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SM Accounting

  • All-in-One Bookkeeping & Tax Plans

    Bookkeeping and Taxes Done Right. 
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Our bookkeeping + tax packages help small business owners stay organized during the year and prepared when tax season arrives. We keep your books updated, prepare your financial reports, and handle your annual business tax filing, so you are not left trying to clean everything up at the last minute.


Each package includes bookkeeping, one annual business tax return, and one owner personal tax return based on the package selected. If you want cleaner books, fewer year-end surprises, and one place to go for your accounting and tax filing, this is the best option.

Essentials + Tax

Designed for new businesses, just getting started

$299/month

  • Bookkeeping for up to 50 transactions per month
  • Includes 2 connected bank or credit card account
  • Annual Corporate Tax Return (Schedule C or S-Corp)
  • 1 Basic Personal Tax Return*
  • Annual Profit and Loss Statement and Balance Sheet
  • Business Insights about your business' performance









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🔥Core + Tax

Our most popular package for small business owners

$449/month

  • Bookkeeping for up to 100 transactions per month
  • Includes 4 connected bank or credit card accounts
  • Annual Corporate Tax Return (Schedule C or S-Corp or C-Corp)
  • 1 Basic Personal Tax Return*
  • Monthly Profit and Loss Statement and Balance Sheet
  • Business Insights about your business' performance








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Growth + Tax

Growing businesses ready for the next step up in accounting

$649/month

  • Bookkeeping for up to 200 transactions per month
  • Includes 6 connected bank or credit card accounts
  • Annual Corporate Tax Return (Schedule C or S-Corp or C-Corp)
  • 1 Premium Personal Tax Return*
  • Monthly Profit and Loss Statement and Balance Sheet
  • Business Insights about your business' performance
  • Dedicated Tax Planning Session
  • Multi-currency support





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Advanced + Tax

Higher-volume businesses that want dedicated & personalized service

$899/month

  • Bookkeeping for up to 350 transactions per month
  • Includes 10 connected bank or credit card accounts
  • Annual Corporate Tax Return (Schedule C or S-Corp or C-Corp)
  • 1 Premium Personal Tax Return*
  • Weekly Profit and Loss Statement and Balance Sheet
  • Business Insights about your business' performance
  • 2 Dedicated Tax Planning Sessions
  • Multi-currency support
  • Monthly Phone Call with a CPA to discuss your business' financials
  • And more custom options
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FAQs

Bookkeeping Essentials starts at $199/month for very small businesses with up to 50 monthly transactions and one connected account. Pricing increases based on transaction volume, number of accounts, reporting frequency, and complexity. Bookkeeping Essentials + Taxes is available for $299/month.

For most businesses, yes. Your business tax return depends on accurate income, expenses, assets, liabilities, owner contributions, distributions, and other financial activity. Clean bookkeeping makes tax filing easier and helps avoid missing important information.

Yes. We can definitely help with bookkeeping cleanup and catch-up bookkeeping. Cleanup pricing depends on how many months are behind and how much correction is needed.

Yes. Tax-only services are available for individuals and businesses with complete and organized records. If your books need cleanup, catch-up, or correction before the tax return can be prepared, we can help with that work at an additional rate.

We prepare key US personal and business tax forms, including Form 1040 for individuals, Form 1120-S for S corporations, Form 1120 for C corporations, and Form 1065 for partnerships and multi-member LLCs.


We can also assist with additional forms when required, including Schedule C, Schedule E, Schedule D, K-1 reporting, 1099 filings, FBAR, Form 8938, Form 5471, Form 1116, and more.


Book a call to confirm which forms are needed for your situation.

A basic personal tax return is for a straightforward owner filing. It generally includes Form 1040, W-2 income, basic interest or dividends, the business income or K-1 from the included business, and one resident state return.


A premium personal tax return includes a more detailed review and may include simple itemized deductions, additional 1099 income, straightforward investment activity, estimated tax payment review, and a closer review of how the business return connects to the owner’s personal return. Premium personal tax filing does not include complex rentals, crypto, foreign reporting, multiple states, multiple businesses, amended returns, prior-year filings, or advanced tax planning unless separately quoted.


For more details, please book a call with us.

Book a call and tell us about your business, entity type, transaction volume, number of accounts, and tax filing needs. We will recommend the right bookkeeping, tax, or bundled package. Book a Call with us today.