Let’s Get Started on your Financial Peace of Mind.

Simple. Secure. Stress-Free.

How We Work

We believe managing your finances should be easy and empowering, not overwhelming. That’s why we bring everything together under one roof: tax preparation, bookkeeping, and accounting services that work seamlessly in sync.

Our secure, user-friendly software makes sharing and receiving files effortless, so you can skip the paperwork and focus on what matters most. From start to finish, we provide practical tips, smart strategies, and personalized guidance to help you stay organized, meet deadlines, and make the most of your money.

Our Services.
Simple, Reliable, and Built Around You

We provide a full range of financial and tax services designed to keep your money managed, your records clean, and your peace of mind intact.

Gain a complete view of your financial health with reliable accounting support. From tracking income and expenses to answering complex questions, we’ll help you stay organized and financially confident all year long.

Income & Expense Tracking

Financial Review Meetings

Integration with Tax Prep Services

Strategic Business Advice

Comprehensive tax preparation for individuals, businesses, estates, and trusts. Whether in-person or virtual, we ensure every return is filed accurately and on time — maximizing your eligible deductions and peace of mind.

Tax Extension Filing is included at no additional cost when we prepare your return.*

Individual, Business, Estate & Trust Returns

Federal & State Filing

E-filing & Secure Document Uploads

Virtual or In-Person Options

Accurate, timely bookkeeping services that keep your finances clear and compliant. We use QuickBooks Desktop and Online to fit your preferences and help you make data-driven decisions.

Monthly Bookkeeping & Reconciliation

Financial Statements Preparation

QuickBooks Setup, Training, & Support

Custom Reporting

When tax issues arise, you’re not alone. Our Enrolled Agent representation means you have a trusted professional standing by your side during audits, notices, or IRS correspondence — resolving issues with care and confidence.

Audit & Correspondence Support

Tax Resolution Assistance

Representation for Individuals & Businesses

Personalized IRS Communication Strategy

Choose the Perfect Plan for Your Peace of Mind

From simple filings and organization to full-service business support, our packages are designed to fit your needs, budget, and goals.

JAWEssential

Essential tax and bookkeeping support for individuals, freelancers, and small business owners who want reliable help without the hassle.

Includes the following services:

Basic Monthly Bookkeeping Categorization

Business + Personal Tax Filing

Standard 2-Day Response

Monthly Accounting + Balance Sheet Reporting

Quarterly Tax Planning Guidance

Full IRS Representation

Forecasting and Entity Setup Guidance

Monthly Subscription

$200

/month

Best Value!

JAWGrowth

Beyond compliance, but insightful guidance for growing LLCs, S-Corps, and service-based businesses seeking smarter tax strategies.

Includes the following services:

Basic Monthly Bookkeeping Categorization

Business + Personal Tax Filing

Priority 1-Day Response

Monthly Accounting + Balance Sheet Reporting

Quarterly Tax Planning Guidance

Full IRS Representation

Forecasting and Entity Setup Guidance

Monthly Subscription

$450

/month

JAWPremium

A full-service tax partner for high-earning entrepreneurs and businesses ready to maximize savings and minimize stress.

Includes the following services:

Basic Monthly Bookkeeping Categorization

Business + Personal Tax Filing

Priority 1-Day Response

Monthly Accounting + Balance Sheet Reporting

Quarterly Tax Planning Guidance

Full IRS Representation

Forecasting and Entity Setup Guidance

Monthly Subscription

$1000

/month

Individual Services

Perfect for all clients who need straightforward, reliable support.
* Audit protection included with ALL services.

Simple 1040 Individual
Tax Return

Best for straightforward tax situations. This service is designed for individuals with only one simple W-2 and no deductions, additional income, or write-offs.

$0

No Fee

This service includes one W-2 only. Additional W-2s, deductions, credits, or other income types will require an upgraded service.

State-Only Tax Return

Best for clients who need to file a state return only. This service is ideal if your federal return has already been completed and you only need assistance filing your state taxes.

$50

Starting At

Additional states, prior-year filings, or complex state requirements may increase pricing. Must also be planning to or have already filed a federal tax return.

Amended Tax Return
(Form 1040-X)

Best for correcting or updating previously filed tax returns due to errors, missed income, or new information.

$150

Starting At

Amended returns are included at no additional cost for returning JAW Virtual clients.
Pricing may vary based on the number of changes, additional forms required, or prior-year complexity.

Standard 1040 Individual
Tax Return

Best for more involved tax situations. This service is ideal for individuals with multiple W-2s, itemized deductions, tax credits, or additional income types.

$225

Starting At

Pricing may vary based on complexity, additional forms, or special circumstances.

Prior Year Tax Return

Best for individuals who need to file tax returns from previous years. This service is ideal if you missed filing in prior years or need to get caught up.

$225

Starting At

Includes preparation and filing of one prior-year federal return.
Pricing may vary depending on the number of additional years.

Sole Proprietor 1099
Tax Return (Schedule C)

Best for freelancers, contractors, and sole proprietors. This service is designed for individuals with 1099 income or self-employment earnings and includes Schedule C reporting.

$325

Starting At

Pricing may increase based on bookkeeping conditions, transaction volume, additional forms, or business complexity.

Business
Non-Profit Return

Best for nonprofit and tax-exempt organizations. This service includes preparation and filing of Form 990.

$600

Starting At

Business
S-Corporation Return

Best for S-Corporations requiring accurate business tax reporting. This service includes preparation and filing of Form 1120-S.

$800

Starting At

Business
C-Corporation Return

Best for corporations taxed as C-Corps. This service covers preparation and filing of Form 1120.

$800

Starting At

Business Partnership Return

Best for businesses structured as partnerships or multi-member LLCs, including preparation and filing of Form 1065 and Schedule K-1s.

$800

Starting At

Business Estate & Trust Return

Best for estates and trusts requiring fiduciary tax reporting. This service includes preparation and filing of Form 1041.

$800

Starting At

Bookkeeping Services

From solo entrepreneurs to growing companies with complex bookkeeping needs, each tier is designed to provide clarity, consistency, and confidence in your numbers.

Basic Bookkeeping

A simple solution for staying organized, ideal for sole proprietors, freelancers, and low-volume businesses needing consistent bookkeeping without complexity. We handle basic transaction categorization and monthly reporting to keep your books clean and up to date.

Monthly Subscription

$350

/MONTH

Designed for businesses with low monthly activity and clean records.

Growth Bookkeeping

Reliable bookkeeping for businesses gaining momentum. This plan supports businesses with increased activity that need regular reconciliation, clearer reporting, and ongoing organization to stay on track.

Monthly Subscription

$750

/MONTH

Built for growing businesses with moderate activity and expanding needs.

Advanced Bookkeeping

More insight, more oversight. Designed for businesses with higher transaction volume or multiple accounts, this plan provides deeper review, cleaner financials, and more hands-on support to help you make informed decisions.

Monthly Subscription

$1,500

/MONTH

Best for established businesses requiring detailed oversight.

Comprehensive Bookkeeping

Full-service bookkeeping for complex operations. This plan is built for businesses with significant transaction volume, backlog cleanup needs, or complex financial structures. We provide hands-on support to bring clarity, consistency, and control to your financials.

Monthly Subscription

$2,750

/MONTH

Designed for very high-volume and complex businesses with advanced needs.

Businesses that exceed plan requirements may be moved to a higher tier to ensure accuracy and service quality.
All bookkeeping services are billed monthly.

Add-On Services

Extra support when you need it most.
Explore our flexible add-ons to complement your core needs.

IRS Representation Consult

Guidance and support when dealing with the IRS. This consultation is designed for clients who have received IRS notices, audits, or correspondence and need professional insight on next steps. We review your situation, clearly explain your options, and help you determine the best course of action.

$100-$400

/HOUR

Schedule Session

QuickBooks Cleanup

Bring clarity to messy or incomplete books. This service is ideal for businesses with disorganized or outdated QuickBooks records. We review and clean up your accounts to ensure transactions are properly categorized, and your financials are accurate and usable.

$500

FOR EACH YEAR

Tax Planning Session

Proactive tax guidance tailored to your goals. This session is designed to help individuals and businesses understand their tax position and identify opportunities to reduce liability and plan. We provide clear, actionable insights to support smarter financial decisions year-round.

$100-$250

/SESSION

Schedule Session

Because every financial situation is different, prices may vary depending on complexity.
We’ll discuss your specific needs to ensure transparent and fair pricing throughout the entire process.

Not sure where to start?

Take our FREE consultation to determine the right plan for you.

Start My Free Consultation

Let’s Get Started on your Financial Peace of Mind.

Simple. Secure. Stress-Free.

How We Work

Choose the Perfect Plan for Your Peace of Mind

JAWEssential

$200

JAWGrowth

$450

JAWPremium

$1000

Individual Services

Simple 1040 Individual Tax Return

$0

State-Only Tax Return

$50

Amended Tax Return (Form 1040-X)

$150

Standard 1040 Individual Tax Return

$225

Prior Year Tax Return

$225

Sole Proprietor 1099 Tax Return (Schedule C)

$325

Business Non-Profit Return

$600

Business S-Corporation Return

$800

Business C-Corporation Return

$800

Business Partnership Return

$800

Business Estate & Trust Return

$800

Bookkeeping Services

Basic Bookkeeping

$350

Growth Bookkeeping

$750

Advanced Bookkeeping

$1,500

Comprehensive Bookkeeping

$2,750

Add-On Services

IRS Representation Consult

$100-$400

QuickBooks Cleanup

$500

Tax Planning Session

$100-$250

Not sure where to start?

JAW Virtual

Our Services

Help & Support

Resources

Simple 1040 Individual
Tax Return

Amended Tax Return
(Form 1040-X)

Standard 1040 Individual
Tax Return

Sole Proprietor 1099
Tax Return (Schedule C)

Business
Non-Profit Return

Business
S-Corporation Return

Business
C-Corporation Return