Financial Management
Bookkeeping Services
Clean Books, Kept by a Financial-Management Professional
Bookkeeping is where most small businesses quietly lose money — in missed deductions, messy records, and last-minute tax scrambles.
KB Tax Services keeps your books accurate and current all year, applying the same financial-controls discipline used at the federal level. When tax season arrives, your numbers are already ready.
What we handle
Monthly bookkeeping: Monthly transaction categorization and reconciliation
QuickBooks: Setup, migration, and clean-up in QuickBooks
Catch-up: Bringing neglected or backlogged books current
Financial reporting: Reports you can actually use to run your business
Payroll: Payroll setup and ongoing support
Package
Starting At
Best For
Essential (Monthly)
$250/mo
Sole proprietors and small LLCs
Growth (Monthly)
$550/mo
Growing businesses with more volume
Books Clean-Up
$350
Per month of backlog; quoted after review
Payroll Add-On
$100/mo
Businesses running payroll
Want to learn bookkeeping yourself?
Our Bookkeeping 101 course teaches you to keep clean, professional books from scratch — with self-paced and cohort options. It is the same discipline we apply for clients, packaged so you can do it yourself or launch your own practice.
Book Your Tax Consultation
Nonprofit Returns (Form 990)
Tax-exempt organizations have their own annual filing — the Form 990 series — with schedules and public-disclosure rules that most preparers rarely touch. We prepare all of them, from the simple e-Postcard to the full return, with the same federal-level rigor.
Return Type Starting At Who Files It
Form 990-N (e-Postcard) $150 Gross receipts under $50,000
Form 990-EZ $450 Receipts under $200K and assets under $500K
Full Form 990 $950 Receipts $200K+ or assets $500K+
Form 990-PF (Private Foundations) $1,500 Private foundations, any size