Answers to the questions owners ask most often.

Monthly bookkeeping starts at $300/month. Final price depends on business complexity and level of support. I review your books, number of entities, activity level, and support needs before quoting.

Monthly Premium is $2,500–$4,000/month. It includes monthly bookkeeping, reconciliations and financial statements, tax planning and tax compliance (one federal and one state return), a monthly KPI scorecard, tax reserve estimate, Loom explanation, and priority support. It also includes a monthly CEO brief, 13-week cash flow forecast, quarterly tax strategy review, weekly or custom dashboard, live monthly review, pricing, margin, hiring and expense guidance, and board-ready reporting when needed. Scope, entities, accounts, returns, states and reporting needs are agreed before work begins.

Standalone tax preparation starts at $1,500 for individuals and $3,000 for businesses. Final quote depends on tax complexity, number of states, and other factors.

Additional entities, returns and historical cleanup are scoped separately. Accounts payable and accounts receivable services are not included.

Share basic contact information, the condition of your books, number of entities, activity level, and the support you need. Do not send financial documents, Social Security numbers, account numbers, or tax records through the contact form.

We discuss your needs and agree on scope and price before signing an engagement. Client documents and access are then handled through the secure client portal.

I use TaxDome for client messages and documents, with email and phone when needed. Monthly Premium includes Loom explanations, priority support and a live monthly financial review. Response expectations are agreed in the engagement.

I do not currently work with businesses that have activity outside the USA or businesses with inventory.