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Small business

Your business, organized all year

Tax preparation, bookkeeping and financial organization for small businesses and independent professionals. Fully online, in Spanish and English.

We work with small businesses and independent professionals. We do not serve large enterprises. Our work is tax preparation and the organization of information and administrative processes: we do not offer investment advice, regulated financial planning, audit, assurance or attestation services, and we do not present ourselves as a CPA firm.

What we can do for your business

Business services

Seven services for small businesses. Prices shown are starting points: the final price depends on volume, structure and the state of your records.

01

Small Business Tax Preparation

Preparation of your small business return, with clear guidance on what is filed and why.

Starting at $350
Request service

What it includes

  • Review of your business records before we prepare
  • Preparation of the applicable return
  • We go over everything with you before filing
  • Fully online process

The final price depends on the business structure, transaction volume and the state of your records.

02

Bookkeeping

Monthly recording and organization of your business activity, so you know where you stand throughout the year.

Starting at, per month $175
Request service

What it includes

  • Monthly recording of income and expenses
  • Orderly classification of transactions
  • Clear reports you can actually read
  • Communication in Spanish or English

The final price depends on monthly transaction volume and the number of accounts.

03

Bookkeeping Cleanup / Catch-Up

We bring prior months or years up to date when bookkeeping has fallen behind.

Starting at $250
Request service

What it includes

  • Review of the current state of your records
  • Reconstruction and organization of outstanding periods
  • Delivery of clean, current records
  • Recommendations to keep them that way

The final price depends on the number of outstanding periods and transaction volume.

04

Financial Organization for Small Businesses

We help you organize your business financial information: income, expenses, cash flow and the administrative processes you work with every month.

Starting at $150
Request service

What it includes

  • Income and expenses put in order
  • A clear view of cash flow
  • Simpler, more sustainable administrative processes
  • A structure you can maintain on your own

This service is organization of information and administrative processes. It is not investment advice, regulated financial planning, audit, assurance or attestation services.

05

Tax Organization for Small Businesses

We organize the records and documentation your business needs to reach tax season prepared.

Starting at $150
Request service

What it includes

  • Inventory of the documentation needed
  • Organization of records by period
  • Identification of what is missing before the season
  • Delivered organized and ready to prepare

The final price depends on the initial state of the documentation and the period covered.

06

Amended Business Return

Review and correction of business returns filed in previous years.

Starting at $250
Request service

What it includes

  • Review of the return as filed
  • Identification of what needs to be corrected
  • Preparation of the amended return
  • Explanation of what changes and why

The final price depends on the tax year and the complexity of the correction.

07

Small Business Consultation

A focused session to answer specific questions about your business tax situation and organization.

30 minutes $50
Book consultation

What it includes

  • 30-minute session, online
  • Focused on your specific questions
  • Guidance on next steps
  • In Spanish or English

A consultation is general guidance; it does not replace preparing a return and is not regulated advice.

Not sure where to start?

Choose the service that best fits your business needs and continue through the evaluation. If you prefer to write first, you can also reach us on WhatsApp or by email.