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Each package is one monthly price that covers your bookkeeping, your tax returns, and your CPA's time. No hourly bills, no surprise invoices.
For sole proprietors and single-member LLCs.
Plus your accounting software subscription
For businesses and practices taxed as an S corporation, or ready to become one.
Plus your accounting software subscription
For growing businesses and group practices with employees, multiple owners, or multiple states.
Plus your accounting software subscription
Monthly packages are built for businesses and practices bringing in $100,000 or more a year. Need one-time help? See one-time services. Package prices cover our work. Your QuickBooks Online or Xero subscription is a separate cost, and we'll recommend the plan that fits your business. If you need tax returns in more than one state, each additional state is $75 per month. Prices assume your books are current; cleanup of prior months is quoted separately as Catch-Up Bookkeeping, below.
For nonprofits and churches: monthly bookkeeping, Form 990 or 990-EZ, and board-ready financial reports.
| Service | What It Is | Price |
|---|---|---|
| S Corp Analysis | A full S corporation analysis for your business. If the numbers work, we also file the election, set up payroll, and document the salary you'll pay yourself. The fee is credited toward your first three months of Ascent. | $750 |
| Tax Planning Session | A one-time tax projection and planning session, for anyone not on a monthly package. | $500 |
| Catch-Up Bookkeeping | Catch-up bookkeeping for the months that got away from you. No judgment; it happens to almost everyone. | $200 / month cleaned $750 minimum |
| Notice Protection | Coverage for IRS and state tax letters. When one arrives, send it to us, and we'll handle the response. | $15 / month add-on |
| Personal Tax Return | Your individual tax return (Form 1040) only, with no monthly package. With self-employment income (Schedule C), from $700. | From $400 |
| Business Tax Return | A business tax return only (S corporation, partnership, or C corporation), with no monthly package. | From $1,000 |
Monthly packages are billed monthly under a one-year agreement. One-time services are quoted and paid up front.
We work in QuickBooks Online and Xero. If you already use one of those, nothing changes. If you use something else or a spreadsheet, we'll move your books over during onboarding and handle the transition for you. The software subscription isn't included in our package prices.
Yes, and many clients come to us that way. Catch-Up Bookkeeping brings the earlier months current, and then your monthly package starts fresh. If a prior year was never filed or needs to be amended, we'll quote that during your discovery call.
Yes. The firm is licensed in Florida and serves clients in all 50 states. Multi-state returns, remote work across state lines, and moves during the year are routine work for us.
A CPA second look at work you prepared with AI, with a written memo of what we found. A consulting service, not an audit or review.
Book a free 20-minute discovery call, and we'll recommend the right package for your business. No pressure.