Choose Your Plan
At Tax Square, our pricing plans are built to fit the needs of every business owner, from simple bookkeeping support to full tax planning and compliance. Each plan is structured to save you time, minimize stress, and keep your business financially healthy.
For most small businesses, our Recommended Plan delivers the greatest value. It combines proactive tax planning with monthly bookkeeping, reimbursements, and tax compliance, giving you year-round clarity and maximum tax savings.
| PLANS | |||||
|---|---|---|---|---|---|
| Plans | Bookkeeping $450-$750/month |
Personal Tax Preparation $600-$1000 |
Business Tax Preparation $750-$1250 |
Small Business (Recommended) $599-$799/month |
Small Business (Compliance) $400-$500/month |
| Monthly Bookkeeping | ✓ | ✗ | ✗ | ✓ | ✗ |
| Quarterly Bookkeeping | ✗ | ✗ | ✗ | ✓ | ✓ |
| Initial Tax Assessment | ✗ | ✗ | ✗ | ✓ | ✗ |
| Monthly Pro-Active Tax Planning | ✗ | ✗ | ✗ | ✓ | ✗ |
| Individual Tax Preparation | ✗ | ✓ | ✗ | ✓ | ✗ |
| Business Tax Preparation | ✗ | ✗ | ✓ | ✓ | ✓ |
| Quarterly Tax Assessment | ✗ | ✗ | ✗ | ✓ | ✗ |
| IRS Tax Resolution | ✗ | ✗ | ✗ | ✓ | ✗ |
| Payroll & Sales Tax Support | ✗ | ✗ | ✗ | ✓ | ✗ |
Note: Pricing is based on the needs of an average tax and bookkeeping client. Your final quote may differ depending on the complexity and size of your case.
SMALL BUSINESS (RECOMMENDED) PLAN
How it works: Step-by-Step Process
Discovery and Analysis
We start by reviewing your industry, business model, and financial landscape using the basic info you provide. This helps us identify real opportunities for tax savings and growth. We only move forward if we know we can truly add value to your business and your life.
Initial Tax Planning Assessment
We begin with realistic tax planning - An upfront 1-1 assessment followed by ongoing monthly implementation. We assess your business and personal situation to create a tailored tax plan. This may require payroll adjustments, a change in entity filing type, etc. We stay hands-on so you see real savings.
Monthly Accounting and Tax Plan implementation
Each month, we handle your bookkeeping with precision: categorizing transactions, reconciling accounts, and providing clear financial statements. Alongside this, we implement your customized tax plan, maximizing every legal deduction available. This ongoing process keeps your books clean, your taxes optimized, and your business positioned for growth.
Business and Personal Tax Preparation
We prepare both your business and personal tax returns with accuracy and care. This is where you see the real results, exactly how much we’ve saved you in taxes. We make sure you get every eligible deduction and credit, so nothing is left on the table.
Added Benefits
Accounting & Tax Questions
Get answers to your tax and accounting questions anytime, with no extra fees.
IRS Tax Notices
If you receive an IRS notice on a return we prepared, we’ll handle it for you.
Quarterly Tax Assessment
Stay compliant and avoid surprises with proactive quarterly tax assessments.
Payroll & Sales Tax Support
We help set you up correctly and keep you on track with payroll and sales tax obligations.
Request For an Appointment
