Monthly Bookkeeping Packages

Essential

$125/month
  • Bookkeeping for 1 bank account
  • Monthly transaction categorization & reconciliation
  • Ongoing document storage & year-round access
  • Secure online portal for document uploads & messages
  • Annual business tax return included

Growth

$275/month
  •  Includes everything in Essential, plus:
  •  + Bookkeeping for up to 2 accounts
  •  + Basic monthly Profit & Loss reports
  •  + Payroll processing included (up to 5 employees)
  •  + Quarterly estimated tax filings

Strategic

$450/month
  • Includes everything in Growth, plus:
  • Bookkeeping for up to 4 accounts
  • Weekly reconciliation
  • Full monthly financial reports
  • Tax planning session (1 per year)
  • QuickBooks setup/review (for existing businesses only)

New Business Startup Packages

Starter

$150
  • EIN application (IRS)
  • Business entity registration handled for you (LLC, Corp, or other – state filing fees not included)
  • Business bank account checklist
  • Annual Report reminder
  • Digital business folder (PDF copies of all documents and templates)

Pro

$325
  • Includes everything in Starter, plus:
  • S-Corp election filing (Form 2553)
  • State sales tax registration (based on business activity and location)
  • State unemployment tax account setup (for businesses planning to hire employees)
  • One custom domain email (e.g., info@yourbiz.com)

Premium

$500
  • Includes everything in Pro, plus:
  • Domain registration (.com)
  • Up to 3 custom domain emails
  • Payroll account setup (federal and state)
  • 30-minute consultation on bookkeeping, taxes & structure
  • 1 Free Month of Bookkeeping (Essential Plan)

HAVE A QUESTION? WE’RE HERE TO HELP

(813) 685-7810

(800) 219-3499

info@districttax.com

Florida

4039 McIntosh Rd

Dover, FL 33527

DC, Northern VA and MD

1550 Wilson Blvd Ste. 700

Arlington, VA 22209