PURITY ACCOUNTING — FULL SERVICE
Your Business Deserves Financial Clarity.
Bookkeeping, tax preparation, tax planning, payroll & more — for every service-based business serious about growth
MONTHLY BOOKKEEPING PACKAGES
Find Your Perfect Plan
Every plan includes QuickBooks Online, Dext & Uncat — set up and managed by us. No separate subscriptions, no surprise fees.
Clarity
Clean books, tax-ready financials, and peace of mind from day one
$250 - $450
/Month
- ✦ QuickBooks Online — Included
- ✦ Dext Receipt Management — Included
- ✦ Uncat Transaction Categorization — Included
- Monthly bank & credit card reconciliation
- Monthly Profit & Loss Statement
- Monthly Balance Sheet
- Quarterly estimated tax payments
- Monthly 30-min check-in call
- Secure client portal access
BEST FOR
New LLCs, solo practitioners, 1099 contractors & independent providers just getting started
Momentum
Grow with confidence. Know exactly where your money goes every month.
$600 - $1000
/Month
- ✦ QuickBooks Online — Included
- ✦ Dext Receipt Management — Included
- ✦ Uncat Transaction Categorization — Included
- Monthly bank & credit card reconciliation
- Monthly P&L, Balance Sheet & Cash Flow Report
- Quarterly estimated tax payments
- Unlimited email & text support
- Monthly 45-min strategy call
- 1099 preparation — up to 5 contractors
- Mileage tracking integration
- Secure client portal access
BEST FOR
Growing practices, med spas, beauty studios, trucking ops, coaches & consultants scaling up
Legacy
Full-service. High-volume. Built for businesses playing the long game
$1200 - $2000
/Month
- ✦ QuickBooks Online — Included
- ✦ Dext Receipt Management — Included
- ✦ Uncat Transaction Categorization — Included
- Monthly bank & credit card reconciliation
- Monthly P&L, Balance Sheet & Cash Flow Report
- Quarterly estimated tax payments
- Unlimited consultation — calls, email & text
- 1099 preparation — unlimited contractors
- Mileage tracking integration
- Cash flow forecasting
- Annual budget & financial planning
- Priority 24-hr response guarantee
- Secure client portal access
BEST FOR
Multi-provider clinics, established practices, franchise owners & high-volume operations
Note: All three tools are fully included in every plan.
We handle setup, subscriptions & management — books always clean and tax-ready
TAX PREPARATION
Get Every Deduction You Deserve
All clients receive secure portal access to review and e-sign their return from any device. Pricing starts at the amounts listed — final price based on complexity.
FORM 1040
Simple Individual Return
Single filers with W-2 income only. No dependents, no itemization.
From $300
FORM 1040 — JOINT
Individual Return (Joint Filing)
Married or unmarried filers with dependents. Itemized deductions available.
From $400
Individual Return (Investors)
Individual Return (Investors)
Clients with crypto, stocks, or investment income. Married or single.
From $550
SCHEDULE C
Self-Employed Return
Freelancers, 1099 contractors & self-employed individuals with business income
From $600
FORM 1065 / 1120 / 1120S
Business Tax Return
Partnerships, S-Corps & C-Corps. Price based on entity type and complexity.
From $800
FORM 1040-X
Amended Tax Return
Correct errors or omissions on a previously filed return. Includes review of original filing
From $300
W-7 APPLICATION
ITIN Application & Renewal
For individuals who are not eligible for a Social Security Number. New applications and renewals
From $200 (Per application)
PRIOR YEAR COPY
Tax Return Copy
Certified copy of any previously filed return we prepared for you.
From $50 (Per application)
Note: Secure e-signature included.
All returns delivered through your client portal — review, approve
& sign from your phone or tablet. No printing required.
TAX PLANNING PACKAGES
Stop Reacting. Start Planning.
Tax planning is proactive, not reactive. These packages are designed to reduce your tax burden year round, not just at filing time.
INDIVIDUAL PLAN
Personal Tax Strategy
For individuals who want to keep more of what they earn
$1,500
/Per Year
- Quarterly 30-min strategy calls
- Paycheck & withholding analysis
- W-4 guidance & optimization
- Year-round tax minimization advice
- Secure client portal access
BUSINESS PLAN
Business Tax Strategy
For business owners who want to strategically reduce their tax bill
$2500
/Per Year
- Monthly 1-hour strategy calls
- Customized tax savings strategies
- Entity structure optimization
- Ongoing year-round support
- Quarterly estimated tax review
- Secure client portal access
PAYROLL SERVICES
Pay Your People On Time, Every Time
Direct deposit, payroll tax filings, pay stubs & W-2s — fully managed for you. Works for any industry and team size.
Payroll Setup & System Transfer
New setup or transfer from another provider. Includes system
configuration, employee onboarding & first payroll run review
$200 (one-time)
SOLO / 1 PERSON
$150/mo
Direct deposit, tax filings, pay stubs & W-2
2 – 10 EMPLOYEES
$200/mo
Direct deposit, tax filings, pay stubs & W-2s
11 – 20 EMPLOYEES
$300/mo
Direct deposit, tax filings, pay stubs & W-2s
21 – 40 EMPLOYEES
$450/mo
Direct deposit, tax filings, pay stubs & W-2s
FULL FORMATION PACKAGE
Launch Ready.
Built to Last.
Everything you need to get legally registered, financially structured, and tax-ready from day one. We walk you through every step so nothing falls through the cracks.
- 30-min business consulting meeting
- Business entity selection guidance (LLC, S-Corp, etc.)
- LLC state registration (state filing fees not included)
- EIN (Employer Identification Number) setup
- Dun & Bradstreet (D&B) registration
STARTING AT
$200
State filing fees not included
ADDITIONAL SERVICES
We’ve Got You Covered
Beyond the basics — specialized services for situations that require extra expertise.
🛡️
IRS MATTERS
IRS Representation & Notice Response
Received an IRS letter or facing an audit? We communicate directly with the IRS on your behalf, prepare responses, and protect your interests throughout the process.
From $500
/flat fee or $200/hr
🪪
FINANCIAL REPORTING
Financial Statement Preparation
Compiled financial statements for loan applications, investor presentations, grant
requirements, or internal decision-making. Includes P&L, Balance Sheet, and Cash Flow
Statement
From $500
/per engagement
ONE-TIME SERVICES
Start Clean
A strong foundation makes everything easier. We make sure your books are set up right before the ongoing work begins.
⚙️
QuickBooks Setup
Custom chart of accounts for your industry, full banking integration, financial statement structure & opening balances. Set up right from day one.
From $450
/one-time
🔍
Books Clean-Up
Reconcile back months, fix miscategorized transactions, correct unapplied payments & restore order to your books so you can move forward with confidence.
From $1,200
/per project
À LA CARTE ADD-ONS
Build Your Custom Stack
Add only what your business needs.
S-Corp Election
$250
Entity election filing for businesses choosing S
Corp tax treatment.
1099 Preparation
$15 / form
Year-end contractor filing — accurate, on-time &
IRS-compliant.
W-2 Preparation
$10 / form
Year-end employee wage statement filing.
Sales & Use Tax Return
From $150 / qtr
Quarterly state sales tax remittance and filing
Accounts Receivable
Call for Pricing
Invoicing, payment processing & monthly AR
reports.
Call for Pricing
Call for Pricing
Vendor setup, bill payments & monthly AP
reports.
Quarterly Estimated Tax Payment Service
We calculate your quarterly liability, prepare federal and state payment vouchers, and make sure you never miss a due date. Includes a quarterly summary report and payment confirmation. Available standalone or included in all bookkeeping plans
$200
/per quarter – standalone
✦ Included at no additional charge in all three bookkeeping packages above.