Deeper Insights. Faster Growth.
We work differently, engaging only on a year-round subscription basis.
- Personal tax return preparation
- Mid-year planning Review of:
- Budget/Cash Flow
- Net Worth Statement
- Threats to your financial stability to work with you to help improve your financial situation
- Includes everything in the Personal package, plus:
- Quarterly tax planning
- QuickBooks Online oversight, training, and troubleshooting
- Preparation of any needed 1099s
- Training/guidance on filing Dept of Revenue filings
- Includes everything in prior packages, plus:
- Corporate tax preparation
- Business tax optimization
- Business strategic support, monthly advisory meetings surrounding business goals, success indicators, and threats.
*We require business clients to maintain a QuickBooks Online subscription (Essentials or higher). We only support payroll through the Gusto platform.
- Bookkeeping: $240/month
- WA Dept of Revenue Filing and Prep:
- $45/month (monthly filer)
- $30/month (quarterly filer)
- Payroll: Optional $80/month processing fee
- Secretary of State Renewal/Registered Agent: $35/month