We set up your bookkeeping, connect your accounts, and keep you tax-ready all year. You stay in control day to day, for a flat monthly price. No surprise invoices, no catch-up panic in April.
Start with bookkeeping, or bundle in your tax return and spread it across the year instead of one big bill.
Included tax return covers a Form 1040 with one Schedule C and one state return. More complex situations (multiple owners, payroll, rentals, multi-state) are a quick conversation and a clear quote, never a surprise.
Answer a few quick questions and choose DIY Bookkeeping or Books & Tax. A few minutes, all online.
We set up your books and send you a secure link to connect your accounts. You never hand us your banking password.
Your transactions flow in and get categorized. You review, we keep you current, and your taxes are handled when the time comes.
$199 or $299 a month. No hourly billing, no surprise invoices.
Your books stay current all year, so tax time is a non-event.
Bank-level security, encrypted documents, and multi-factor sign-in.
Real professionals you can reach, not just software.
These are the exact problems we exist to prevent. The numbers are real.
One freelancer paid their entire tax bill in February and still owed about $2,800 in penalties, just for not paying in quarterly installments during the year. Paying in full was not enough.
Online sellers have been blindsided by tax forms reporting "income" on things they sold at a loss, with no records to prove what they originally paid for them.
Skip quarterly payments and the IRS can add penalties even if you pay the whole bill later. We keep you ahead of every deadline.
In the Federal Reserve's 2024 survey, only 41% of businesses got all the financing they applied for. Clean monthly statements are how a lender says yes.
Online and freelance income counts from the first dollar, and self-employment tax alone is 15.3%. We track every dollar so nothing sneaks up on you.
You stay in control of your day-to-day books with tools we set up and maintain. We keep things accurate behind the scenes and are here when you have a question, so you are never stuck.
Your annual tax return is included, and its cost is spread across your monthly payment instead of a single bill at filing. Stay enrolled through the year and the return is included. If you leave early, you get a credit toward the standard return price for each month you were with us.
The DIY plans are built for straightforward small-business filings. If your situation is more involved, we will let you know up front and give you one clear quote. No surprises.
Yes, it is month to month. A few terms apply to the included tax return, which we spell out clearly in your agreement before you sign.
Start your DIY plan in minutes, or talk to us first if you would rather.
