Bookkeeping & Tax Package
Your entire financial back office for one monthly price. Monthly bookkeeping, sales tax filings, and your annual business and personal tax returns, all handled by the same CPA who knows your books year-round.
What This Is
The Bookkeeping and Tax Package bundles everything a medical business owner needs from an accountant into one monthly price. You get monthly bookkeeping with transaction categorization and reconciliation, sales tax filings handled each period, and your annual business and personal tax returns prepared and filed. One CPA handles all of it, and that CPA knows your numbers because they have been in your books all year.
This package is built for clinicians running businesses who have no interest in becoming financial administrators. Whether you operate a home care agency, a therapy practice, or a med spa, the work gets done by someone who understands your business and sees the complete picture from January through December.
What's Included
What's Included
Full-service bookkeeping every month, including bank and credit card reconciliation and financial reports. Sales tax filings on schedule. Your business tax return prepared and filed, whether you operate as an S corporation, partnership, or LLC. Your personal tax return prepared and filed, with all income sources and deductions handled together.
How It Works
How It Works
You provide bank access and forward documents as they come in. The books get closed each month, and you receive reports showing where the business stands. Sales tax filings happen without you tracking deadlines. At year end, your returns are prepared by the same person who maintained your books, so nothing needs to be reconstructed or handed off.
Why This Matters
Most small business owners piece together their financial support from multiple sources. A bookkeeper maintains the books, then a separate CPA or tax preparer shows up in March, asks a long list of questions, and files the return. The two rarely communicate, and the owner ends up translating between them. Information falls through the cracks, and nobody catches planning opportunities during the year because nobody is looking at the whole picture.
The Bookkeeping and Tax Package eliminates that fragmentation. Mason keeps your books and prepares your returns, which means the context is already there when filing season arrives. And because he sees your numbers throughout the year, tax strategy becomes an ongoing conversation rather than something that only happens in April.
The Handoff Problem
The Handoff Problem
When your bookkeeper and tax preparer are different people, your tax return begins with reconstruction. What was this expense? How was that payment classified? The tax preparer spends time asking questions you already answered months ago, and errors slip through because no one holds the full picture. A single provider removes the handoff entirely.
The Year-Round Gap
The Year-Round Gap
Tax planning requires decisions during the year, not during filing season. Retirement contributions have deadlines. Equipment purchases can be timed. Estimated payments need to be calculated correctly. When your CPA only sees your numbers in spring, these opportunities pass by unnoticed. When your CPA keeps your books, the planning happens in real time.
What Changes
You stop tracking bookkeeping tasks, sales tax deadlines, and tax filing dates. One monthly fee covers the entire financial back office, and one CPA handles all of it. You gain someone who knows your business, understands medical practice economics, and sees your full financial picture every month of the year.
For medical business owners already working full clinical schedules, this is the point. You did not build your practice to manage accounting software and chase filing deadlines. The Bookkeeping and Tax Package puts that work in capable hands and gives you clean monthly reports, timely filings, and filed returns without the stress. If you are ready to hand off the financial administration and work with a CPA who knows your industry, reach out to schedule a consultation.
Planning That Actually Happens
Planning That Actually Happens
When the same CPA keeps your books and files your returns, tax strategy becomes continuous. A profitable quarter triggers a conversation about estimated payments or retirement contributions. A planned equipment purchase gets timed for maximum benefit. Opportunities get captured because someone is watching the numbers and thinking ahead on your behalf.
Time Back in Your Week
Time Back in Your Week
Bookkeeping and tax preparation are real work that takes real hours. Even owners who manage it themselves spend significant time each month, plus a painful stretch every spring pulling everything together. This package gives those hours back and replaces the worry with a monthly report in your inbox and returns filed on time.
Your Trusted CPA
Next Step:
A Short Conversation
Tell us about your business and what you need help with. We'll ask a few questions, explain how we can help, and tell you exactly what it will cost.