Tax & Bookkeeping Packages
All-in-one business solutions. Plans include tax and bookkeeping services.
Learn more about our packages here.
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
Eco-Essentials
$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 Personal or Business Income Tax Filing
Eco-Plus
$349
a month or $314 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, Sales Tax
Controller/ Virtual CFO
View all features and compare plans
Tax Planning Bundle
starting at $99 a month
Tax Planning & Preparation Bundles
starting at $129 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
real-time data
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
real-time data
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
$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
real-time data
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
$349/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
real-time data
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
real-time data
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