Your goals. A clearer financial picture.
Tax, bookkeeping and payroll support for individuals and businesses across the United States.THE SHIFT / A BETTER WAY FORWARD
Skip to services01 / GET CLEAR
The receipts. The transactions. The months you meant to catch up on. Bring them together and get a clearer picture of your business.
Bring clarity to your booksOrganize transactions
Reconcile accounts
Review monthly reports
02 / LOOK AHEAD
Your books and taxes belong in the same conversation. Connect today’s records with preparation and planning for what comes next.
Make a plan for your taxesUnderstand your position
Discuss estimated payments
Plan before deadlines
03 / MOVE FORWARD
A new hire. A growing business. A decision that deserves a second look. Turn organized numbers into a more informed conversation.
Talk through your next moveReview business performance
Explore financial decisions
Agree on the next steps
START WHERE YOU ARE
Tell us what brings you here.
BOOKS · PAYROLL · BUSINESS TAX
Bring bookkeeping, payroll and tax work into one conversation, with support that fits the way you operate.
GOOD SUPPORT CHANGES EVERYTHING
Clean monthly books you can actually make decisions with.
Explore bookkeepingFederal and state tax preparation with clear review before filing.
Explore tax preparationReliable payroll processing and tax filing support for small businesses across the U.S.
Explore payrollAND WHEN YOU NEED THE NEXT STEP
FROM FIRST HELLO TO WHAT’S NEXT
Tell us about your business, your questions and where you want to go. Your first consultation is free.
We agree on the services, records and fees before work begins. You'll know what happens next.
Share documents through the client portal. We handle the agreed work and walk through it with you.
GOOD SUPPORT. CLEAR PRICING.
Your first 12 months, with 25% off. Choose the support you need and know where you stand.
Compare all 9 plansFor owners who want organized books and a reliable monthly view.
Starting at · months 1–12
$111.75/mo
From month 13: $149.00/mo
For self-employed owners bringing bookkeeping and taxes together.
Starting at · months 1–12
$224.25/mo
From month 13: $299.00/mo
For solo S corporation owners managing books, payroll and returns.
Starting at · months 1–12
$374.25/mo
From month 13: $499.00/mo
Starting prices in USD. Scope and fees confirmed in writing. Standard pricing applies from month 13. Cleanup and third-party charges are separate. Offer details.
ONE PROJECT. A CLEAR NEXT STEP.
Focused projects for a fresh start, a new business or the paperwork ahead. Scope and pricing agreed before we begin.
01 / A fresh start
Bring the missing months together and get a clearer starting point.
Explore the package ↗02 / Start with structure
Coordinate formation support, bookkeeping setup and the next accounting steps.
Explore the package ↗03 / Get the details together
Organize contractor records before annual information-return preparation becomes a last-minute scramble.
Explore the package ↗04 / Ready for the conversation
Bring financial statements and supporting records together for a lender or another planned review.
Explore the package ↗Serious about
your numbers.
Personal about
your business.
A HUMAN APPROACH TO NUMBERS
You deserve to understand your numbers. To ask the extra question. To leave a conversation knowing what to do next.
Since 2021, we have helped individuals and business owners across the U.S. make sense of taxes, books and the decisions that connect them.
Get to know our approachClient stories
I had a great experience working with Tax N Tips this year.
I cannot recommend Tax N Tips highly enough!
I am very happy with the quality of service!
Great service, very professional and timely submission. Definitely recommended.
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Stay ahead
Dates shift when they land on a weekend or holiday. We track them so you don't have to.
LET’S MAKE ROOM FOR WHAT’S NEXT
Bring your questions. We’ll bring a clear next step. Twenty minutes, no obligation.
Prefer a call? +1 (786) 688-7861
