Bookkeeping & Tax Pricing in Pasadena, CA

Starter

For freelancers and solo operators with straightforward finances.

• ✓Up to 200 transactions/month
• ✓1 bank account + 1 credit card
• ✓Monthly P&L + Balance Sheet
• ✓Bank & credit card reconciliation
• ✓QuickBooks Online or Puzzle.io included
• ✓Email support

Growth

For growing businesses with multiple accounts and more complexity.

• ✓201–350 transactions/month
• ✓2 bank accounts + 2 credit cards
• ✓Full financial statement package
• ✓Payroll reconciliation
• ✓Accounts payable/receivable tracking
• ✓Priority phone + email support

Scale

For established businesses with higher transaction volume.

• ✓351–475 transactions/month
• ✓3 bank accounts + 3 credit cards
• ✓Full financial statement package
• ✓Multi-account reconciliation
• ✓Dedicated bookkeeper
• ✓Priority support

Scale Plus

For high-volume businesses approaching enterprise complexity.

• ✓476–550 transactions/month
• ✓4 bank accounts + 4 credit cards
• ✓Full financial statement package
• ✓Multi-account reconciliation
• ✓Dedicated senior bookkeeper
• ✓Priority support + quarterly review

Enterprise

For businesses with 551+ transactions, multiple entities, or specialized needs.

• ✓551+ transactions/month
• ✓Unlimited accounts
• ✓Multi-entity reporting
• ✓CFO advisory calls
• ✓Custom reporting
• ✓Dedicated senior bookkeeper

Individual (1040)

Simple to complex individual returns including investments and rentals.

• ✓Federal + state return
• ✓Investment income (Schedule D) — $130
• ✓Rental income (Schedule E) — $160
• ✓Self-employment (Schedule C) — $210
• ✓IRS e-file included

Business Return

S-Corps, partnerships, C-Corps, and tax-exempt organizations.

• ✓S-Corp 1120-S — $970
• ✓Partnership 1065 — $785
• ✓C-Corp 1120 — $980
• ✓Tax-Exempt 990 — $790
• ✓State filing included — $120

Bundle (Books + Tax)

Combine monthly bookkeeping with annual tax prep for a discounted rate.

• ✓Monthly bookkeeping included
• ✓Annual business tax return
• ✓Year-round tax planning
• ✓Priority support
• ✓Discounted bundle rate

Tax Filing Extension

Get more time to file — credit toward your preparation.

• ✓Federal + state extension filed
• ✓Extended deadline to October 15
• ✓$200 credited toward your prep fee
• ✓Credit applied automatically at checkout
• ✓No further obligation if you file elsewhere

The $200 is a credit toward Balance Beam tax preparation — not a refund.

IRS Audit Representation

Licensed representation when the IRS audits your return.

• ✓Review of audit notice
• ✓Direct IRS communication on your behalf
• ✓Response preparation and submission
• ✓Representation at audit meetings
• ✓Additional hours billed at $165/hr

IRS Representation

For ongoing IRS matters billed by the hour.

• ✓Installment agreement negotiation
• ✓Penalty abatement requests
• ✓CP2000 response preparation
• ✓IRS appeals representation
• ✓Scoped on initial consultation

Custom IRS Resolution

Offer in Compromise, appeals, and complex matters.

• ✓Offer in Compromise
• ✓Collection Due Process hearings
• ✓Trust Fund Recovery Penalty matters
• ✓Currently Not Collectible petitions
• ✓Pricing scoped after discovery call