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Pricing

Simple, transparent pricing.

Tax filing is a flat $399, with optional bookkeeping at $20 a month. No separate accounting software subscription is required for bookkeeping. US clients pay in USD. Canadian clients pay the same number in CAD.

Pick the service you need to see its pricing.

Tax filing, done for you

Our team prepares and files every business return you need for the year. One flat price: $399.

New clients

Tax filing

Your business tax return, prepared and filed end to end.

$399/yr
  • Every business return for the year, federal and state or provincial
  • Multi-state returns at the same price
  • Your personal return when the business needs it
  • Extensions, 1099s and T4/T4A slips included
  • Year-round support for tax questions
  • Bring your own books, or let us do them
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Welcome back

Returning clients

Filed with us before? Keep the same flat price for your next return.

$399/yr
  • Everything in Tax filing
  • Same team that knows your business
  • Prior-year data carried forward
  • Priority turnaround in tax season

Available to clients who filed a prior-year return with us.

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Tax filing

$399/yr

Covers everything tax for the year. Billed once, when your return is prepared.

Bookkeeping

$20/mo

Billed monthly. Cancel anytime.

Returning clients

$399/yr

For clients who filed with us last year.

Catch-up bookkeeping is quoted as one flat price after a quick review of your accounts.

What's included

$399 a year covers everything tax for that tax year.

  • Every business return for the year. All the federal and state or provincial business returns you need for the tax year: Schedule C, 1065, 1120-S, 1120 and their state returns in the US; T2, or T1 with T2125, in Canada.
  • More than one state. Multi-state returns are included at the same price.
  • Your personal return. The owner’s personal return (1040 or T1) is included when it’s needed for the business income.
  • Quebec. Quebec returns (CO-17, TP-1 and TP-80) are included. Our Quebec pages are in French, and our team works with you in English.
  • Extensions and reminders. Extensions (Form 7004 or 4868) and quarterly estimate reminders are included.
  • Information returns. 1099-NEC, T4/T4A and T5018 slips are included in the tax price.
  • City and excise returns. City and local business tax returns, and state excise returns such as Washington B&O, are included in the yearly price.
  • Franchise tax reports. State franchise tax reports, such as the Texas franchise tax report, are included.
  • Estimated tax and instalment amounts. We work out your quarterly estimated tax payments in the US, or your CRA instalments in Canada, and tell you what to pay and when.
  • Unfiled past years. Each unfiled prior-year return is $399 per tax year, the same flat price.
  • Bookkeeping at $20 a month. Unlimited bank and card accounts, monthly reconciliation and monthly statements.

Basic inventory tracking for online stores, such as Shopify, is included. Full cost-of-goods reconciliation is quoted separately. Payroll processing and sales-tax filing aren’t included in bookkeeping. US clients pay in USD. Canadian clients pay the same number in CAD. Our team prepares and files your return.

Plan your costs

Tax filing, with bookkeeping if you need it.

Choose tax filing on its own, monthly bookkeeping, or both. One filing plus twelve months of bookkeeping adds up to $639 in published fees.

Choose the services to include

Published fees for your selection

$399

One business tax filing
$399

This adds the current published fees. Bookkeeping is billed monthly; tax filing is billed separately when prepared. Catch-up work is priced separately. US clients pay in USD. Canadian clients pay the same number in CAD.

FAQ

Pricing questions, answered.

Why is the price so low?

We use automation to reduce repetitive data entry and administration. That keeps manual work down, so we can offer flat fees instead of hourly billing. The work and price are agreed before we start.

Do I need QuickBooks, Xero, or any accounting software?

No. You don't need to buy, learn, or maintain any accounting software. Connect your bank and credit card accounts once, and your bookkeeper handles the rest. You get simple monthly statements by email.

What's included in bookkeeping for $20 a month?

A dedicated bookkeeper categorizes and reconciles every transaction each month, produces your income statement and balance sheet, and prepares a tax-ready financial package at year end. Unlimited bank and card accounts, monthly reconciliation and monthly statements. Basic inventory tracking for online stores, such as Shopify, is included. Full cost-of-goods reconciliation is quoted separately. Payroll processing and sales-tax filing aren’t included in bookkeeping. There are no hourly charges and no per-account fees.

Do you file my taxes too?

Yes. Our team prepares and files your return. It’s a flat $399 a year for new and returning clients. If we also do your bookkeeping, your books are already tax-ready when filing season starts.

What does the $399 cover?

Everything tax for the year. All the federal and state or provincial business returns you need for the tax year: Schedule C, 1065, 1120-S, 1120 and their state returns in the US; T2, or T1 with T2125, in Canada. Multi-state returns are included at the same price. The owner’s personal return (1040 or T1) is included when it’s needed for the business income. Quebec returns (CO-17, TP-1 and TP-80) are included. Our Quebec pages are in French, and our team works with you in English. Extensions (Form 7004 or 4868) and quarterly estimate reminders are included. 1099-NEC, T4/T4A and T5018 slips are included in the tax price. City and local business tax returns, and state excise returns such as Washington B&O, are included in the yearly price. State franchise tax reports, such as the Texas franchise tax report, are included. We work out your quarterly estimated tax payments in the US, or your CRA instalments in Canada, and tell you what to pay and when. Each unfiled prior-year return is $399 per tax year, the same flat price.

Do Canadian clients pay in CAD?

US clients pay in USD. Canadian clients pay the same number in CAD.

What if I'm behind on my books?

We'll catch you up. Tell us how far behind you are, and we'll quote one flat price to clean up and reconcile every month you've missed. Once you're current, you can roll straight into monthly bookkeeping. Each unfiled prior-year return is $399 per tax year, the same flat price.

How soon can you start if I'm switching from another service?

Switching from Bench or another service? We start within a week of getting your documents.

Is my financial data secure?

Yes. Bank connections are read-only and encrypted, so no one can move money from your accounts. Your data is never sold or shared.

How long does it take to get started?

Fill in the short signup form. We’ll email you the next steps within one business day. After you sign up we’ll send you a secure upload link for your documents. A call is optional.

Ready to get started?

Choose $399 tax filing, $20 monthly bookkeeping, or both. Leave your details and we'll email you the next steps.