Solopreneur Tax Advisory & Bookkeeping Prices

This service is designed for owner-operated businesses that report their business activity on Schedule C, as well as individuals with rental properties reported on Schedule E. It’s ideal for freelancers, consultants, independent contractors, real estate professionals, landlords, and other solopreneurs who want reliable bookkeeping and practical tax guidance throughout the year. Preparation of your individual income tax return is quoted separately based on your tax situation. Learn more about our Individual Tax Preparation Prices.

This service includes monthly bookkeeping and ongoing tax guidance throughout the year. Preparation of your individual income tax return is quoted separately based on your tax situation and is not included in the monthly fee.

This service combines monthly bookkeeping with practical tax guidance throughout the year. In addition to maintaining tax-ready financial records, we’ll answer tax questions, discuss common deductions, and help you build good financial habits as your business grows. In addition to monthly bookkeeping, this service includes one annual tax projection, practical tax guidance throughout the year, and support with tax questions as they arise.

If you’re looking for bookkeeping without ongoing tax guidance, explore our Monthly Accounting & Bookkeeping Prices.

As your business grows, your bookkeeping and tax needs may change. If you later form an S corporation or require more advanced tax planning, our Business Tax Advisory Services and Business Tax Advisory Prices pages explain the additional levels of support available.

No. This service is billed monthly with no long-term contracts. You may cancel at any time.

No. While many of our clients use QuickBooks Online, we also work with other accounting systems. If you don’t currently use bookkeeping software, we’ll discuss the best solution during your consultation.

In most cases, bookkeeping and tax advisory services are ordinary and necessary business expenses and are generally deductible for your business. During your consultation, we’ll explain how these services fit into your overall tax situation.

If you’re unsure which service best fits your business, compare all of our bookkeeping, tax preparation, and advisory options on our Business Service Prices page, or schedule a complimentary consultation and we’ll recommend the most appropriate solution.