Available Online

2026 Annual Bookkeeping&Tax Preparation

No payment required to book consultation. Must start by February 1st

1 h

2,475 US dollars

Phone Call

Service Description

Our Annual Bookkeeping & Tax Preparation Package is designed for business owners who want consistent, accurate financial records year-round while saving 25% by paying in full. This comprehensive package includes ongoing monthly bookkeeping services and tax preparation for the following tax season, giving you peace of mind knowing your books and taxes are handled together—no scrambling at year-end. What’s Included Monthly transaction categorization and review Bank and credit card reconciliations Monthly Profit & Loss and Balance Sheet reports Ongoing bookkeeping cleanup and adjustments as needed Year-end financial review and tax readiness check Business and/or individual tax preparation for the following tax season* Email support for bookkeeping-related questions Annual Pay-In-Full Savings Clients who choose to pay in full for the year receive a 25% discount off the standard monthly rate. This option is ideal for business owners who value simplicity, consistency, and long-term savings. Who This Is Best For Small business owners seeking ongoing bookkeeping support Businesses preparing for tax filing without last-minute stress Owners who want predictable pricing and bundled services Clients who prefer one annual payment instead of monthly billing Important Notes Tax preparation applies to the tax year following the active bookkeeping year. Services are based on information provided by the client and subject to review scope. Additional services such as prior-year cleanup, payroll corrections, or IRS notices are billed separately. Spots are limited to 𝐨𝐧𝐥𝐲 𝟓 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 and this offer 𝐞𝐧𝐝𝐬 January 31, 2026.

Cancellation Policy

Please note that once you have booked an appointment with us, it means that we have reserved time in our schedule exclusively for you. If you cancel your appointment less than 24 hours before it is scheduled to take place, you are subject to a rebooking fee of $99. (The cost of 1 hr paid consultation) To avoid a cancellation fee, please provide cancellation notice at least 24 hours prior to your appointment. All consultations that are FREE are via phone call/virtual meeting. You will receive a phone call at the exact time of your appointment (CST) from 615-236-1981.