One CPA for the business and the owner.
Most owners overpay in the same three places: the wrong entity structure, books that only exist at tax time, and a preparer who never sees the whole picture. We fix all three with one monthly relationship: structure it right, keep the books current, and file the business and personal returns together.
Schedule a consultationStart with the structure question
Whether an S corporation saves you money depends on your profit, payroll, and state. The answer is arithmetic, not opinion. We run it with your numbers, set reasonable compensation that holds up, and handle the election and filings if the math says yes.
What the monthly relationship covers
Add tax preparation to any bookkeeping size for $200/mo more: $650/mo at the smaller size, $900/mo at the larger. The bundle covers the business return and your personal return.
Monthly bookkeeping
Up to 100 transactions a month
$450/mo
2 bank or card accounts included
Monthly bookkeeping
Up to 250 transactions a month
$700/mo
4 bank or card accounts included
Monthly bookkeeping
Larger or accrual books
Quoted
Accrual, multiple entities, or higher volume
New bookkeeping clients start with a one-time $450 setup and tune-up so the books begin clean. Filing season only? S-corp (1120-S) runs from $1,500, partnership returns from $1,500. Year-round planning lives in the Business + Personal membership (from $5,400/yr ($450/mo)).
See full pricingFind out what the right structure saves you.
A free 15-minute call. Bring last year’s return; we will tell you what we see.
Schedule the call