At Jaxes Financial Services we specialize in virtual tax and accounting services. ‘Virtual’ means that our services are minimal-contact, cost-effective, online, and on-demand.
To keep our fees low, we use technology to streamline our work and reduce overhead, such as a brick-and-mortar office. We work to make the collection and maintenance of your financial information as secure and efficient as possible.
Our services are synergistic. We pass our savings on to you. Discounts are available for clients requiring several services.
We use flat-rate billing and do not charge extra for communication, meetings, report requests, edits, or fixes. However, we track time and will reassess our recurring billing accordingly.
ATTENTION! Jaxes Books has a new service: Beneficial Ownership Information Reporting (BOI to FINCEN)
Jaxes Taxes Corporation
Simple Individual / Family Income Tax Return Preparation and Filing, Federal and State
Starting at $500/return
Includes conversations to gather the relevant information, secure online file transfers and storage, return preparation, and filing.
Simple Small Business Income Tax Return Preparation and Filing, Federal and State
Starting at $500/business return
Includes conversations to gather the relevant information, secure online file transfers and storage, return preparation, and filing.
Amended Tax Return Preparation and Filing, Federal and State
Starting at $500/return
Did your previous Return Preparer mess up? Though they were likely well-meaning, you got a lower refund back than you deserved. We’ll review your return for free. We’ll only take you on if we are confident that you can get a larger refund.
While it may seem like it should be a simpler task to amend a return, it’s definitely more work: the initial review, data entry, extra forms, research, and expertise that it takes to get you a larger refund are definitely worth the time and money.
Complex Individual or Business Income Tax Return
Starting at $500/return + $125/hr
Includes conversations to gather the relevant information, secure online file transfers and storage, return preparation, and filing.
Sales Tax Return Filing
Starting at $250/annually, $175/quarterly, $125/monthly
Whether you have a tiny online boutique or a multi-food-truck fleet, we can help ensure that your rates are correct, setting the proper amount aside, gathering the necessary information, and easing the worry of sales taxes.
Business Tax Reclassification
$200/business
Changing from:
- Single Member LLC to C Corp.
- Single Member LLC to S Corp,
- C Corp to S Corp,
- LLC Partnership to S Corp,
- etc.
Jaxes Books & Accounting Corporation
Beneficial Ownership Information Reporting (BOI to FINCEN)
Starting at $200 Initial Filing + $75/month Maintenance
- Initial Setup and Filing: For a $200 fee, we ensure your business meets initial compliance requirements.
- Monthly Compliance Support: For $75 per month, we provide ongoing monitoring and reporting services to keep your business in continuous compliance, reflecting any changes in ownership or business structure.
Monthly Payroll Services with an All-inclusive HR System
Starting at $200/month
You need payroll services to simplify the headache from when:
- You own an S corporation or hire your first employee, needing to file regular employment tax returns and workers comp, including year-end W-2s.
- You pay more than $600 to contractors and need to file 1099s.
- You frequently hire help and need to track background checks, drug testing, certifications, or education.
- You track employee time, bonuses, commissions, and benefits.
- You need help knowing your options and managing business insurance and benefits, such as group health, dental, vision, or life insurance.
- You want to offload the constant reports, forms, filings, and worry of employment taxes.
Monthly Bookkeeping
Starting at $500/month
These services are vital for managing a business, and for preparing to file Income Tax Returns.
- Categorizing and Splitting Transactions
- Inputting Bills, Receipts, Checks, Deposits, Etc. and Attaching Source Documentation
- Requesting Transaction Documents and Clarifications
- Reconciling Bank Accounts, Credit Cards, Accounts Receivable, Accounts Payable, Payroll, Loans, Etc.
Monthly Accounting
Starting at $500/month
- Chart of Accounts: Generation, Organization, and Maintenance with Methods Tracking
- Monthly Adjusting Journal Entries
- Detailed Transaction and Account Reviews
- Deliverables: Balance Sheet, Income Statement, Cash Flow Statement
Financial Books Cleanup
Starting at $4000/yr or $125/hr
We put your Accounts and Financial Statements back in order.
Pricing is a 20% discounted rate compared to had we performed the work monthly ($400 * 12 = $4,800). The rate increases with work based on the number of months, the number of transactions, and the clarity of banking information.
On-Staff Accountant Support
Starting at $500/month
- Training and Supporting a Client’s On-Staff Bookkeeper or Accountant
CFO Services
Starting at $1500/month
- Budget Crafting and Variance Analysis
- Cash Flow, Accounts Payable, and Accounts Receivable Management
- Business Process Analysis, Consultation, Distillation, Documentation, and Management.
Individual Financial Advisory
Starting at $250/hr
- Introducing and guiding through financial investment options and their financial, legal, and tax implications.
- Discussion of Client Goals and determining a plan to acheive those goals through financial action.
- Discussion of debt and leverage, investment portfolios, small business options, gift taxes and trusts, real estate, etc..
Additional Notes about Rates:
- Rates are minimum rates and increase with the complexity of accounting, the number of months, the number of transactions, or the clarity of banking information.
- If manual entry of banking transactions is required, then expect double the usual rate.
- Rates do not include QuickBooks Online Subscriptions.
- We will not accept responsibility for client banking passwords or usernames for reasons of client and firm security, separation of duties, and complete elimination of the remote possibility of mishandling of funds.
- There is an exception for cash-flow management with CFO Services
- Accounting services cannot be combined with CFO Services.
Note For Tax Return Preparation:
- We will send you an engagement letter to review and sign. This engagement letter details what services we provide and how we provide them.
- Upon acceptance of the engagement letter, you will pay a $100 non-refundable deposit to cover onboarding costs prior to our meeting.