Bookkeeping & Tax

Core practice management and accounting services

MonthlyAnnual

Essential Business

$179/month

Bookkeeping, financial reports, and year-round taxes for solo sole proprietors.

Taxes

  • Personal income tax preparation and filing
  • Quarterly tax estimates and payment guidance
  • S corp election guidance and support
  • Free tax extension filing support

Bookkeeping

  • Monthly done-for-you bookkeeping
  • Year-end tax ready books
  • Tax deduction tracking

Reports & Tracking

  • Monthly income, expense, and profit reports and tracking
  • Profit and loss statements

Expert Support

  • Unlimited messaging and live phone support for all financial matters
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Premium Business

$279/month

Bookkeeping, financial reports, year-round taxes, and payroll for groups and S-corps.

Everything in Essential, plus:

Taxes

  • Business income tax preparation and filing

S Corp Compliance

  • S corp compliance with salary and distribution guidance
  • Payroll setup and management

Group Practice Support

  • Payroll setup and management for yourself and employees
Get Started

Terms

No long term contracts. Cancel any time.

Schedule Free 30-Min Call

Let's discuss your practice needs and how I can help

2025 Tax Returns

If you do not have an active plan with us, we can prepare your 2025 taxes for a one time fee.

Sole Proprietor

$1,485one time

Essential

  • Tax preparation and filing
  • Catch-up bookkeeping
  • Business entity setup support
  • Includes all services listed above for the next year

S-Corp and Group

$2,155one time

Premium

  • Tax preparation and filing (Personal & Business)
  • Business entity setup support
  • Includes all services listed above for the next year

Accounting & Tax

Bookkeeping & Financial Reporting

Comprehensive bookkeeping, expense tracking, and financial reporting so you always know exactly where your practice stands.

Tax Preparation Support

Year-round tax planning and preparation support to maximize deductions and keep you compliant with all requirements.

Starting a Practice?

You went to school to be a therapist, not a business owner. I'll walk you through every step of launching your private practice, from business formation to seeing your first client.

Learn More