Sole Proprietorships
A business owned by you. Support for getting started, keeping your books, and reporting business income on your personal return.
WHO WE HELP
Your business.
Support at every step.
For sole proprietorships, LLCs, partnerships, and S-Corps—from getting started to keeping everything running.
- 01
Monthly Bookkeeping
Organize transactions, reconcile accounts, and understand your monthly reports.
- 02
Bookkeeping Cleanup
Get historical books caught up and ready for ongoing accounting.
- 03
Contractor & Payroll Support
Coordinate employee pay, contractor payments, and related filings.
- 04
Tax Preparation
Bring your books together for tax preparation and ongoing support.
Already in business? We’ll start where you are. Your services depend on your plan and business needs.
WHO WE HELP
Who we work with.
LLCs
A company with one or more owners. Registration and accounting support that fits how your LLC is taxed.
Partnerships
A business shared by two or more owners. Organized books, partnership tax preparation, and partner reporting.
S-Corps
A corporation or LLC with S-Corp tax status. Books, owner payroll, and business tax preparation working together.
HOW WE HELP
The support behind your business.
A clear view of the work we can help with.
Monthly BookkeepingMonthly bookkeeping, financial reports, invoice sending, and payment matching in QuickBooks Online.
- Monthly bookkeepingAll plans
- Monthly financial reportsProfit & Loss and Balance SheetAll plans
- Invoice sending & payment matchingAll plans
Bookkeeping CleanupBring historical bookkeeping up to date and start with clearer records.
- Catch-up bookkeepingAvailable as an add-on
- Scope and pricingDiscussed before work begins
Contractor & Payroll SupportOwner and employee payroll, contractor payments, and related tax filings.
- Reasonable salary supportS-Corp, Premier, Exclusive
- Employees, including S-Corp owners — up toS-Corp: 4 · Premier: 7 · Exclusive: 10
- Payroll migrationS-Corp, Premier, Exclusive
- State payroll tax registrationOne state included · S-Corp, Premier, Exclusive
- Quarterly federal & state payroll filingsS-Corp, Premier, Exclusive
- Employee W-2 filingsS-Corp, Premier, Exclusive
- Contractor payment supportAll plans
- Contractor 1099-NEC filingsAll plans
Tax PreparationTax returns, estimates, and filing support throughout the year.
- Quarterly tax estimate supportAll plans
- Individual tax returnIncluded with LLC · Add-on options: Basic $199, Pro $399, Ultra $599
- Business tax returnS-Corp, Premier, Exclusive
- Sales tax filingsPremier, Exclusive
- Local city & state tax filingsPremier, Exclusive
Business setupInitial registration and paperwork to help establish your business.
- Business registrationOne included with every plan
- Articles of incorporationAll plans
- IRS EIN applicationAll plans
Ongoing ComplianceGood standing checks and business license renewal support.
- Good standing verificationAll plans
- Annual business license renewalIncluded with Premier & Exclusive · Add-on for LLC & S-Corp
Additional supportAdditional-state services and payroll amendments.
- Additional-state servicesAvailable as an add-on
- Payroll amendments$200 per amendment
- Additional state payroll account opening or closing$100 per opening or closing, per tax agency
Included services and limits vary by plan. Additional support is available as an add-on.
Plan details & fees
One state included
Included state services cover one state. Additional states are available as add-ons.
Employee limits include S-Corp owners
S-Corp includes up to 4 employees, Premier up to 7, and Exclusive up to 10. These totals include S-Corp owners.
Optional service fees
Individual tax add-on options: Basic $199, Pro $399, and Ultra $599. Payroll amendments are $200 per amendment. Additional state payroll accounts cost $100 per opening or closing, per tax agency.
Software & filing fees
QuickBooks and Gusto subscriptions are not included. Government filing fees are paid by the client.
Invoicing, clearly defined
We send invoices and match payments in your accounting system. Payment chasing and collections are not included.