Bookkeeping & Tax — Together
Our most complete engagement. Your books stay clean all year and roll directly into your tax return — one workflow, one relationship, no handoff friction. Clients who bundle avoid the most common tax-season scramble: disorganized records.
Bookkeeping + Tax Bundle
- Everything in monthly bookkeeping
- Annual 1040 w/ Schedule C preparation & filing
- One seamless year-end workflow
- Single point of contact all year
Bookkeeping + Tax Bundle
- Everything in monthly bookkeeping
- Annual 1065 partnership return preparation & filing
- One seamless year-end workflow
- Single point of contact all year
Bookkeeping + Tax Bundle
- Everything in monthly bookkeeping
- Annual 1120-S return preparation & filing
- One seamless year-end workflow
- Single point of contact all year
Bookkeeping Only
Monthly bookkeeping without tax preparation. A good fit if you already have a tax preparer or file your own return.
Base — Sole Prop
- Bank & credit card reconciliation
- Expense categorization
- Monthly P&L, Balance Sheet & Cash Flows
- Quarterly 30-min strategy call
- Responsive email support
- Bookkeeping software (client provides)
- Tax filing (not included — see bundle)
Base — 1065 / 1120-S
- Bank & credit card reconciliation
- Expense categorization
- Monthly P&L, Balance Sheet & Cash Flows
- Quarterly 30-min strategy call
- Responsive email support
- Bookkeeping software (client provides)
- Tax filing (not included — see bundle)
ONE-TIME FEES
| Fee | Amount | Notes |
|---|---|---|
| Onboarding | $200 | Flat rate, charged at engagement start |
| Catch-Up / Cleanup | $125 / mo | Per month behind, up to 12 months. 50% non-refundable deposit required to begin. |
Tax Preparation Only
Annual tax filing without monthly bookkeeping. All tax documents must be submitted by March 1 for timely filing.
| Return Type | Price | Who It's For |
|---|---|---|
| 1040 | $250 | Individual federal income tax return |
| 1040 w/ Schedule C | $500 | Sole proprietors and single-member LLCs |
| 1040 w/ Schedule E | $500 | Rental property income |
| 1040 w/ K-1s | $350 | Partners or S-corp shareholders receiving K-1s |
| 1065 (Partnership) | $1,200 | Multi-member LLC / partnership returns (up to 4 partners) |
| 1120-S (S-Corp) | $1,000 | S-corporation income tax return |
ADDITIONAL TAX FEES
| Fee | Amount | Notes |
|---|---|---|
| Rush Fee | $250 | Documents not received by March 1. Waived if estimates submitted on open items. |
| Extension Filing | $100 | Flat fee to file an extension on your behalf |
| Tax Year Cleanup | $125 / mo | Per month behind, up to 12 months, when books aren't ready for filing |
Add-On Services
Add any of these to your existing engagement. No bundles required.
Payroll — 1–5 Employees
Includes quarterly 941 and SC withholding filings, plus annual W-2 and W-3 processing. Does not include multi-state payroll or HR compliance.
Payroll — 6–10 Employees
Same full-service payroll as above for teams of 6–10. Contact us for teams larger than 10.
AR Management
Invoice creation and sending, collections follow-up, and AR aging schedule. Does not include negotiating with customers, making phone calls on the client's behalf, or writing off bad debt.
AP Management
Entering bills, preparing payments, and tracking due dates and aging. You approve all payments.
Tax Notice Responses
Received a notice from the IRS or state? We'll draft and send a professional, accurate response on your behalf.
Property Tax Returns
Annual business personal property tax return preparation and filing.
Billing Policies
Billing & Fees
Clients are auto-billed monthly. Taxes and payment processor fees are automatically applied. 1.5% interest is charged after 30 days past due; work halts after 45 days past due.
Deposit
New clients pay the first month's fee upfront. Cleanup projects require a 50% non-refundable deposit before work begins; the remainder is due upon delivery.
Rate Review
Rates may increase up to 10% annually with 60 days' written notice.
Out-of-Scope Work
Any task not listed in the engagement letter is billed at the fixed add-on rate or at $75/hr. We'll always confirm scope with you before proceeding.
Right to Decline
We reserve the right to decline or withdraw from engagements that exceed our complexity threshold, with 30 days' written notice.
Confidentiality
All client data is confidential. Financial records are property of the client. Linden Tax workpapers are property of the firm and retained for 7 years per federal and state standards.