We take care of the books. You take care of your business.

Book your FREE 30 min. Consulation

Bookkeeping Packages

Essential

Save 25% on tax preparation
$125/weekly
  • 3 Hours Training and Support
  • FREE Mobile App
  • Xero or QBO, HubDoc, Receipt Bank Subscription
  • Unlimited Document Storage
  • Monthly Bank Reconciliation up to 3 Bank Accounts
  • Monthly Profit & Loss Report
  • Dedicated Bookkeeping Expert
  • Monthly Meeting & Review
FREE CONSULTATION

Advanced

Save 50% on tax preparation
$200/weekly
  • 5 Hours Training and Support
  • FREE Mobile App
  • Xero or QBO, HubDoc, Receipt Bank Subscription
  • Unlimited Document Storage
  • Monthly Bank Reconciliation up to 10 Bank Accounts
  • Monthly Profit & Loss Report
  • Dedicated Bookkeeping Expert
  • Sales Tax Preparation & Filing
  • Monthly Meeting & Review
FREE CONSULTATION

Elite

FREE corporate taxes
$500/weekly
  • 10 Hours Training and Support
  • FREE Mobile App
  • Xero or QBO, HubDoc, Bill.com, Receipt Bank Subscription
  • Accounts Receibable
  • Accounts Payable
  • Full Time Virtual Bookkeeper
  • Unlimited Document Storage
  • Weekly Bank Reconciliation up to 10 Bank Accounts
  • Monthly Profit & Loss Report
  • Sales Tax Preparation & Filing
  • Filing of Quarterly Federal, State & Local Taxes
  • Monthly Business Performance Analysis
  • FREE Corporate Tax Preparation
  • FREE Personal Tax Preparation
  • Monthly Meeting & Review
FREE CONSULTATION

Which Bookkeeping Package Works Best For Your Business?

Essential Package

Designed for the everyday small business owner, individual or sole proprietor. Perfect for those with minimal bookkeeping needs who just want to keep tax-ready books. Books are reconciled quarterly, allowing you to keep your books up-to-date for year-end tax filings.

Advanced Package

Want to see your monthly expenditures? Planning the future of your business? The Small Business Advanced plan provides monthly retrospective insights so you can maintain better control of your accounts and keep your books current. You’ll have access to a monthly review of your profits and loss, and unlimited support from our dedicated team.

Elite Package

For the established business with a high volume of transactions, the Elite Business plan provides full transparency of your accounts receivable and allows you to manage cash-flow daily. Unlimited transactions. Books reconciled weekly. Most importantly, you’ll have access to a dedicated support team of bookkeepers so you won’t need to hire an in-house bookkeeper.

Additional Services

Can’t find the right package? Call us and we will design a custom fixed-price option.

Customized Packages

We’ll provide a FREE 1 hour consultation to determine your business needs and offer you a customized solution.

Xero Support

If you’re currently using Xero, we provide support to help you run your accounting smoothly and more efficiently.

Xero Conversion Services

Moving to Xero from Quickbooks? No problem at all. We can help you convert and move your existing data to Xero.

BOOK AN APPOINTMENT

You’re one step closer to meeting your new tax expert and dedicated account manager.
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Contact Us

TaxSmart
206 W. 4th Street Suite 438 Santa Ana
, CA 92701   (714) 473-8821 info@taxsmartinc.com

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Tax Season Hours
Jan 1st - April 17th
Monday - Saturday 9 AM - 8 PM (Appointments only)
Holidays and Sunday - Closed

Off Season Hours
April 18th - December 31st
Monday - Friday 9 AM - 5:00 PM (Appointments only)
Saturday- Appointments only
Holidays and Sunday - Closed

Handcrafted with passion by Infusion Digitals team

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