Professional Tax Preparation and Compliance
Bookkeeping & Accounting services
Comprehensive Financial Support
1. Tax Preparation Services
We can perform returns for Individuals (1040), Businesses (S-Corp, C-Corp, Partnerships) and more.
Options Include:
Federal Returns
Business Returns
State Returns
Estimated Tax Calculations
Filing Status Guidance
Tax Planning
2. Bookkeeping Services
Efficient and accurate bookkeeping for small and medium size businesses.
Options Include:
Accounting Software Setup
Catch-Up/Cleanup Entries
Record/Categorize Transactions
Bank/Credit Card Reconciliation
Financial Statement Preparation
Management Reports
Sales Tax & Compliance Reporting
Individual Tax Preparation Services
Individual - From $250
Federal Return (1040)
(1) State Return
Electronic copy of return(s)
Basic email & phone support
Small Business - From $500
Small business / solopreneur
Federal Return (1040)
(1) State Return
(1) Schedule C, E, or F
Prepare up to (5) 1099's
Quarterly Tax Reminders
Electronic Copy of Returns
Email & Phone Support
Add-ons
Additional State Return(s)
Additional Schedules
Child /College Age Return(s)
IRS Transcripts
Priority Support / Strategy calls
Tax Representation / Resolutions
Schedule D (Capital Gains)
Letters & Notices Support
Rush Fee
Priority Support / Research
Business Tax Preparation Services
Silver Package
Contact for Pricing
Taxes & Business Filings:
(1) Business Income Tax Return (1120-S; 1120-C; or 1065)
Prepare up to (5) 1099's
Support & Communication:
Email, Phone, and Video Support
Gold Package
Contact for Pricing
Taxes & Business Filings:
(1) Business Income Tax Return
(1) Individual Income Tax Return
(1) State Return
Quarterly Tax Reminders
Support & Communication:
Annual Fall Tax Planning & Advisory Meeting with Tax Projection
Letters and Notices Support
Year-Round Support Via Email, Phone and Video
Platinum Package
Contact for Pricing
Taxes, Bookkeeping, and Business Filings:
(1) Business Income Tax Return
(1) Individual Income Tax Return
(1) State Return
Quarterly Tax Reminders
Bookkeeing Package
Support & Communication:
Annual Fall Tax Planning & Advisory Meeting with Tax Projection
Letters and Notices Support
Year-Round Support Via Email, Phone and Video
Bookkeeping Services
Silver Package
From $100/month
For freelancers and small businesses who need a solid bookkeeping foundation.
Transaction posting & categorization
Reconcile bank & credit card accounts
Ongoing Email Support
Quarterly 1 Hour Phone/Video Support
Gold Package
From $250/month
For growing businesses that need deeper insight and regular guidance.
Everything in Silver Plan
Quarterly estimated tax preparation
Sales Tax Preparation (If Applicable)
Email, Phone, and Video Support
Platinum Package
From $500/month
For established companies ready to fully outsource their bookkeeping.
Everything in Gold Plan
Monthly financial review
Priority support / strategy calls
Payroll processing
© 2026 Pivotal Tax & Accounting LLC. All rights reserved.