Sole Proprietor Package

All-inclusive Accounting Packages to Fit Your Budget.
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Starting at $74 / month
  • Revenue of $0 - $50K
  • No Credit Card Required


Starting at $114 / month
  • Revenue of $50K-$125K
  • No Credit Card Required


Starting at $154 / month
  • Revenue of $125K-$250k
  • No Credit Card Required


Starting at $194 / month
  • Revenue of $250K-$400K
  • No Credit Card Required


  • Revenue of $400K+
  • No Credit Card Required

All Plans Come With:

Each year we will prepare and e-file form 1040 which is your personal tax return. All returns are reviewed by a CPA and you will always approve everything before we file.

Included with every package is one state tax return prepared and filed for you.

As part of your personal tax return, we will prepare a schedule of all itemized deductions helping you reduce tax liability and ensuring we find every deduction possible.

Because you are a sole proprietor, you must file this schedule to report your profit and loss from the business. We’ll ensure you are reporting all your business information accurately.

Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each month.

2 times per year our Financial Review Board meets internally to review all aspects of your business from top to bottom to determine if we can make any recommendations to help you and your business.  You will receive a summary of what we discuss after each meeting.

We’ll send you vouchers and instructions each year for your annual and quarterly tax payments. This makes paying your taxes a snap.

After we e-file your returns, we’ll send you an email with copies of all your documents that you can store with your personal records.

All Core packages come with 1 monthly email to our staff for financial questions or concerns.

Optional Add-On Services

  • Weekly Books $15/mo

    Need your books done more often than monthly? Add on this service for weekly reconciliations of your business transactions.

  • Audit Defense $10/mo

    Think of this as an insurance policy on your tax returns. With this service we will respond to all tax notices you may receive and represent you in an audit.

  • Corporation Setup $450

    Need to file for a Corporation? We’ll file with your state, register for a new EIN and if you’d like to be an S-Corporation, we’ll take care of the forms necessary to make that election. State fees apply.

  • Rental Properties $13/mo

    If you own rental properties, there are special tax filings that must be done. This add-on is a per month fee for each property that ensures all rental income and expenses are reported accurately.

  • Accounts Receivable $285/mo

    Tired of sending invoices to clients? Our team can take that off your hands. We will prepare all of your invoices and receive payments for you with this add-on feature.

  • Payroll Custom Quote

    Need help with running payroll and filing your returns? We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately. $6 per employee charge applies.