Person typing on a laptop keyboard with rings on fingers, on a wooden table next to a yellow phone and a beige hat doing bookkeeping and tax prep on the Central Coast, CA.
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taxes

tax prep &
planning bundle

Starting at $135 per Month

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If you are a small business owner who is looking for more support and guidance than just a year-end tax filing.

What's Included:

  • Federal & State Tax Return Preparation

  • Tax Planning & Projection Workpaper

  • Estimated Tax Payment Calculation

  • IRS Notice Response

  • Year-End Tax Strategy Meeting

tax prep

Starting at $650 per return

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Get your taxes done right and on time — so you can relax, save money, and stop stressing about deductions.

What’s Included:

  • Federal & State Tax Return Preparation

  • Tax Deadline Reminders

  • Email Support

  • Quarterly Estimates (as needed)

add ons

S-Corporation Conversion

Reasonable Compensation Study

CA Statement of Information Filing

INQUIRE

not ready for commitment?

Grab our DIY financial spreadsheet. Take charge of your finances effortlessly with all our all-in-one tax and bookkeeping solution.

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GET YOURS NOW
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Person holding a MacBook Pro displaying a DIY financial dashboard spreadsheet from Carefully Counted with charts and data against a cloudy sky background.