Affordable options to fit any business size and budget.

|| Handwritten Checks $3/each ||

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


Corporate Tax Return

As a Partnership, you must file an 1065 each year.  Our team will prepare and e-file these for you. All returns are reviewed by a EA or CPA and you will always approve everything before we file.

Estimated Tax Vouchers

We’ll send you vouchers and instructions each year for your annual and quarterly tax payments. This makes paying your taxes a snap.

Communication with BATS Staff (Limited)

All Core packages come with 1 monthly email to our staff for financial questions and concerns.


State Tax Return

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



Electronic Copies of Tax Documents

After we e-file your returns, we’ll send you an encrypted email with copies of all your documents that you can store with your personal records.

Monthly Bookkeeping Service

Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each month.

Financial Review Board Reports

2 times per year our Financial Review Board meets internally to review all aspects of your business from top to bottom to determine if we can make any recommendations to help you and your business.  You will receive a summary of what we discuss after each meeting.


Weekly Books


Need your books done more often than monthly?  Add on this service for weekly reconciliations of your business transactions.

Unlimited Support


Let us roll out the red carpet support service!  With this add-on you get unlimited emails, phone calls, and meetings with our accounting staff.

Audit Defense


Think of this as an insurance policy on your tax returns.  With this service we will respond to all tax notices you may receive and represent you in an audit.

Tax Planning


By far our most popular add-on offering.  With this service, we will help you implement strategies that reduce your tax liability each year.

Corporation Setup


Need to file for a Corporation? We’ll file with your state, register for a new EIN and if you’d like to be an S-Corporation, we’ll take care of the forms necessary to make that election. State fees apply.

Quickbooks Online


Take advantage of our discounted pricing from QuickBooks.  You need this software for bookkeeping so be sure and get it at a better price than you will find anywhere online.

Rental Properties


If you own rental properties, there are special tax filings that must be done.  This add-on is an annual fee that ensures all rental income and expenses are reported accurately.

Local Taxes


If the city you live or work in requires a separate tax return for local taxes, add this feature to your package.  Local taxes can be confusing so we encourage you to let our experts prepare these for you.

Accounts Receivable


Tired of sending invoices to clients? Our team can take that off your hands.  We will prepare all of your invoices and receive payments for you with this add-on feature.

Accounts Payable


Tired of paying all the bills for the business each month? Our team can take that off your hands.  We will receive your invoices, and make all payments for you with this add-on feature.



Need help running payroll and filing your returns?   We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately. $6 per employee charge applies.

Additional State Returns


All of our core packages come with 1 state return filing.  Should you need to file in multiple states, be sure and add this service to your package.