbooks Online (QBO) Subscription - a retail value of up to $297 per quarter
  • We will meet with you 1 on 1 to get your QBO company properly setup to make keeping your books simple.
  • We provide unlimited QBO support.  When you have a question just call us!  Our personal relationship and knowledge of your business will make problem solving easier.  You'll never have to call QuickBooks directly!

Payroll Tax Returns


We will teach you the proper way to enter your payroll in QBO.  Based on the QBO payroll data we will file:

  • Form 941 Quarterly
  • Form 940 Annually
  • Form W-3 & W-2s Annually
  • Forms 1099 Annually
  • All required payroll and unemployment tax returns for one state.

Income Tax Returns


We will prepare and e-file the federal and state (if required) business income tax return.  Depending upon the business, the taxable income will be reported on:

  • Form 1120
  • Form 1120S
  • Form 1065
  • Form 1040, Schedule C

Your Responsibility


The bundle is for DIY business owners that just need help getting started and then someone to have their back when they have questions. 

We'll help you learn to:

  • Classify checking account transactions automatically loaded by QBO
  • Run payroll for your employees
  • Send invoices to your customers and then record payments received
  • Input bills from your vendors and record payments sent