Monthly bookkeeping, payroll tax filings, and sales tax compliance — built for TaxOwl Advisors clients who want the full back-office handled by the same practice that prepares their tax returns. One engagement, one preparer, one consistent picture of your business across the year.
Most small business owners run two parallel relationships — a bookkeeper they barely talk to and a tax preparer they see once a year. The handoff is messy, the numbers don't tie out, and the tax preparer is reverse-engineering the books in March. TaxOwl Books eliminates that gap.
Routine compliance and clean books — handled monthly, ready for tax season without scrambling.
Bank and credit card reconciliation, transaction categorization, and clean books delivered each month in QuickBooks Online or Xero.
Quarterly Form 941, annual Form 940, state unemployment returns, W-2 and 1099 issuance. We handle the filings; you stay focused on the business.
Multi-state sales tax registration, monthly or quarterly returns, and nexus monitoring — for service businesses, e-commerce, and SaaS in any state with sales tax.
Monthly P&L, balance sheet, and cash-flow snapshot — formatted to actually be readable, with margin and trend annotations the standard QBO export doesn't surface.
Your TaxOwl Advisors return prep gets clean books, complete payroll, and reconciled accounts — no March scramble. Bundle pricing for clients on both Books + Advisors.
These ranges reflect where pricing is likely to land at launch. Founding clients on the early-interest list lock in launch-day rates.
Single-member LLC, freelancer, sole proprietor with no payroll. Schedule C-only books.
Launch range: $179–$249/mo
S-corp or LLC with payroll, up to 5 employees, single state. The most common fit.
Launch range: $399–$549/mo
Multi-entity, multi-state, 10+ employees, complex sales tax. Requires custom quote.
Launch range: $799–$1,499/mo
Existing TaxOwl Advisors clients receive bundle pricing on Books + Advisors. Final tiers, included transaction counts, and add-ons confirmed at launch.
What we will do: bookkeeping (data entry, reconciliation, monthly close), payroll tax filings, sales tax compliance, 1099 issuance, owner-facing financial reports, and clean handoff to your TaxOwl Advisors tax return. All work performed within a PTIN-credentialed practice.
What we will NOT do:
Clients needing compiled / reviewed / audited financials are referred to a credentialed partner CPA firm. We continue to handle the underlying books and tax work; the CPA partner provides the assurance services.
Founding members on the early-interest list lock in launch-day rates and get first access to onboarding slots. No commitment now — we'll reach out before launch with engagement details.
We'll reach out directly when Books opens. Existing Advisors clients receive bundle pricing and priority onboarding — no extra signup required.
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