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Tax & Bookkeeping Bundles

All-in-one business solutions. Plans below include tax and bookkeeping services.

Eco Start-up
$199
a month or $179 billed annually
Includes the following features:
 
Dedicated CPA or EA
Quickbooks Certified ProAdvisor
 
Monthly Bookkeeping
30% off QuickBooks Online Accounting Software for life
Year-Round Tax Consulting
Business Advisory
 
 
 
 
Eco-Essentials
$249
a month or $224 billed annually
Includes the following features:
 
Dedicated CPA or EA
Quickbooks Certified ProAdvisor
Monthly Bookkeeping
30% off QuickBooks Online Accounting Software for life
Year-Round Tax Consulting
Business Advisory
1 Federal and 1 State Personal or Business Income Tax Filing
 
 
 
 
Eco-Plus
$299
a month or $269 billed annually
Includes the following features:
 
Dedicated CPA or EA
Quickbooks Certified ProAdvisor
 
Monthly Bookkeeping
30% off QuickBooks Online Accounting Software for life
Year-Round Tax Consulting
Business Advisory
1 Federal and 1 State Business Income Tax Filing
1 Federal and 1 State Personal Income Tax Filing
 
 
Eco-Elite
Custom
Includes the following features:
 
Dedicated CPA or EA
Quickbooks Certified ProAdvisor
Monthly Bookkeeping
30% off QuickBooks Online Accounting Software for life
Year-Round Tax Consulting
Business Advisory
1 Federal and 1 State Business Income Tax Filing
1 Federal and 1 State Personal Income Tax Filing
Payroll Management
Billpay (Automate AR/AP)
Sales Tax
View all features and compare plans

Tax Planning Bundle

starting at $79 a month

Tax Planning & Preparation Bundles

starting at $99 a month

Compare Our Tax-Bookkeeping Plans

 

  
 
SUPPORT & COMMUNICATION
year-round notifications & updates
unlimited email support
dedicated account manager
dedicated certified QuickBooks proadvisor
dedicated tax accountant
SECURE PORTAL
bank grade security
secure file exchange
online document storage
custom file organization
access files anytime
BOOKKEEPING
30% off QuickBooks Online Software
dext mobile app
monthly bookkeeping
transaction categorization
financial accounts reconciliation
expense management
mileage tracker
monthly financial reports
monthly reviews with bookkeeper
TAX PLANNING
unlimited consultations with CPA/EA
review of prior returns
strategic tax planning and compliance
tax & budget projections
year-end books review
year-end tax planning
BUSINESS ADVISORY
entity structuring
business strategy consulting
business start-up planning
financial planning consultation
assist with lenders & other services
TAX PREPARATION
franchise tax forms
entity tax election classification
quarterly tax estimates
audit and notice support
federal & state business income tax filing
Federal & state personal income tax filing
PAYROLL
dedicated payroll specialist
state payroll tax registration
tax payments and filings
employee direct pay or check
employee access paystubs 24/7
BILL PAY
automated accounts payable
automated accounts recievable
automatic notifications
sync with accounting software
unlimited document storage
SALES TAX
nexus review
state sales tax registration
state sales tax return filing
sales tax payments
notice management

Eco Start-up

Starting at
$199
/month
SUPPORT & COMMUNICATION
year-round notifications & updates
unlimited email support
dedicated account manager
dedicated certified QuickBooks proadvisor
dedicated tax accountant
SECURE PORTAL
bank grade security
secure file exchange
online document storage
custom file organization
access files anytime
BOOKKEEPING
30% off QuickBooks Online Software
dext mobile app
monthly bookkeeping
transaction categorization
financial accounts reconciliation
expense management
mileage tracker
monthly financial reports
monthly reviews with bookkeeper
TAX PLANNING
unlimited consultations with CPA/EA
review of prior returns
strategic tax planning and compliance
tax & budget projections
year-end books review
year-end tax planning
BUSINESS ADVISORY
entity structuring
business strategy consulting
business start-up planning
financial planning consultation
assist with lenders & other services
TAX PREPARATION
franchise tax forms
entity tax election classification
quarterly tax estimates
audit and notice support
federal & state business income tax filing
Federal & state personal income tax filing
PAYROLL
dedicated payroll specialist
state payroll tax registration
tax payments and filings
employee direct pay or check
employee access paystubs 24/7
BILL PAY
automated accounts payable
automated accounts recievable
automatic notifications
sync with accounting software
unlimited document storage
SALES TAX
nexus review
state sales tax registration
state sales tax return filing
sales tax payments
notice management

Eco-Essentials

Starting at
$249
/month
SUPPORT & COMMUNICATION
year-round notifications & updates
unlimited email support
dedicated account manager
dedicated certified QuickBooks proadvisor
dedicated tax accountant
SECURE PORTAL
bank grade security
secure file exchange
online document storage
custom file organization
access files anytime
BOOKKEEPING
30% off QuickBooks Online Software
dext mobile app
monthly bookkeeping
transaction categorization
financial accounts reconciliation
expense management
mileage tracker
monthly financial reports
monthly reviews with bookkeeper
TAX PLANNING
unlimited consultations with CPA/EA
review of prior returns
strategic tax planning and compliance
tax & budget projections
year-end books review
year-end tax planning
BUSINESS ADVISORY
entity structuring
business strategy consulting
business start-up planning
financial planning consultation
assist with lenders & other services
TAX PREPARATION
franchise tax forms
entity tax election classification
quarterly tax estimates
audit and notice support
federal & state business income tax filing
Federal & state personal income tax filing : included if 1065, 1120S, or 1120 is not required
PAYROLL
dedicated payroll specialist
state payroll tax registration
tax payments and filings
employee direct pay or check
employee access paystubs 24/7
BILL PAY
automated accounts payable
automated accounts recievable
automatic notifications
sync with accounting software
unlimited document storage
SALES TAX
nexus review
state sales tax registration
state sales tax return filing
sales tax payments
notice management

Eco-Plus

Starting at
$299
/month
SUPPORT & COMMUNICATION
year-round notifications & updates
unlimited email support
dedicated account manager
dedicated certified QuickBooks proadvisor
dedicated tax accountant
SECURE PORTAL
bank grade security
secure file exchange
online document storage
custom file organization
access files anytime
BOOKKEEPING
30% off QuickBooks Online Software
dext mobile app
monthly bookkeeping
transaction categorization
financial accounts reconciliation
expense management
mileage tracker
monthly financial reports
monthly reviews with bookkeeper
TAX PLANNING
unlimited consultations with CPA/EA
review of prior returns
strategic tax planning and compliance
tax & budget projections
year-end books review
year-end tax planning
BUSINESS ADVISORY
entity structuring
business strategy consulting
business start-up planning
financial planning consultation
assist with lenders & other services
TAX PREPARATION
franchise tax forms
entity tax election classification
quarterly tax estimates
audit and notice support
federal & state business income tax filing
Federal & state personal income tax filing
PAYROLL
dedicated payroll specialist
state payroll tax registration
tax payments and filings
employee direct pay or check
employee access paystubs 24/7
BILL PAY
automated accounts payable
automated accounts recievable
automatic notifications
sync with accounting software
unlimited document storage
SALES TAX
nexus review
state sales tax registration
state sales tax return filing
sales tax payments
notice management

Eco-Elite

Custom Partner Pricing Required
SUPPORT & COMMUNICATION
year-round notifications & updates
unlimited email support
dedicated account manager
dedicated certified QuickBooks proadvisor
dedicated tax accountant
SECURE PORTAL
bank grade security
secure file exchange
online document storage
custom file organization
access files anytime
BOOKKEEPING
30% off QuickBooks Online Software
dext mobile app
monthly bookkeeping
transaction categorization
financial accounts reconciliation
expense management
mileage tracker
monthly financial reports
monthly reviews with bookkeeper
TAX PLANNING
unlimited consultations with CPA/EA
review of prior returns
strategic tax planning and compliance
tax & budget projections
year-end books review
year-end tax planning
BUSINESS ADVISORY
entity structuring
business strategy consulting
business start-up planning
financial planning consultation
assist with lenders & other services
TAX PREPARATION
franchise tax forms
entity tax election classification
quarterly tax estimates
audit and notice support
federal & state business income tax filing
Federal & state personal income tax filing
PAYROLL
dedicated payroll specialist
state payroll tax registration
tax payments and filings
employee direct pay or check
employee access paystubs 24/7
BILL PAY
automated accounts payable
automated accounts recievable
automatic notifications
sync with accounting software
unlimited document storage
SALES TAX
nexus review
state sales tax registration
state sales tax return filing
sales tax payments
notice management
Why small business owners love working with Eco-Tax
  • We appreciate all the attention to detail, willingness to answer any questions, dedication to our business, their expertise and knowledge. They are a key part of our success.

    Claudia Fierro-Poppen, Owner - Ommie Snacks
  • Eco-Tax has been an excellent fit for my company. The online model and upfront pricing makes planning easy. I have nothing but the best to say about their service.  

    Matt, Owner - Winery
  • My business management has become infinitely less complicated, and I have more time to focus on my products and customers. Highly recommend the Eco-Tax team!

    Megan, Owner

    Join Now

    We'll be reaching out to you shortly! If you need to contact us for any reason, you can reach us at 1-866-968-4848 or send an email to myappointment@eco-tax.com