Individual Tax Return Support
Quote after review
For W-2, 1099, self-employment income, investment income, home-related tax documents, and other common individual tax situations.
- Individual tax document checklist
- W-2 / 1099 / Schedule C record organization
- Common income and deduction review
- Pre-filing question confirmation
- Secure document submission after engagement
Not included: audit representation, complex multi-state or international tax matters, large historical catch-up filings, legal advice, loan guarantees, or other matters requiring separate evaluation.
Ask About Individual Tax
Compliance Essentials
Starting from $1,200 / year
For simpler businesses that need annual tax record organization and basic compliance support.
- Annual tax record organization
- Basic income and expense categorization
- 1099 / W-2 year-end coordination
- Business tax filing preparation
- Basic compliance reminders
Not included: complex catch-up bookkeeping, large volumes of uncategorized transactions, IRS/state notice handling, audit representation, legal entity formation, loan guarantees, or other matters requiring separate evaluation.
Ask About Compliance
Monthly Bookkeeping
Starting from $250 / month
For businesses with regular transactions, employees, sales tax, or a need for recurring financial visibility.
- Monthly bookkeeping
- Bank account reconciliation
- Income and expense categorization
- Monthly P&L report
- Sales tax / payroll coordination
- Optional quarterly review
Not included: complex catch-up bookkeeping, large volumes of uncategorized transactions, IRS/state notice handling, audit representation, legal entity formation, loan guarantees, or other matters requiring separate evaluation.
Ask About Monthly Service
Growth Advisory Support
Custom Quote
For businesses preparing for financing, expansion, or stronger financial records and management processes.
- Monthly financial reports
- Tax planning discussion
- Payroll structure discussion
- Financing record preparation
- Annual financial review
- Business data review
Not included: complex catch-up bookkeeping, large volumes of uncategorized transactions, IRS/state notice handling, audit representation, legal entity formation, loan guarantees, or other matters requiring separate evaluation.
Contact SunPeak
