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1099 Bookkeeping & Tax Packages
Year-Round Tax Strategy for Self-Employed Success.
Foundation
Clean Books, Tax-Ready: Monthly categorization of up to 50 transactions and reconciliation for one business bank account.
24/7 Portal Access: View your clean records anytime via our secure client dashboard.
End-of-Year Summary: Receive a final, organized package of reports ready for self-filing or third-party tax prep.
$295/m
Billed Monthly. 100% Tax Deductible
Momentum
Everything in the Foundation plan, plus:
Full Compliance & Filing: Includes your annual 1040 + Schedule C tax preparation and e-filing, using your clean books, ideal for Sole Proprietors.
Quarterly Estimated Tax: Calculation and reminder management for 1040-ES to eliminate year-end surprises and penalties.
Financial Clarity: Monthly delivery of key financial statements (P&L and Balance Sheet) to track business performance.
$495/m
Billed Monthly. 100% Tax Deductible
Ascend
Everything in the Momentum plan, plus:
Corporate Compliance & Filing: Includes preparation and e-filing of Form 1120-S (S-Corp) or Form 1120 (C-Corp) tax returns.
Comprehensive Financial Management: Handles 150+ high-volume transactions, multiple accounts, with full-service payroll for S/C-Corp Owner (1 W-2).
Strategic Advisory: Includes A/P, A/R tracking, and quarterly meetings for tax forecasting and deduction planning.
Starts at $795/m
Billed Monthly. 100% Tax Deductible
Pay annually and save 15% on any bookkeeping & tax package.
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