Monthly bookkeeping and tax, one fee
One monthly fee covers your books, your tax returns and a CPA you can actually reach. Packages are sized to your transaction volume and the size of the business, and we will tell you which one fits on a free call.
- Monthly bank and credit card reconciliation, with an income statement and balance sheet.
- Your Form 1040 and New Jersey return in every package, and your business return (1065, 1120-S or 1120) in Standard and above.
- Payroll filing and W-2 / 1099 preparation in Standard and above.
- An annual tax projection, and year-round CPA access by email.
Behind on your books?
If the 2026 books are months behind, the time to fix them is before tax season, not during it. We bring the books current, reconcile them, and leave you with numbers a return can be built from.
Why owners work with us
- Ron Federico, Jr., CPA personally reviews every return before it is filed.
- No offshore outsourcing. Your work stays with the CPA you hired.
- Direct, year-round access to the person doing your work, with no account-manager layer.
- Virtual-first, with an office in Hammonton by appointment.
Complimentary prior-year return review
Send us last year’s return and we will read it and tell you what we notice — at no cost and with no obligation.
This is a review of the return as filed, not the preparation or amendment of a return. If you decide you want work done, we will quote it before starting.
Tell us about your business
What you do, roughly how many transactions a month, and where your books stand. We respond within one business day.
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