TAX PACKAGES

2023 Catch-Up

Starting at $2,600/annual

This is for you if:

  • You have not touched your bookkeeping for the year and your CPA is asking for financial statements to complete your tax return 

What's Included: 

  • Organized Books & categorized transactions

  • Bank Reconciliations 

  • Financial Statements sent to your inbox

  • *Please note we offer a discount on this rate if signing up to be a continuous monthly bookkeeping client

Tax Preparation

Pricing Varies on Complexity of Return. Starts at $400

What’s Included: 

  • Federal & State Tax Preparation

  • Tax Deadline Reminders

  • Email Support

  • Quarterly Estimates (as needed)

  • Annual 30-minute meeting

Add Ons:

45 minute call with Delaney

$200/hour

California Sales Tax Return

Starting at $150

Business Property Tax Returns

Starting at $250

CA Statement of Information Filing

$150

Have a question about which one is best for you?

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