Yes, our one-time onboarding fee allows our team to assess your financials in more detail, accounts for getting everything set up within our system, and includes your initial strategy session. Our onboarding fee ranges from $1,000 to $3,000 depending on the complexity of your business.

Of course! We will assess the current state of your books and let you know of any back work required. We would need to catch up your monthly plan based on the time of year and any accounting work needed.

We base our packages on the complexity of each client. Some factors that affect your monthly fee include:

• Accounting activity and complexity
• Number of monthly transactions
• Number of bank accounts, credit cards, and loans
• Annual revenue
• Number of business locations
• Inventory, third-party apps, and number of owners/partners

Your business tax return is included in your monthly plan, so there is no additional charge! Extra filing costs would only occur if you opened a new location in a different state with additional filing requirements or changed entity structure within the year.

For personal tax preparation, fee is based on forms filed and complexity.

There are a few factors that go into determining the cost of back taxes. We will need to assess the current state of your books and get them caught up from when you last filed.

Typically, the price of your back work is determined by how many years of tax returns need to be filed plus any additional state reporting or accounting work needed.