- Tax returns
- We never prepare them
- Catch-up
- Flat, from $500
- Turnaround
- 7 business days, or 2-day Rush
- Plans
- From $500 a month
What you get
Filing-ready books
Reconciled accounts, a clean P&L and balance sheet, and notes on anything unusual, in one package.
Current all year
Books closed monthly, so a July question gets a real answer.
Catch-up with a date
Clients who show up behind get caught up at a flat price, with a ready date set before we start.
Clients who know their numbers
Every client sees their numbers monthly in the Dash, so tax time holds fewer surprises.
The year-end handoff
What lands in your inbox for every client we keep, with notes on anything unusual.
How referrals work
Step 1 of 3
Send them our way
Share our intake link or introduce us by email.
Step 2 of 3
We scope it with you
Work and timing confirmed with you first.
Step 3 of 3
You get clean books
Current all year, and the handoff on your schedule.
Our lines
We do the books. You do the return.
We don't prepare or file income tax returns. When a client needs a CPA, we make the introduction.
Talk about partneringCommon questions
Do you prepare tax returns?
No. We don't prepare or file income tax returns, and we don't give the tax advice that's yours to give. Your client stays your client.
What do clients pay?
Monthly plans start at $500. Catch-up work is a flat price from $500, with Standard in 7 business days or a 2-business-day Rush for up to 12 months.
Can we see a sample handoff package?
Yes. Ask and we'll walk you through one.
How do we refer a client?
Send them our intake link or introduce us by email. We confirm scope and timing with you before we start.
Fewer shoeboxes this tax season.
Introduce one client who's behind and see the handoff for yourself.
Refer a client