Books & Taxes, On the Level.
Clean books. Clean filings. Straight answers. A small, responsive practice built for people who want things done correctly - without the runaround.
Services
Bookkeeping - tax - cleanup - support
Monthly bookkeeping
Categorization, reconciliations, and clean monthly reporting. Built for QuickBooks Online workflows.
Tax preparation
Individuals and small businesses. Organized intake, clear document requests, and an audit-ready file.
Cleanup & catch-up
Behind on bookkeeping? We bring it current, fix chart issues, and standardize your process.
Pricing
Upfront, below-market, no surprises
| Service | Price | What’s included |
|---|---|---|
| Monthly bookkeeping Small business |
From $300 / month | Reconciliation, categorization, monthly reports, portal requests, clean handoff for tax. |
| Cleanup / catch-up Past periods |
From $75 / hour | Bring books current, resolve missing items, normalize categories, reconcile, document. |
| Tax preparation Individual |
From $150 | Portal checklist, organized source documents, prepared return, delivery, records. |
| Tax preparation Business |
From $350 | Entity return with portal workflow, organizer, documented filing support. |
| Advisory Hourly |
$95 / hour | Controls, workflows, reporting, bookkeeping - tax coordination, decision clarity. |
Final pricing is confirmed before work begins and documented in the engagement letter.
Process
Simple, repeatable, and documented
Portal invite, engagement terms, and a short checklist so we only ask for what we need.
We do the work, flag issues early, and keep a running list of questions so nothing gets lost.
Deliverables in the portal with a short summary and next-step recommendations.
FAQ
What clients usually ask first
Do you offer SMS updates?
Yes. SMS is optional and used for appointment reminders and status updates. See SMS Terms.
Do you share my information?
No selling of personal information. See Privacy Policy for details.
How do I send documents?
Use the client portal at portal.mezzledger.com.
Contact
Start a file or ask a question