SOLE PROPRIETOR PACKAGES

Affordable options to fit any business size and budget.
Starter
$75/mo
Revenue of
$0 - $50K
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Basic
$125/mo
Revenue of
$50 - $125K
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Pro
$175/mo
Revenue of
$125 - $250K
Get Started Today
Elite
$225/mo
Revenue of
$250 - $400K*
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|| Handwritten Checks $3/each ||

*If your revenue is over $400K, please contact us for a custom quote

ALL PLANS COME WITH...

Federal Tax Return

Federal Tax Return

Each year we will prepare and e-file form 1040 tax return. All returns are reviewed by an IRS Enroll Agent and you will always approve everything before we file.

State Tax Return

Included with every package is one state tax return prepared and filed for you.

Schedule A

We’ll file a Schedule A as a part of your tax return, itemizing all deductions that you’ll receive for the year.

Electronic Copies of Tax Documents

We’ll email you copies of all of your tax return documents for easy and prompt storage of the records.

Schedule C

Because you are a sole proprietor, you must file this schedule to report your profit and loss from the business. We’ll ensure you are reporting all your business information accurately.

Monthly Bookkeeping Service

Our bookkeepers keep your businesses financial affairs accurate and in order on a monthly basis via our awesome bookkeeping service in Orange County.

Estimated Tax Vouchers

Every quarter and again every year, we send estimated tax vouchers and preparation instructions your way. It is easy to pay your taxes when you have easy access to the vouchers without the need for an accounting team on the project!

Communication with OnTrack Staff (Limited)

One monthly email to our staff to ask financial questions or to address any of your concern is included with our Core packages.

Financial Review Board Reports

Our Financial Review Board meets twice annually to review your business dynamics. We determine if there are any adjustments that will help your business grow financially. Once the report is made, we’ll email you a summary of our findings.

OPTIONAL ADD ON SERVICES

Weekly Books

$25/mo

Some businesses require bookkeeping service more than monthly. Add our Weekly Books service to better track your business transactions.

Unlimited Support

$65/mo

This provides you with unlimited phone calls and emails with our bookkeeper and tax accountant.

Audit Defense

$10/mo

Our Audit Defense gives your business assurance. We respond to any tax notices that you receive from the IRS and represent you should an audit occur.

Tax Planning

$55/mo

Tax planning services find strategies that reduce your tax liability. This is our most popular add-on service!

Corporation Setup

$750

We will help you with all aspects of Corporate Setup. We’ll help you register for an EIN number, file state taxes, and help complete forms necessary for S-Corporation listings.

Quickbooks Online

$25/mo

Use our add-on service and receive extremely discounted pricing for this incredible, highly useful software. If you use bookkeeping service, you need this software, especially at this price!

Rental Properties

$15/mo

Filing a tax return for your rental property? Add this service and we’ll report all of the rental income you’ve earned via special tax filings. Our numbers are accurate and precise.

Local Taxes

$15/mo

If you live in an area that requires local tax returns, add the Local Taxes feature to your packages.

Accounts Receivable

$285/mo

Accounts Receivable services eliminate the need to send invoices to your clients. Add-on this feature and we’ll ensure that your invoices and payments are filed accordingly.

Accounts Payable

$285/mo

Our team offers Accounts Payable services. We pay all of the invoices and alleviate the need for this tiresome task. Just add-on this feature and we’ll take care of it all.

Payroll

$100/mo

A small per-employee fee ($6 per person) is all that it costs to add-on our Payroll feature. With this addition, we’ll help run your payroll activities and file returns, too. We even take care of setup!

Additional State Returns

$15/mo

One state return filing is included with our Core package. Add-on ASR if you need a return filed in multiple states.

We encourage you to visit our FAQ page for a list of common questions about packages, billing, and services