For US businesses
One dedicated team reconciles every account, runs payroll and files your federal and state taxes, for a fixed monthly fee.
September, closed.
Reconciled, reviewed, filed.
QuickBooks
Shopify
Stripe
Amazon
Gusto
PayPal
Square
Xero
Etsy
ADP
WooCommerce
Expensify
eBay
Chase
Bank of America
Brex
Wise
TikTok Shop
Upwork
Gumroad
E-commerce
ShopifyAmazonEtsyWooCommerceeBayTikTok Shop
Online businesses
StripePayPalWiseUpworkGumroadExpensify
Local businesses
SquareQuickBooksGustoADPChaseBank of America
Foreign-owned LLCs
StripeWiseBrexPayPalShopifyQuickBooksSwipe through. Keep scrolling. Start with bookkeeping and add the rest as you grow.
Monthly
Every transaction categorized in QuickBooks Online, receipts and bills matched, and your books closed by the 10th of the next month.
Monthly
Bank accounts, credit cards, Stripe, PayPal, Shopify and Amazon settlements reconciled line by line to the statement.
Every pay run
Pay runs in Gusto or ADP, Form 941 and state payroll filings, W-2s for employees and 1099-NECs for contractors.
Monthly or quarterly
Economic nexus tracked state by state, registrations where you cross a threshold, and returns filed on each state's schedule.
Monthly
Profit and loss, balance sheet and cash flow, with a short note on what changed and what needs your attention.
Annually
Accruals, depreciation and adjusting entries booked so your financials are clean, complete and ready for tax.
Annually
Federal and state returns for C-corps, S-corps and partnerships (Forms 1120, 1120-S and 1065), plus estimated payments.
Annually
Form 5472 with pro forma 1120 for single-member LLCs, FBAR reporting, and annual state reports for your entity.
One-off
Months or years behind? We rebuild the books from bank statements before your monthly service begins.
Five steps run on a fixed calendar. Watch them connect as you scroll.
Days 1–3
Bank feeds, cards, payment processors, marketplaces and payroll flow into your ledger. You forward receipts by email or WhatsApp.
Days 3–7
Every line is coded and matched to the statement. Anything we can't explain becomes a short question for you, never a guess.
Day 8
A senior accountant reviews the close: balances, payroll liabilities, sales tax payable, and anything unusual against last month.
By day 10
Your P&L, balance sheet and cash flow arrive with a plain-English note on what moved and why.
On deadline
Payroll taxes, sales tax and annual returns are filed on time, and you get the confirmation every time.
We prepare and file with these agencies on your behalf, and track every deadline so you never pay a late-filing penalty.
Internal Revenue Service
Forms 941, 940, 1120, 1120-S, 1065, 5472, W-2 and 1099
Financial Crimes Enforcement Network
FBAR (FinCEN Form 114)
Delaware Division of Corporations
Annual reports and franchise tax
For businesses with a calendar tax year.
Jan 31
W-2 and 1099-NEC
Sent to employees and contractors, and filed with the SSA and IRS.
Mar 1
Delaware franchise tax
Annual report and franchise tax for Delaware corporations.
Mar 15
Forms 1120-S and 1065
S-corporation and partnership returns, with K-1s for owners.
Apr 15
Forms 1120 and 5472
C-corporation returns and foreign-owned LLC reporting. FBAR is also due.
Quarterly
Form 941
Federal payroll tax returns due Apr 30, Jul 31, Oct 31 and Jan 31.
By state
Sales tax returns
Monthly, quarterly or annual, depending on each state and your sales volume.
A freelancer is affordable but stretched thin. A CPA firm is thorough but slow and billed by the hour. We built the middle option.
| What you get | Tax2Solutions | Freelance bookkeeper | Traditional CPA firm |
|---|---|---|---|
| Books closed every month by a set date | |||
| Payroll, sales tax and business tax in one team | |||
| Senior accountant reviews every close | |||
| Fixed monthly fee, quoted upfront | |||
| Cover when someone is sick or on holiday | |||
| Same-day answers on WhatsApp and email | |||
| Experience with Shopify, Amazon and Stripe payouts |
A dash means it depends on the individual or firm.
Typical situations we take on. Details are illustrative and shared without client names.
About 1,200 transactions a month
BeforePayouts booked as one lump sum, so gross margin and sales tax owed were unknown.
AfterPayouts split by fee type, inventory tracked, and nexus monitored in 9 states.
Delaware C-corp, 14 employees
BeforeAnnual plans recognized as cash on receipt, and 1099s filed late each year.
AfterRevenue recognized monthly, Gusto payroll reconciled, and 1099s filed by Jan 31.
Single-member LLC, owner abroad
BeforeForm 5472 never filed, exposing the owner to a $25,000 IRS penalty per year.
AfterCatch-up 5472 and pro forma 1120 filed, with books kept monthly going forward.
The same three people work on your books every month, so you never explain your business twice.
Assigned to your account
Works in your books every week and is your day-to-day contact for receipts and questions.
Assigned to your account
Runs each pay run, files payroll taxes, and handles new hires, departures and year-end forms.
Assigned to your account
Reviews every monthly close and signs off your year-end financials and tax returns before filing.
Statements, payroll reports, tax returns and every filing confirmation, organized by month and always available. When we need something from you, it shows up here.
WhatsApp support
Message your team directly for quick questions, approvals and receipt photos.
Email support
Send statements, invoices and documents. Every email gets a reply within one business day.
Your document portal
One secure place for statements, tax returns, filings and confirmations, available any time.
Monthly review call
Thirty minutes with your accountant to walk through your numbers and what's coming up.
Bank statements, payroll and tax records are sensitive. Here's how we protect them.
Encrypted storage
Documents are encrypted in transit and at rest.
Access you control
Only your assigned team can open your files. Revoke access any time.
Signed confidentiality
Every team member signs an NDA before working on client accounts.
You own your books
Your ledger stays in your own QuickBooks file. Leave whenever you like.
A fixed monthly fee based on your transaction volume, number of accounts and employees. We quote it after a 20-minute call, before any work starts, and it only changes if your business does.
We collect last year's files and a handover from your current provider, take over the software access, and start with the next open month. Most switches are complete within two weeks.
We work inside your existing QuickBooks Online, Xero or NetSuite file. If you don't have one yet, we set it up and connect your bank, payment and sales channels.
Yes. We regularly handle foreign-owned US LLCs and corporations, including Form 5472 with pro forma 1120, FBAR reporting and annual state filings.
We track economic nexus across all states you sell into, register where you cross a threshold, and file returns on each state's schedule.
Yes. Catch-up bookkeeping is quoted separately. We rebuild the missing months from your statements first, then move you onto the monthly service.
Tell us a little about your business. We'll reply within one business day to book a 20-minute call, then send a fixed price before any work starts.
