Tax-Only Plan
Our Tax Only plan includes year-round accounting advice and support, IRS assistance, access to an online dashboard, and business income taxes. For sole proprietors and single-member LLCs on this plan, we will also include your personal taxes because your business and personal taxes are filed on one form, Form 1040 with a Schedule C.
Bookkeeping Plan
Our Bookkeeping plan includes monthly bookkeeping, customized financial insights, access to an online dashboard, and year-round accounting advice and support. The standard Bookkeeping plan includes two linked bank accounts, 150 transactions per quarter, and one loan. Additional accounts, transactions, and loans may result in additional charges.
Starter Plan
Our Starter plan includes year-round accounting advice and support, quarterly bookkeeping, IRS assistance, customized financial insights, access to an online dashboard, and business income taxes. For sole proprietors and single-member LLCs on this plan, we will also include your personal taxes because your business and personal taxes are filed on one form, Form 1040 with a Schedule C. The Starter plan includes two linked bank accounts, 150 transactions per quarter, and one loan. Additional accounts, transactions, and loans may result in additional charges or require an upgrade to our Plus plan.
Plus Plan
Our Plus plan includes year-round accounting advice and support, monthly bookkeeping, IRS assistance, customized financial insights, access to an online dashboard, in-depth tax strategy and savings maximizer, as well as business and personal income taxes. The Plus plan includes four linked bank accounts, 200 transactions per month, and unlimited loans. Additional accounts and transactions may result in additional charges