Pricing you can plan around
Retainers and per-return fees, agreed in writing before any work begins.
Monthly reconciliation, financial statements, accounts payable and receivable, kept current in QuickBooks Online or Xero.
Federal, Ohio and city returns for businesses and owners, quarterly estimates, and a written plan updated through the year.
Pay runs, federal and state filings, W-2s and 1099s for teams up to 25 people, with direct deposit and new-hire reporting.
Cash-flow forecasting, entity structure, owner compensation, and quarterly reviews with a named CPA.
Bookkeeping, payroll, tax and advisory bundled on one predictable monthly fee for growing businesses.
The deadlines we track for clients
Every retainer includes calendar tracking for the dates below.
Q4 estimated tax payment due for the prior year.
W-2s and 1099s issued to staff and contractors.
S-corp and partnership returns due (Form 1120-S and 1065).
Personal and C-corp returns due, plus the Q1 estimate.
Extended business and personal returns due.
How an engagement works
Every engagement starts with a review of your last two years of returns and your current books. That review usually surfaces missed deductions and credits before we file a single new form.
- Free 30-minute consult and a written scope
- Fixed monthly or per-return fee, agreed up front
- A named CPA and a set monthly close date
- Federal, Ohio and Columbus city filings handled together
Not sure which retainer fits?
Book a 30-minute consult and we will scope the right services for your situation.
Book a consult