- Monthly Bookkeeping
- 1 Bank Account + 1 Credit Card
- 1 Revenue Stream
- Categorization & Reconciliation
- Monthly P&L + Balance Sheet
- Year-end tax package
- E-Mail Support
Reliable Monthly Bookkeeping and IRS Monitoring
Organized Books. Clear IRS Visibility. One Place.
Monthly Bookkeeping Plans
Essentials
$350
month
Plus
$750
month
Everything in Essentials +
Popular
- 2 bank accounts + 2 credit cards
- Up to 3 revenue streams
- TM+ Transcript Monitoring
- 8821/2848 on file
- Priority support
- Custom chart of accounts
- Pre-booked monthly work block
- Early report delivery (by 10th business day)
Premium
$1200
month
Everything in Plus +
- 4+ accounts
- Unlimited revenue streams (custom tracking)
- Priority categorization + cleanup
- Custom reporting
- Scheduled strategy calls
- 1099 vendor summary
- Sales tax filings (up to 3 states)
- Priority TM+ Monitoring
- 2 IRS calls per year
TM+ IRS Monitoring Plans
TM+ Basic
$75
Month
- Weekly Transcript Checks
- Email alerts for updates
- Up to 8 hours/year of IRS communication
- 1 annual transcript package
- 10% discount on future resolution work
TM+ Standard
$150
Month
Popular
- Daily transcript monitoring
- Email + text alerts
- Up to 15 hours/year of IRS communication
- 2 transcript packages/year
- 8821/2848 on file
- 15% discount on future resolution work
TM+ Premium
$300
Month
- Daily monitoring + priority alerts
- Email, text, and phone notifications
- Up to 20 hours/year IRS/state communication
- Annual compliance report
- 20% discount on future resolution work
- Priority access to your EA
A Side-by-Side Look at Our Bookkeeping Support Levels
Essentials
Plus
Premium
Core Bookkeeping
Monthly
Bookkeeping
Bookkeeping
Payment
reminder
reminder
Basic
Basic
Basic
Monthly
Categorization
Categorization
Priority
Priorty + Cleanup
Transaction
Volume
Volume
Low
Moderate
High
Bank
Reconciliation
Reconciliation
Basic
Detailed
Advanced (multi-account)
Accounts and Activity
Account LImits
1 bank + 1 credit card account
2 bank + 2 credit card accounts
4+ accounts (custom as needed)
Order to
revenue
revenue
Up to 2 income sources
Up to 4 income sources
Custom (as many as needed)
Reporting
Monthly Financial Reports
P&L + Balance Sheet
Enhanced monthly reports
Custom reporting packages
Year-End Package
Tax-ready
Tax-ready
Tax-ready with adjustments
1099 Vendor Summary
Included
Included
Included
Quarterly Reviews
In-depth review
Compliance & Monitoring
Payroll Journal Entries
Included
Included
Sales Tax Filing
Up to 1 state
Up to 3 states
TM+ IRS Monitoring (Transcript Monitoring)
2848 / 8821 on File to Receive IRS Notices
IRS Calls Included
Up to 3 states
Support Level
Communication
Email support
Email + scheduled calls
Priority support + scheduled strategy calls
Client Portal
Basic
Standard
Premium
Add-Ons
Add-On Availability
Limited
Multiple add-ons
Full add-on suite
Best Fit
Ideal For
Startups · Sole props · Low activity
Growing businesses · Multi-account
High-volume · Multi-entity · Complex books
FAQ
Frequently asked questions
What happens during the free evaluation?
We review your situation, pull your transcripts (with permission), and walk you through your options — in plain English, with no pressure.
Do you guarantee results?
No one can. But we guarantee honesty, transparency, and guidance based on your real financial picture.
Will I have to speak with the IRS?
Not if you don’t want to. Once you authorize us, we can communicate with the IRS on your behalf.
How long will my case take?
It depends on your situation. Simple cases resolve quickly, while more complex resolutions take more time. We’ll give you realistic timelines up front.
Do I qualify for an Offer in Compromise (OIC)?
It depends on your income, expenses, assets, and IRS requirements. We run a full analysis before recommending anything.
Can you help me set up a payment plan?
Yes. We help you understand your payment plan options and find one that fits your budget.
What is Currently Not Collectible (CNC)?
It’s a temporary status for people who cannot afford payments. If you qualify, collections may pause.
Can penalties be reduced or removed?
Sometimes. The IRS allows penalty relief in specific situations. We help determine whether you’re eligible.
I haven’t filed in years — can you help?
Absolutely. This software is designed to grow with your business. You can easily upgrade your plan as your needs change at your own observation.
What if I lost my documents?
We can pull IRS transcripts and recreate missing forms like W-2s and 1099s.
Will the IRS penalize me for filing late?
Potentially, but getting compliant is always better than waiting. Filing helps stop certain penalties from growing
How many years do I need to file?
The IRS typically requires six years, but every situation is different. We’ll guide you based on your transcripts.
Do you help with business tax debt?
Yes. We support LLCs, S-corps, contractors, and small businesses with tax balances or compliance issues.
Can you help clean up messy or incomplete books?
Absolutely. We help businesses recreate financial records and organize past-year bookkeeping..
What if I have 1099 or contractor tax issues?
We assist with reconstructing income, missing forms, and compliance cleanup.
Do you help with Trust Fund Recovery Penalties?
Yes — we can review your situation and guide you through the process.
I received a letter from the IRS. What should I do?
Send it to us. We’ll explain what it means and outline your next steps
Can you help with an audit?
Yes. We provide audit support for both IRS and state cases.
What if a Revenue Officer contacted me?
We can help communicate with the Revenue Officer and work through the situation professionally.
Do you handle state notices too?
Yes — we support all 50 states
What is TM+?
TM+ is our annual tax monitoring program that keeps an eye on your IRS account year-round.
Why would I need monitoring?
Many tax issues begin quietly. Monitoring helps catch problems early before they become stressful.
Does TM+ replace bookkeeping?
No.. but it works with bookkeeping and clean filings to help keep you compliant long-term.
Do I get notified if something changes?
Yes. We alert you of activity on your IRS account and explain what it means.
Have questions or need guidance? Send us a message and our team will reach out with next steps...
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