Starting at $600 per year
Designed for tax clients who need assistance organizing and totaling income and expenses from bank statements, credit card statements, or similar records for tax preparation purposes. This service provides summarized income and expense totals and is not intended to replace full-service bookkeeping.
Pricing:
$600 per year for up to 2,500 transactions annually.
Transactions exceeding 2,500 per account are billed at an additional $0.45 per transaction.
Pricing Transparency: This service is intended to assist with the preparation of tax returns and basic income and expense reporting. It does not include account reconciliations, financial statement preparation, bookkeeping cleanup, payroll services, sales tax filings, or other full-service bookkeeping functions. Additional fees may apply for document organization, missing records, extensive corrections, or unusually complex transactions.
Starting at $600 per year
Designed for tax clients who need assistance organizing and totaling income and expenses from bank statements, credit card statements, or similar records for tax preparation purposes. This service provides summarized income and expense totals and is not intended to replace full-service bookkeeping.
Pricing:
$600 per year for up to 2,500 transactions annually.
Transactions exceeding 2,500 per account are billed at an additional $0.45 per transaction.
Pricing Transparency: This service is intended to assist with the preparation of tax returns and basic income and expense reporting. It does not include account reconciliations, financial statement preparation, bookkeeping cleanup, payroll services, sales tax filings, or other full-service bookkeeping functions. Additional fees may apply for document organization, missing records, extensive corrections, or unusually complex transactions.
