Essentials
Fixed monthly fee
- Monthly bookkeeping and reconciliation
- Annual business and individual tax returns
- Quarterly estimated tax guidance
- Responses within 12–24 hours
Services & Pricing
Comprehensive accounting and tax services.
Engage us for a single service or a complete financial solution. Each engagement is tailored to your industry, size and objectives, priced as a fixed fee, and delivered on modern cloud platforms.
01
Tax Planning & Advisory
Ideal forIndividuals and businesses seeking to reduce their tax liability
Effective tax planning is a year-round discipline. We identify every legal opportunity available to you and apply it deliberately.
- Legally reduce your tax burdenIdentify deductions, credits, retirement strategies and timing opportunities you may be missing.
- Choose the right business structureWe compare how a sole proprietorship, LLC, S-Corp or C-Corp would affect your taxes, liability and growth.
- Quarterly estimated taxesKnow what to set aside and when, avoiding surprises at filing time.
- Year-end planningAct on tax-saving opportunities before December 31, while they still apply.
02
Tax Preparation & Filing
Ideal forBusiness owners, self-employed professionals and their families
Accurate, timely returns, prepared carefully and reviewed before filing.
- Business returnsSole proprietorships, partnerships, LLCs, S-Corps and C-Corps.
- Individual returnsIncluding owners with self-employment, rental or investment income.
- Extensions and amended returnsFile late returns, correct prior filings and restore compliance.
- Tax notice supportWe help you understand and respond to letters from tax agencies.
03
Bookkeeping
Ideal forBusinesses that need accurate, up-to-date records
Accurate, reconciled records every month: the foundation of sound financial decisions.
- Monthly reconciliationBank, credit card and loan accounts matched and categorized correctly.
- Catch-up and clean-upWe bring past-due records current and keep them accurate going forward.
- Accounts payable and receivableKnow who you owe and who owes you.
- Software setupWe configure or reorganize your accounting software so it supports your business.
04
Payroll
Ideal forBusinesses with their first hire up to teams of dozens
Accurate, on-time payroll, with all related tax obligations managed for you.
- Payroll processingRegular pay runs, direct deposit and pay stubs.
- Payroll tax filingsWithholding, deposits and quarterly and annual filings.
- Year-end formsW-2s and 1099s prepared and filed.
- New hire setupOnboarding paperwork and contractor vs. employee guidance.
05
Financial Statements
Ideal forOwners who want a clear view of business performance
Clear, accurate reports, explained in plain language so they inform your decisions.
- Profit & Loss statementUnderstand whether you are profitable, and why.
- Balance sheetWhat you own, what you owe and what your business is worth.
- Cash flow statementWhere your money really goes, month by month.
- Lender- and investor-ready reportsClean financials for loans, leases and funding conversations.
06
Business Advisory & Forecasting
Ideal forGrowing businesses and leadership teams making big decisions
Strategy that connects your numbers to your next move.
- Budgets and forecastsPlan revenue, expenses and cash months ahead.
- Growth planningModel the impact of hiring, expanding or opening a new location.
- KPI reviewsTrack the few numbers that tell you how your business is really doing.
- Scaling supportFrom sole proprietor to LLC, and from a few employees to dozens, your services grow with you.
Pricing
Transparent, fixed-fee pricing.
Every engagement is quoted as a fixed fee after your complimentary consultation, so you know the full cost before any work begins. No hourly billing and no surprise invoices.
Growth
Fixed monthly fee
- Everything in Essentials
- Payroll processing and filings
- Monthly financial statements
- Quarterly tax planning reviews
Enterprise
Custom engagement
- Multi-entity accounting and reporting
- Budgeting, forecasting and advisory
- Lender- and investor-ready financials
- A dedicated advisor
One-time projects, such as a single tax return, bookkeeping clean-up or entity setup, are quoted as a flat fee.
Fair cancellation policy
Stay because you want to, not because you have to.
We believe clients should remain with us because of the value we provide. Our cancellation terms are simple and fair.
- No long-term contractsMonthly services continue month to month.
- 30 days' written noticeCancel at any time by email or letter, with no cancellation or exit fees.
- Pay only for completed workYou are billed only for services performed through your cancellation date.
- Your records, returned promptlyWe provide copies of your files and documents and support a smooth transition.
Outsourced vs. in-house
A full accounting team, without the full-time payroll.
Building your own accounting department means salaries, benefits, software and training. Outsourcing often gives you more expertise for less.
| In-house department | MS Accounting | |
|---|---|---|
| Cost | Salaries, benefits, payroll taxes, software and office space | One predictable fee for the services you need |
| Expertise | Limited to what one or two people know | Tax, bookkeeping, payroll and advisory knowledge working together |
| Coverage | Vacations, sick days and turnover leave gaps | Consistent support, all year |
| Staying current | You pay for ongoing training on changing tax rules | Keeping up with tax changes is our job |
| Scalability | Hire more people as you grow | Add services as you need them |
Let's talk
Not sure which services you need?
Your complimentary consultation will answer that. We will recommend only the services your business requires and provide a fixed-fee quote.