Individual
Your financial freedom Starts here
Enjoy $0 setup fee & choose a plan that suits your business
Basic
For Growing Businesses, Soloprenuers & Freelancers
$199/monthly
What’s included
- Up to $40,000 in Expenses
- Secure Portal with Document Storage
- Automatic transaction import
- Quarterly Reports
- P&L, balance sheet, and cash flow statements
Try it free for 14 days
Pro
For Small Businesses
$299/monthly
What’s included
- Up to $60,000 in Expenses
- Custom reporting
- Month End Close with Bank/Credit Card Reconciliation
- Financial statement creation and delivery
- Supporting schedules
Try it free for 14 days
Enterprise
For Corporations and Non-Profits
$299/monthly
What’s included
- Up to $80,000 in Expenses
- Monthly reconciliation delivered to your inbox
- Inventory tracking
- Multiple entity support
- Support for classes, departments, or locations
Try it free for 14 days
Features
Basic $199
For Growing Businesses, Soloprenuers & Freelancers
Pro $299
For Small Businesses
Enterprise $399
For Corporations and Non-Profits
Expenses
Up to $40,000
Up to $60,000
Up to $80,000
Secure Portal with Document Storage
Automatic transaction import
Quarterly Reports
P&L, balance sheet, and cash flow statements
Payroll and balance sheet reconciliation
Connections to financial institutions including: banks, credit cards, and payment processors
Chart of accounts
Billable expenses
Business App Integrations
Full, on-demand access to Quickbooks or Xero accounting software
Custom reporting
Month End Close with Bank/Credit Card Reconciliation
Multiple currency support
Financial statement creation and delivery
Supporting schedules
Monthly phone reviews
Expedited books delivery
Special transactions including: bills, invoices, checks and reimbursements
Monthly reconciliation delivered to your inbox
Inventory tracking
Multiple entity support
Support for classes, departments, or locations
Priority support
Guidance from a dedicated success manager
Annual income tax filing for businesses (partnerships, S corps, C corps)
LLC
Limited Liability Company
$799
What’s included
- Free Initial Consultation
- Compliance Checks
- Includes Personal 1040 Tax Return
- Estimated Tax Calculations
- Document Storage
- Accounting Records Import
- Year-End Tax Strategy
- Maximize business deductions
- Capital Gains Reports & Summary
- Reconciliation of income
- Depreciation schedule
- Tax Filing Extensions
- Audit Support
- 100% Accuracy Guarantee
- Money Back Guarantee
1120, 1120S, 1065
Partnership
$1,199
What’s included
- Free Initial Consultation
- Compliance Checks
- U.S. Income Tax Return for a C-Corp, S-Corp, Partnership Income
- Estimated Tax Calculations
- Document Storage
- Accounting Records Import
- Year-End Tax Advisory
- Maximize business deductions
- Capital Gains Reports & Summary
- Reconciliation of income
- Depreciation schedule
- Tax Filing Extensions
- Audit Support
- 100% Accuracy Guarantee
- Money Back Guarantee
- Dedicated accountant
Basic
For Growing Businesses, Soloprenuers & Freelancers
$238/monthly
What’s included
- 1-15 employees/contractors
- W-2s & 1099-NEC/MISC
- Basic hiring and onboarding tools
- Full payroll support for one state
- Employee and Contractor self-service options
Try it free for 14 days
Pro
For Small Businesses
$358/monthly
What’s included
- 16-30 employees/contractors
- PTO Management
- 401(k) plans
- Support for multiple states
- Next-day direct deposit
Try it free for 14 days
Enterprise
For Corporations and Non-Profits
$478/monthly
What’s included
- 31-50 employees/contractors
- State Unemployment Insurance (SUI) management
- 529 college savings plans
- Compliance alerts
- HSAs & FSAs (not in all states)
Try it free for 14 days
Features
Enjoy $0 Set Up Fee
Basic $238
Pro $358
Enterprise $478
Employees/Contractors
1 - 15
16- 30
31 - 50
W-2s & 1099-NEC/MISC
Basic hiring and onboarding tools
Full payroll support for one state
Employee and Contractor self-service options
Time-off reports
Basic technical support
Contractor payments in all 50 states
Direct deposit
4 days
2 days
Same day
New hire reporting, as required
Accounting Integrations
401(k) plans
Support for multiple states
Workers compensation
Background Checks - Available for an additional fee
Full technical support
State Unemployment Insurance (SUI) management
529 college savings plans
Compliance alerts
HSAs & FSAs (not in all states)
Health insurance plan broker integration
Performance reviews
Employee surveys
Hiring Onboarding
Termination Documentation
Registered Agent
Only available in FL
$499/Yearly
What’s included
- Same Day Business Processing
- Annual report reminders
- 24/7 Access to mail and documents through Client Portal
- Use of Our Prime Commercial Address on Documents
- Same price every year
- 25 pieces of mail physically forwarded each year
- Reserve a private & secure office space—in person
- Depreciation schedule
- Customized Corporate Bylaws
- Timely Alerts whenever we receive important documents on your behalf
- Keep Your Name Out of the Public
- Able to be served with a legal notice
- Emails about critical tax and annual report deadlines (a $49 value)
- Unlimited cloud storage for all your business docs
- If you're switching your Registered Agent, we'll handle the paperwork with your state and cover any fees
Basic
For Growing Businesses, Soloprenuers & Freelancers
$99/monthly
What’s included
- Up to 2 Accounts connected
- Quarterly Bank Reconciliations.
- Quarterly Credit Card Reconciliations.
- Quarterly Financial Reports and Customized Reports for analysis.
- Balance Sheet
Try it free for 14 days
Pro
For Small Businesses
$199/monthly
What’s included
- Up to 4 Accounts connected
- Monthly Bank Reconciliations.
- Monthly Credit Card Reconciliations.
- Monthly Financial Reports and Customized Reports for analysis.
- Chart of Accounts Reconciliations
Try it free for 14 days
Enterprise
For Corporations and Non-Profits
$299/monthly
What’s included
- Up to 6 Accounts connected
- Accounts Payable Analysis
- Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.
- Unlimited Support and training
Try it free for 14 days
Features
Basic $99
For Growing Businesses, Soloprenuers & Freelancers
Pro $199
For Small Businesses
Enterprise $299
For Corporations and Non-Profits
Accounts connected
Up to 2
Up to 4
Up to 6
Quarterly Bank Reconciliations.
Quarterly Credit Card Reconciliations.
QuarterlyQuarterly Financial Reports and Customized Reports for analysis. Reports
Balance Sheet
Profit & Loss
Review Bank Statement
Balance Bank Accounts
General Ledger Entries
Cash Flow
Irregularities Discovery
Monthly Bank Reconciliations.
Monthly Credit Card Reconciliations.
Monthly Financial Reports and Customized Reports for analysis.
Chart of Accounts Reconciliations
Financial Statements Analysis
Bill and Bill Payment Assistance.
Accounts Receivables Analysis
Accounts Receivables Analysis
Accounts Payable Analysis
Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.
Unlimited Support and training
Monthly Revision
Sales Tax Form Preparation
Unlimited Q&A to our Firm for any type of tax consultation and planning.
Adjust Prepayments
Personal Income Tax
$200
What’s included
- Max Refund Guarantee
- 1040 form
- Prepare and e-file
- PDF upload to Client Portal
- W2 Income
- All major IRS forms
- All credits & deductions
- Audit assistance
- Property Taxes
- Interest and dividend income reported on a 1099-INT or 1099-DIV
- Claiming the Standard deduction or Itemizing deductions
- Earned Income Credit (EIC)
- Child Tax Credits
- Student Loan Interest deductions
- Mortgage and Property tax deductions
- Charitable donations
- Unemployment income
- Educational expenses
- Medical/Dental Expenses
- Phone & email support
Tier 1
$200 Per Item
What’s included
- FREE Equifax, Experian & Transunion Credit Scores
- Client Portal Document Collection & Dispute Tracking
- Disputes directly with Credit Bureaus
- Remove Out of Date Personal Information
- Stop Collection Calls
- Monthly Credit Report Audits & Comparisons
- Cease & Desist Communications
- Educational Resources
- Employer Credit Repair Verification Letters.
- In-depth knowledge of Consumer Protection Laws & Credit Laws
Lifetime Warranty
120 Day satisfaction
No additional fees! ever
Tier 2
$1,000Per Item
What’s included
- FREE Equifax, Experian & Transunion Credit Scores
- Client Portal Document Collection & Dispute Tracking
- Disputes directly with Credit Bureaus
- Remove Out of Date Personal Information
- Stop Collection Calls
- Monthly Credit Report Audits & Comparisons
- Cease & Desist Communications
- Educational Resources
- Employer Credit Repair Verification Letters.
- In-depth knowledge of Consumer Protection Laws & Credit Laws
Lifetime Warranty
120 Day satisfaction
No additional fees! ever
Business Formation
$349
What’s included
- Instant Online Ordering
- Same Day Tax ID (EIN) setup
- Fast Filing Speeds (3-5 business days)
- Formation of company in any state
- FREE Business Bank Account Setup
- Compliance Calendar
- All filing fees & expedited processing
- Depreciation schedule
- Customized Corporate Bylaws