Taxes don’t have to be stressful—let us handle the details so you can focus on what matters most.

S-Corp Retainer Packages

🧾S-Corp Setup

$900One-time
  • ✔ LLC formation (including $50 toward state fees)
  • ✔ 1 year of registered agent support
  • ✔ S-Corp Election
  • ✔ EIN application
  • ✔ 30–60 min education session: payroll, owner compensation, ongoing compliance
  • ✔ Printable compliance checklist for new S corps
  • Best for: solo professionals with over $60,000 annual income

📦 Lite

$200month
  • ✔ Preparation & filing of Form 1120-S (S corp return) review
  • ✔ Reasonable compensation review
  • ✔ Setup support for payroll (e.g. Gusto or QBO Payroll)
  • ✔ Annual compliance calendar (with reminders)
  • ✔ Quarterly meeting and book review (2 hours)
  • ✔ Yearly book cleanup of 1 hour included (additional hours for $125/hr)
  • Best for: those who prefer a DIY approach but want expert guidance on the key steps

💼 Pro

$400month
  • ✔ Everything in Essentials, plus:
  • ✔ Payroll service (ongoing support, quarterly filings)
  • ✔ Basic bookkeeping (up to 50 transactions/month)
  • ✔ Quarterly tax planning sessions
  • ✔ Quarterly tax estimate calculations with reminders
  • ✔ Subscription to Quickbooks Online (Payroll Core & Simple Solution)
  • Best for: busy professionals who want the benefits of an S-Corp without the DIY hassle

📊 Optional Bookkeeping Service

Under 50 transactions/month – $150/month
Over 50 transactions/month – $300+/month

Includes:

  • Monthly categorization & reconciliations

  • Chart of accounts tailored for S corps

  • Monthly financial reports (P&L, balance sheet)

Clean up and Consulting fees – $125/hr
(for disorganized records or consulting)

Get a personal consultation.