Accounting Support That Scales With Your Business
Every business is different, but the goal stays the same: clean books, fewer surprises, and confidence that nothing important is being missed. Choose the service level that matches your current operating complexity.
Choose the Right Level of Financial Support
Start lean with essential bookkeeping or move into advanced reconciliation, tax strategy, automation, bill pay, and integrated financial systems as your business grows.
Purpose-Built for Lean Operations
Entry-level financial support for small businesses with low transaction volume and straightforward bookkeeping needs.
- Essential non-sales-tax bookkeeping starting at $75/week
- Quarterly sales tax support option at $80/week
- Monthly sales tax support option at $85/week
- Bookkeeping and transaction reconciliation
- Client portal access
- Payroll service support
- Audit protection and IRS representation support
- Annual filing support
Comprehensive Stewardship
Full-service accounting support for stable businesses that need reliable monthly financial management and year-end coordination.
- Full monthly accounting
- Bookkeeping and reconciliations
- Sales tax support
- Client portal access
- Payroll service support
- Audit protection and IRS representation support
- Annual filing support
- Year-end strategy and financial close-out
Precision for Scaling Businesses
Adds deeper reporting, estimated-tax analysis, technology support, and automation for businesses becoming more operationally complex.
- Full monthly accounting
- DAVO sales tax program support or POS manual reporting and guidance
- QuickBooks Online client portal
- Payroll service support
- Audit protection and IRS representation support
- Annual filing support
- Tax estimated analysis
- Choose 2 of 3: STRATA:G®, DAVO, or Melio
The Enterprise Standard
TaxCap's most robust service tier for high-volume, multi-platform businesses requiring advanced reconciliation and hands-on financial oversight.
- Full bookkeeping plus advanced reconciliation
- DAVO sales tax program support
- QuickBooks Online + POS reconciliation
- Payroll support
- Full audit protection and proactive compliance tools
- Advanced reconciliation and reporting
- STRATA:G® financial strategy and guidance
- POS, QBO, BILL.com and LOOP integration support
- DAVO, Melio, LOOP POS Sync, STRATA:G®, APS & TaxPay support
- Melio Bill Pay program support and guidance
- Income tax payment support
Tax Preparation Built Into the Bigger Picture
Your bookkeeping package establishes the financial foundation. Tax preparation and year-end services are coordinated based on your entity type and selected service package.
What's Included as Your Package Grows
Higher service tiers add deeper analysis, automation, integration, and financial oversight.
| Service | Micro | Premium | Silver | Gold |
|---|---|---|---|---|
| Bookkeeping Volume | Up to 30 checks or 80 transactions | Full Monthly Accounting | Full Monthly Accounting | Full + Advanced Reconciliation |
| Sales Tax Support | ✓ | ✓ | DAVO / Manual Reporting Support | DAVO + Integrated Support |
| Client Portal Access | ✓ | ✓ | ✓ | QBO + POS Integration |
| Payroll Services | ✓ | ✓ | ✓ | ✓ |
| Audit Protection / IRS Support | ✓ | ✓ | ✓ | Full Protection + Compliance Tools |
| Annual Filing Support | ✓ | ✓ | ✓ | Advanced Support |
| Tax Estimated Analysis | — | — | ✓ | ✓ |
| Smart Tools / Add-Ons | — | — | Choose 2 of 3 | Full Tool Suite |
| Bill Pay Services | — | — | — | Melio Bill Pay Support |
| Income Tax Payment Support | — | — | — | ✓ |
Not Sure Which Package Fits?
Schedule a 15-minute call with TaxCap. We'll review your bookkeeping volume, tax requirements, payroll, and systems and recommend the appropriate service tier.
Find My TaxCap Package