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Bundled Services

Where Clarity, Planning, and Execution Come Together

Our Bundled Services are designed for individuals and business owners who want their bookkeeping and tax services working together—not in silos.

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By combining financial reporting with tax preparation and planning, these packages create better visibility, fewer surprises, and more confident decision-making throughout the year.

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For many clients, bundled services represent the best overall value and the most seamless experience.

Basic — Compliance Foundation

Ideal for


Business owners who want accurate quarterly financials paired with professionally prepared business and individual tax returns.

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What’s Included

  • Federal and Oklahoma individual tax returns

  • Federal and Oklahoma business tax returns

  • K-1 preparation

  • Quarterly profit & loss statement (quarter and year-to-date)

  • Quarterly balance sheet

  • Personalized organizer & secure portal access

  • Email support limited to tax return clarification

  • Filing and confirmation

 

What’s Not Included

  • Tax planning or strategy discussions

  • Mid-year consultations

  • Notice responses beyond filing support

  • Cash flow statements

 

Turnaround

  • Tax returns: Typically 2–4 weeks after all information is received

  • Financial statements: Within 30 days after the close of each quarter

 

Typical Monthly Investment Range
$600 – $700

Plus — Visibility & Priority

Ideal for


Business owners who want monthly financial visibility, faster tax turnaround, and limited guidance on reducing taxable income.

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What’s Included

  • Everything in Basic, plus:

  • Monthly profit & loss statement (month and year-to-date)

  • Monthly balance sheet

  • Priority tax preparation over Basic

  • IRS & Oklahoma Tax Commission notice assistance (up to $5,000)

  • One amended tax return (if needed)

  • 30-minute consultation to discuss tactical options to reduce taxable income

 

What’s Not Included

  • Ongoing tax planning throughout the year

  • Scenario modeling or forecasting

  • Cash flow statements

 

Turnaround

  • Tax returns: Typically 2–3 weeks after all information is received

  • Financial statements: Within 20 days after the close of each month

 

Typical Monthly Investment Range
$800 – $950

Advance — Proactive Planning & Certainty

Ideal for


Business owners who want to anticipate tax outcomes, not react to them—and who value understanding their numbers throughout the year.

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This tier is designed for clients who prefer planning ahead, integrating financial insight with tax strategy, and making informed decisions with confidence.

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What’s Included

  • Everything in Plus, plus:

  • Quarterly financial statement review

  • Year-round email support for tax-related questions

  • IRS & Oklahoma Tax Commission notice assistance (up to $10,000)

  • One amended tax return (if needed)

  • IRS compliance report

  • IRS transcript review

  • Annual tax planning session (1 hour)

  • Single-member payroll processing

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What’s Not Included

  • Cash flow forecasting

  • Coordination with attorneys or outside advisors

  • Payroll agency setup

 

Turnaround

  • Tax returns: Typically 1–2 weeks after all information is received (priority)

  • Financial statements: Within 15 days after the close of each month

 

Typical Monthly Investment Range
$1,150 – $1,350

Important Note on Pricing

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Bundled services are scoped intentionally to ensure accuracy, responsiveness, and meaningful advisory involvement.

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Pricing reflects:

  • Complexity of business operations and ownership structure

  • Transaction volume and reporting frequency

  • Level of proactive planning and advisory support

  • Number of returns, filings, and schedules required

 

Final pricing is confirmed after a brief review to ensure the service level aligns with your needs.

 

Looking for a Fully Managed, Year-Round Experience?

 

For individuals seeking the highest level of certainty, planning, and hands-on advisory support, we offer a Concierge Premium Individual Tax Experience.

 

This white-glove service is designed for clients who want minimal personal involvement and maximum clarity.

→ Learn more about the Concierge Package

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Ready to Get Started?

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If you’re looking for a seamless bookkeeping and tax experience—with fewer surprises and better insight—we invite you to start the conversation.

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Request a consultation to determine the best fit.

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