Bookkeeping & Tax Support for Individuals, Small & Mid Size BusinessesClean books, fewer surprises, and clear numbers you can actually use.
Tax Services
Individual Tax Returns
Standard Individual Return
$150 – $300
Includes:
• Form 1040 preparation
• Federal and state filing
• Standard deductions or itemized deductions
• W-2 income
• Basic investment income (1099-INT, 1099-DIV)Self-Employed / Contractor Returns
Schedule C Filings
$250 – $500
Ideal for:
• Freelancers
• Independent contractors
• Gig workers
• Small sole proprietors
Includes:
• Schedule C income and expense reporting
• Deduction review
• Self-employment tax calculationsRental Property Returns
Schedule E Filings
$75 – $150 per property
Includes:
• Rental income reporting
• Expense tracking
• Depreciation calculationsSmall Business Tax Returns
S-Corporation Returns (Form 1120-S)
$500 – $1,000
Includes:
• Business tax return preparation
• K-1 preparation for owners
• Review of financial statementsTax Planning Consultation
$100 – $200 per session
Includes guidance on:
• Estimated taxes
• Deduction strategies
• Small business tax planning
Bookkeeping Services
Monthly Bookkeeping PlansStarter — $95 / month
• Up to approximately 50 transactions per month
• One bank account reconciliation
• Monthly profit and loss report
• Email support for bookkeeping questionsGrowth — $180 / month
• Up to approximately 150 transactions
• Bank and credit card reconciliation
• Monthly financial reports
• Email supportProfessional — $350 / month
• Up to approximately 300 transactions
• Multiple account reconciliations
• Monthly financial reports
• Quarterly financial review discussion
• Priority email support
Premium — $500+ / month
• Higher transaction volume
• Multiple bank and credit card accounts
• Detailed financial reporting
• Quarterly financial review discussion
• Priority supportOne-Time Bookkeeping ServicesQuickBooks Setup — $100–$500
• Chart of accounts configuration
• Connecting bank and credit card accounts • Initial QuickBooks system setup
• Most small businesses fall around $250
depending on complexityQuickBooks Cleanup — Starting at $250
• Pricing depends on months needing cleanup • Transaction volume and corrections required • Typical ranges: 3–4 months ($250–$400), 6–12 months ($500–$1,200+)QuickBooks Training — $45 per hour
• Live walkthrough of QuickBooks
• Categorizing transactions
• Running financial reports
• Best practices for maintaining organized
books
• Follow-up questions after sessions are welcomeAll bookkeeping services are tailored to the needs of each client. Pricing may vary depending on transaction volume, number of accounts, and overall complexity of the bookkeeping required.
Process
1. Quick Intro Call
- We’ll go over you and your business, your current setup, and what you need help with. Whether it’s bookkeeping, taxes, or both, this helps us get aligned right away.2. Setup & Organization
- Set up your bookkeeping procedures and/or preparing the needed documents for tax prep.3. File Taxes / Ongoing Bookkeeping
- Prepare and file your taxes and continue ongoing bookkeeping on a monthly basis.4. Year-Round Support
- I’m available for questions, planning, and helping you make sense of your numbers so you can make better decisions throughout the year.
About
I’m Russell, a professional tax preparer and a QuickBooks-certified bookkeeper based in Utah. I studied accounting at Utah Valley University and I enjoy working closely with small business owners and individuals to provide valuable accounting, tax, and bookkeeping services.I take a hands-on approach with every client. Beyond just recording transactions, I help you understand your numbers, spot trends, and stay ahead of tax season.
Keep your books and taxes clean and stress-free. Schedule a quick call and we’ll figure out exactly what you need.
