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Choose your pricing plan

  • Tax Essentials - Basic Package

    1,200$
    Every year
    Ideal For: Freelancers, sole proprietors with simple tax situations, and those who prefer to manage their own bookkeeping.
     
    • Annual bookkeeping review
    • Transactions: Up to 250 classified annually
    • Annual profit and loss statement
    • Preparation of Form 1040 with Schedule C
    • One (1) hour of tax consulting for the year (upon request)
    • Accounting software is required or must be implemented

  • Tax Complete

    900$
    Every 6 months
    For Business Owners and those needing lite support and info
     
    • Includes Enhanced package features
    • Quarterly tax planning sessions
    • Quarterly financial review and clean-up
    • Quarterly financial management report

  • Tax Premium

    600$
    Every 6 months
     
    • Includes Tax Essential features
    • Email and chat support
    • Mid-year tax review to adjust tax strategies
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Privacy Policy  BMS Financial (BMS Books, LLC) is not a Certified Public Accounting Firm 

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