Four services,
one partner on each.
Tax Preparation
Bookkeeping
Payroll
Fractional CFO
What’s included
Form 1040 with every state you owe
Business returns: 1065, 1120-S and 1120
Quarterly estimated tax payments
IRS and Colorado letters answered for you
Also handled
Amended returns for up to three years
Multi-state and part-year residents
Extensions filed by April 15
Led by
Margit Ashby
(303) 555-0141
Price
Fixed fee per return, quoted before we start, from $425.
What’s included
Bank and card reconciliations every month
Profit and loss, balance sheet and cash report by the 15th
Bills and invoices kept current
Year-end package for your tax return
Also handled
Catch-up bookkeeping for months or years behind
QuickBooks Online and Xero setup and cleanup
Sales tax filings in Colorado and other states
Led by
Priyanka Ramaswamy
(303) 555-0143
Price
Monthly from $450, catch-up quoted per month behind.
What’s included
Weekly, biweekly or monthly pay runs
Federal 941 and 940 and Colorado payroll filings
W-2s and 1099-NEC filed by January 31
New-hire reporting and direct deposit
Also handled
Payroll registration in a new state
Contractor or employee reviews
Colorado FAMLI setup and quarterly premiums
What’s included
13-week cash flow forecast, updated weekly
Annual budget and monthly budget-to-actual
Monthly review meeting with a partner
Lender and investor reporting packages
Also handled
SBA and bank loan applications
Pricing and margin reviews
Entity choice and S-corp analysis
Led by
Ansel Rourke
(303) 555-0142
Price
From $2,900 a month, monthly books included.
Not sure what you need? Call (303) 555-0148. We sort that out in the first five minutes.
Every published file,
2024 to 2026.
Every engagement we can publish, newest first, with the person who ran it. Anonymized, and shared with each client’s permission.
2026/031
IRS CP2000 notice for a freelance photographer
Tax Preparation
Linnea Odegaard
$9,412
No change
2026/018
Fourteen months of catch-up books for a three-location restaurant group
Bookkeeping
Iris Hwang
$4.2M
Caught up
2026/007
S-corp election for a two-owner landscaping company
Tax Preparation
Margit Ashby
$11,200/yr
Accepted
2025/129
Books cleanup before the sale of a plumbing company
Bookkeeping
Iris Hwang
$2.6M
Sold
2025/112
SBA 7(a) loan package for a brewery expansion
Fractional CFO
Ansel Rourke
$750,000
Approved
2025/097
Payroll tax penalty relief for a dental practice
Payroll
Wes Sandoval
$6,850
Abated
2025/088
Multi-state payroll setup for a remote software team
Payroll
Wes Sandoval
23 people
Registered
2025/074
Colorado sales tax audit for a home goods store
Tax Preparation
Nils Pettigrew
$38,600
Cut to $2,140
2025/063
13-week cash forecast for a general contractor
Fractional CFO
Ansel Rourke
$3.1M
Delivered
2025/054
Budget and pricing review for a physical therapy clinic
Fractional CFO
Ansel Rourke
+6.4%
Delivered
2025/041
Three years of amended returns for a missed home office deduction
Tax Preparation
Margit Ashby
$4,920
Refunded
2024/158
Worker classification review for a cleaning company
Payroll
Gianna Ferraro
11 workers
4 moved to W-2
2024/126
Sales tax nexus review for an online store selling into 31 states
Bookkeeping
Priyanka Ramaswamy
7 states
Registered
2024/097
Installment agreement for back taxes owed by a contractor
Tax Preparation
Linnea Odegaard
$48,000
Approved
2024/072
Part-year returns for a family that moved from California
Tax Preparation
Nils Pettigrew
3 returns
Filed
2024/031
Penalty relief for a late partnership return
Tax Preparation
Linnea Odegaard
$5,280
Abated
Anonymized and shared with permission. Past results do not guarantee a similar outcome.
Not sure which service
you need?
Call the office and describe your situation in two minutes. We work out on that call whether you need returns, monthly books, payroll or all three, and who will look after you.
First call free. Prices held through the 2027 filing season. Past results do not guarantee a similar outcome.