Find the right level of support for your business.
This tool is designed to give you the most accurate estimate, but every business can vary. For an actual quote, please complete this form and a member of our team will reach out shortly.
How is your business taxed?
Choose the option that best describes your business structure.
Want us to handle your bookkeeping?
We can keep your books organized and up to date, or you can continue managing them yourself.
How much support are you looking for?
Choose the level that best fits the needs of your business.
Choose the support your business needs.
Whether you just need your taxes handled correctly or you’re looking for proactive financial and tax guidance throughout the year, our packages are designed to grow with the needs of your business.
Compliance
For business owners who want their financials reviewed and their tax returns professionally prepared.
- Annual bookkeeping review
- Annual adjustments & analysis
- Business tax return
- Individual tax return
- Year-round email support
Growth
For business owners who want to know what they may owe throughout the year instead of waiting until tax season.
- Annual bookkeeping review
- Annual adjustments & analysis
- Quarterly tax projections
- Business tax return
- Individual tax return
- Year-round email support
Advisory
For business owners who want regular financial insight, tax projections, and guidance when making business decisions.
- Quarterly bookkeeping reviews
- Quarterly adjustments & analysis
- Quarterly financial analysis
- Quarterly tax projections
- Quarterly advisory meetings
- Business tax return
- Individual tax return
- Year-round email support
Strategic
For growing businesses that want deeper tax planning and proactive guidance designed to uncover tax-saving opportunities.
- Monthly bookkeeping
- Quarterly adjustments & analysis
- Quarterly financial analysis
- Quarterly tax projections
- Quarterly advisory meetings
- Strategic annual tax planning
- Personalized tax-saving strategies
- Business tax return
- Individual tax return
- Year-round email support
Accounting services simplified.
You shouldn’t need to be a CPA to understand what you’re paying for. Here’s a simple breakdown of what each service actually means for you and your business.
Monthly Bookkeeping
In simple terms: You run your business. We keep your books clean, organized, and up to date.
What’s included?
- Record your business income and expenses
- Reconcile bank and credit card accounts
- Prepare monthly financial reports
- Help make sure transactions are categorized correctly
Financial Adjustments & Analysis
In simple terms: We review and adjust your financials either annually or quarterly, and help you see how your business actually performed.
What’s included?
This service is available annually or quarterly depending on your package.
- Review your bookkeeping for accuracy if Bechtel CPA does not handle your bookkeeping
- Correct or reclassify transactions when needed
- Make necessary accounting adjustments
- Review your financial statements and business performance
- Look at trends, cash flow, owner draws, taxes, and areas that may need attention
- Review the results with you and discuss what the numbers mean
Quarterly Tax Projections
In simple terms: We estimate what you may owe throughout the year so you don’t get a big surprise at tax time.
What’s included?
- Estimate federal and state taxes
- Calculate recommended estimated tax payments
- Review the projection with you
- Help you adjust before year-end when needed
Business Tax Return Preparation
In simple terms: We prepare your business taxes, file them correctly, and explain the results so you aren’t left guessing.
What’s included?
- Prepare your federal business tax return
- Prepare applicable state tax returns
- Electronically file your returns
- Prepare required tax documents such as K-1s when applicable
- Review the finished return with you
Individual Tax Return Preparation
In simple terms: We handle your personal taxes and make sure you understand what happened and what comes next.
What’s included?
- Prepare your federal personal tax return
- Prepare applicable state returns
- Electronically file your returns
- Calculate estimated taxes for the next year when needed
- Review the completed return with you
Strategic Annual Tax Planning
In simple terms: Instead of just calculating your taxes, we actively look for legal ways to help you pay less.
What’s included?
- Review your expected income and tax liability
- Look for tax-saving opportunities
- Consider timing of income and expenses
- Review retirement contribution opportunities
- Consider business structure and other planning strategies
- Create a written list of recommended next steps
Questions About Our Accounting Packages?
Choosing the right level of accounting and tax support can feel overwhelming. Here are a few of the questions we hear most often from business owners.
Which accounting package is right for my business?
The right package depends on how much ongoing accounting, tax planning, bookkeeping oversight, and financial guidance your business needs. Some business owners simply need help staying compliant and prepared for tax season, while others benefit from quarterly or monthly financial reporting, tax projections, and regular meetings with their CPA.
The best way to know exactly which package is right for you is to schedule a Free Consultation. During your consultation, we will help you determine which level of support makes the most sense for your business.
Can my accounting package change as my business grows?
Absolutely. Your accounting needs may change as your revenue grows, you make changes to your business, or if you find yourself wanting more frequent financial insight. Our monthly accounting packages are designed to provide varied support based on your needs. So yes, you can absolutely move into a more or less comprehensive package as your business and financial needs evolve.
The best first step is to schedule a Free Consultation so we can help you determine which is the best accounting package for you at this time.
Are tax preparation services included in the monthly packages?
Yes. All of our accounting packages include both business tax preparation and individual tax preparation, along with additional services depending on the package you select. Higher-level packages also include proactive tax planning and projections so you can prepare throughout the year instead of waiting until tax season to find out what you owe.
We recommend scheduling a Free Consultation so you can understand the full picture of what's included in the packages, and to help determine which is the best accounting package for your business.
Do I have access to a CPA throughout the year?
Yes. One of the biggest benefits of working with Bechtel CPA is having ongoing access to experienced accounting and tax guidance throughout the year. Our packages include unlimited general business consulting, with scheduled meetings and financial reviews included at different frequencies depending on the package you choose. Our goal is to give you answers and guidance before financial questions become surprises.
Can Bechtel CPA help clean up my bookkeeping or QuickBooks?
Yes. We can help with QuickBooks setup and support, bookkeeping issues, financial statement reconstruction, and organizing financial records that may have gotten behind or become difficult to manage.
You don’t need to have everything perfectly organized before reaching out. We’ll look at where things currently stand, help identify what needs to be addressed, and give you a clearer path forward.
What if I need a service that isn’t listed on this page?
The services listed on this page are only a sample of the accounting, tax, and financial support Bechtel CPA provides.
We can also help with sales tax filings, Gusto setup, S-corp packages, consulting and more.
If you don’t see exactly what you need, schedule a 15 Minute Free Consultation and tell us what’s going on. We’ll let you know whether it’s something we can help with and explain the recommended next steps and expected pricing before moving forward.
Will I know what my accounting service will cost before you begin?
Whenever possible, yes. We believe you should understand what you’re paying for before the work begins.
The prices shown on this page are estimates or starting rates because the final cost can vary depending on the complexity of your situation and the amount of work involved. Once we understand what you need, we’ll be as clear and upfront as possible about the expected cost so there are no unnecessary surprises.
Not sure which level of support makes sense?
**We typically charge for a consultation, but we’ll give you your first 15 minute consultation free of charge.
We want to make sure you know exactly what to expect before you commit.
Schedule your first consultation to see if Bechetel CPA is the right choice for your business.