Most businesses hand their bookkeeping to one person, their taxes to another, and get advice from no one. Nothing talks to each other. We run all three as a single system, so the numbers are clean, the return is defensible, and the strategy is built on something real.
Every engagement is built on the same foundation and scales in depth from there.
Clean, current, reconciled books every month. This is non-negotiable, because tax work and strategy built on bad numbers are worth nothing.
Your business and personal returns prepared together, plus proactive planning so the bill is decided during the year, not discovered in April.
Reporting that explains what is actually happening in the business, and a partner who tells you what to do about it.
We do not offer tax-only or advisory-only engagements. Strategy and returns are only as honest as the books underneath them, so we own that layer for every client. It is the one thing we will not compromise on.
Built for established businesses ($250k+ in revenue). Every plan includes monthly books, your returns, and tax strategy. The depth scales with you. Prices are monthly floors on an annual agreement.
| Detail | Spark | Spectrum | Ultraviolet |
|---|---|---|---|
| Monthly price (floor) | $400 | $850 | $2,500 |
| Ideal client | Solopreneur / freelancer | LLC / S-Corp / C-Corp / partnership | Growth-driven business |
| Bookkeeping volume | Up to 500 / mo | Up to 1,000 / mo | Unlimited |
| Personal + business returns | Included | Included | Included |
| States included | 1 | 1 | 1 |
| Quarterly estimates | Add-on | Included | Included |
| Tax planning | 1 session / yr | 2 meetings / yr | Year-round, proactive |
| Monthly reporting | P&L + BS + notes | + cash-flow health | Full CFO suite |
| KPI dashboard | No | No | Yes |
| 13-week cash forecast | No | No | Yes |
| Support response | 3 business days | 2 business days | 1 business day |
Software (Digits or QuickBooks Online) is billed to you directly by the provider and is not included in the monthly fee.
Your plan covers the work below. Anything outside it is quoted up front or billed hourly, so you are never surprised by an invoice.
Before any engagement, we run your last two years of returns and your books under the blacklight, surfacing disconnects, errors, underreported income, and missed opportunities. You leave with an audit-risk score and a clear picture of where you stand. The fee credits toward your plan if you move forward.
Start with The Blacklight ReviewIf you are an established business that wants clean books, lower risk, and a partner who actually explains the numbers, let us find out if we are a fit.
See if we’re a fit