Solutions Built for Small Business

Two simple, affordable packages for businesses under $1M in revenue. Both include QuickBooks Online as your foundation. Get bookkeeping, tax planning, and financial clarity—without the big company price tag.

Bookkeeping Service

We handle your books—you focus on business

$299/mo

Monthly close & reporting

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QuickBooks Online — Included as your foundation
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Monthly Bookkeeping — Full transaction review
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Bank Reconciliation — Every account
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Monthly Reports — Always current (P&L, Balance Sheet)
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Tax-Ready Books — Organized for annual tax prep
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Growth Package

Complete financial partnership for serious growth

$399/mo

Bookkeeping + Tax Planning + Tax Prep

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QuickBooks Online — Included as your foundation
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All Bookkeeping Services — Complete monthly close
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Annual Tax Prep — Business + personal return
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Custom Tax Planning — Industry-specific strategies
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Tax Planning Document — Personalized for your business
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Tax Planning Document Example

With the Growth Package, you get a custom tax planning document tailored to your industry and business. Here's what a HVAC contractor receives:

HVAC Contractor Tax Planning 2026
Growth Package Client | Prepared January 15, 2026 | Confidential

📊 Your Tax Snapshot

Based on your 2025 business performance and current 2026 projections:

Q1 Estimate
$3,250
Q2 Estimate
$4,100
Q3 Estimate
$5,200
Q4 Estimate
$3,800

⚙️ HVAC-Specific Deductions We're Tracking

Vehicle Deduction (2 service trucks)
Section 179 or depreciation on commercial HVAC vehicles
$12,400/yr
Tools & Equipment (under $2,500 each)
Gauges, manifolds, compressor rental, diagnostic equipment
$5,800/yr
Continuing Education & Licensing
EPA certification, manufacturer training, state licensing
$1,200/yr
Vehicle Fuel & Maintenance
Fuel, oil changes, repairs - tracked monthly
$8,600/yr
Home Office Deduction
Desk space for estimates, invoicing, scheduling (if applicable)
$2,400/yr

💰 Tax Savings Opportunities

Opportunity 1: Bonus Depreciation
You purchased a new work truck in August. Under Section 179 / Bonus Depreciation, you can expense up to 100% of the truck cost immediately instead of depreciating it over 5 years. This saves approximately $2,800 in federal tax in 2026. We'll include this in your return.
Opportunity 2: Quarterly Payments
You're currently underpaying estimated taxes in Q1 & Q2. By increasing your quarterly payments to match our projections above, you'll avoid IRS penalties ($400-800) and spread tax liability evenly through the year. This also improves cash flow planning.
Opportunity 3: S-Corporation Election
At your profit level (~$95K), an S-Corporation election could save $3,200-4,500 annually in self-employment tax. We'll model this separately and advise by April if it makes sense for your 2026 year.

📅 Action Items For You

  • Make Q2 estimated tax payment by June 17 (amount: $4,100 above)
  • Keep all equipment receipts and mileage logs through December
  • Save receipts for continuing education (EPA, training, licensing)
  • Track fuel & maintenance expenses weekly (we review monthly)

📞 Next Steps

This plan is custom to your business and industry. We'll review it together on a call to answer questions about:

  • Why we're recommending specific deductions
  • How the S-Corp election works and whether it fits you
  • Quarterly tax payment schedule and due dates
  • How we'll track everything throughout the year

Ready to Get Organized?

Both packages include QuickBooks Online and unlimited support. Pick the level of service that fits your business stage.

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