Bookkeeping & payroll, run by your tax firm.
Monthly books reconciled in QuickBooks. Payroll filings on autopilot. Sales tax handled wherever you have nexus. All run by your specialist — the same person who files your tax return — so the numbers tie out by March because we kept them current all year.
One firm. One secure portal. One set of numbers. Flat monthly fees, no hourly billing surprises.
Built for owners who want one firm doing everything.
Books reconciled monthly. Payroll filings handled. Sales tax filed in your nexus states. Your specialist who knows your tax situation knows your books — so when March rolls around, the return practically prepares itself.
- Monthly bookkeeping — reconciliation in QuickBooks Online, with a 5-minute monthly summary of where the business is.
- Payroll tax filings — quarterly Form 941, annual Form 940, state UI returns. Bundled with annual return prep at preferred rates.
- Sales-tax filings — in your nexus states, on the cadence each state requires.
- Annual return coordination — the books that feed your 1120-S / 1065 / Schedule C are the books we kept all year. No reverse-engineering in March.
- Your specialist, one secure portal, one set of numbers — year-round responsiveness, not a once-a-year scramble.
Flat monthly fees, scoped to your size.
Same anti-predatory framing as the rest of TaxOwl: one flat fee, every month, no hourly billing, no scope-creep surprises. Pricing tiers may be refined as the program grows; placeholder ranges below for early conversations.
- Up to ~$20K in monthly transactions
- 1 bank + 1 credit card reconciled monthly
- Monthly close + 5-minute summary report
- Year-end CPA-ready financials for return prep
- Year-round email/portal access
- Up to ~$50K in monthly transactions
- Multi-account reconciliation (bank, CC, merchant)
- AR / AP tracking
- Monthly close + financial statements
- Sales tax filings (single nexus state)
- Year-end coordination with your tax return
- Up to ~$200K in monthly transactions
- Payroll filings (quarterly 941, annual 940, state UI)
- Multi-state sales tax (up to 3 states)
- AR / AP, monthly close, financial statements
- Quarterly review call with your specialist
- Direct integration with your annual return
- Custom transaction scope
- Multi-entity, intercompany, consolidated reporting
- Full payroll + multi-state sales tax
- Advanced reporting (cash flow, KPIs, custom dashboards)
- Dedicated point of contact
- Monthly review calls during ramp; quarterly thereafter
What's not included (and why)
To keep pricing flat and predictable, the following are scoped separately and quoted on request:
- Catchup or cleanup of historical books (more than 3 prior months) — quoted as one-time engagement
- Audit defense or IRS notice response — see tax pricing
- Investment advice, securities or insurance recommendations — referred out
- Compilation, review, or audit reports — we are not a CPA firm
Books that feed your tax return — by design.
Most accounting firms split books and tax across separate teams who barely talk. The result: every March, your tax preparer reverse-engineers what your bookkeeper did all year. We do both, on the same platform, with your specialist. The annual return is the natural output of the monthly close.
If you're already a TaxOwl Advisors tax client, adding Books is a 30-minute conversation and access to your QuickBooks. If you're not yet a client, we'll quote both together.