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Small business bookkeeping and tax services
Messy books cost you money at tax time. Every unreconciled month is a deduction you might miss or a number your EA has to guess. ProTax USA handles bookkeeping and tax preparation for small businesses year-round, not just in April. Clean financials every month, tax-ready reports at year-end, and a real EA — a licensed tax professional — you can call when the IRS sends something confusing. Book online or call now.
What You Get
What do bookkeeping services actually cover for small businesses?
Most business owners come to ProTax USA with the same problem: bank feeds haven't been touched in months, expenses are uncategorized, and nobody knows what the actual profit margin looks like. These bookkeeping services fix that at the foundation. ProTax USA handles monthly transaction categorization, bank and credit card reconciliation, accounts payable and receivable tracking, and financial statement preparation. You get a profit-and-loss and balance sheet every month, not just a shoebox of receipts at year-end. For businesses doing over $300k in revenue, payroll support can be added to the same package. The Bench shutdown left thousands of business owners scrambling for a replacement in 2024. ProTax USA absorbed many of those clients and built onboarding specifically for former Bench users — historical data migration included. Book online or call now to get started with expert bookkeeping before your next due date.
What You Get
How does the bookkeeping and tax process work?
ProTax USA starts every new client with a 30-minute intake call. No forms to fill before you talk to anyone. The goal is simple: understand your business structure, how many transactions you run monthly, and whether you have any back bookkeeping to catch up on. After the call, ProTax USA connects securely to your bank and card accounts via read-only access. The first month usually involves a cleanup pass — fixing misclassifications, reconciling old months, and flagging anything that looks off. Most clients are fully current within two weeks. From there, bookkeeping runs monthly. You get a notification when your financials are ready, and you can review them in your client portal or just wait for the quarterly summary call. Come tax season, your books are already clean. Tax preparation uses the actual financials, not estimates. That cuts prep time, typically finds tax deductions your prior preparer missed, and can mean a bigger tax refund instead of a surprise bill. Call or book online today.
What You Get
Why pick ProTax USA over DIY tax software or a big-box firm?
Tax software handles simple returns. But the moment you have a multi-member LLC, S-corp election, depreciation schedules, or a contractor workforce, you're spending hours in forms designed for W-2 employees. DIY tax prep at that point isn't saving money — it's creating risk. Big-box tax preparation services (think block advisors or liberty tax franchises) handle volume, not complexity. You get whoever is available that day. ProTax USA assigns one EA to your account. That person knows your business, knows your prior returns, and knows what changed this year. You're working with one tax pro, not a rotating cast of preparers each season. For business owners who switched from Bench or similar platforms, ProTax USA offers virtual premium or full-service bookkeeping that includes the tax side in one package. No separate accountant for books, another for taxes. One monthly fee, one point of contact, one set of financials that's actually useful. Year-round tax planning is included, not billed as an add-on, so unexpected tax situations don't catch you off guard. Book online or call now.
What You Get
How much do bookkeeping and tax services cost for small businesses?
ProTax USA pricing is based on monthly transaction volume and whether you need tax preparation bundled in. Most small businesses land in one of three tiers. Starter: up to 75 transactions/month, $149/month. Includes monthly reconciliation, P&L, and balance sheet. Annual income tax return for new clients is bundled at no extra charge the first year. Growth: up to 250 transactions/month, $299/month. Adds quarterly tax estimates, sales tax filing in up to 3 states, and one strategy call per quarter. Full-service: over 250 transactions, custom pricing. Includes bookkeeping and payroll support, multi-state tax filing, and dedicated EA access for tax situations year-round. If you purchase a 12-month bookkeeping service plan upfront, ProTax USA applies a 10% discount. Tax preparation and payroll support can be added to any tier. No contracts on month-to-month plans. Call or book online today for a quote based on your actual transaction count.
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FAQ
Common questions small businesses ask about bookkeeping and tax services
Tax What's included in ProTax USA's bookkeeping package for small businesses?
ProTax USA's bookkeeping services cover monthly transaction categorization, bank reconciliation, accounts receivable and payable tracking, and monthly financial statements. Tax preparation is available as a bundled add-on. Most small business clients get a full P&L and balance sheet by the 10th of each month.
Cost How much does small business tax preparation cost?
Small business tax preparation at ProTax USA starts around $400 for a sole proprietor with clean books and goes up from there based on complexity. LLCs taxed as S-corps, multi-state filings, and businesses with depreciation schedules typically run $800 to $1,500. Bundled bookkeeping clients get a discounted rate.
Tax Can ProTax USA handle bookkeeping for former Bench clients?
Yes. ProTax USA built a dedicated onboarding path for former Bench users, including historical data migration and catch-up bookkeeping. Most former Bench clients are fully onboarded within two weeks and current on their books within 30 days.
Tax Does ProTax USA offer payroll services to small businesses?
Yes. Payroll support is available as an add-on to any bookkeeping plan or as a standalone service. These services can help small businesses stay compliant without hiring in-house payroll staff. ProTax USA handles payroll processing, direct deposit, quarterly 941 filings, and year-end W-2 and 1099 preparation. Pricing depends on headcount.
Tax How is ProTax USA different from H&R Block or block advisors for business taxes?
ProTax USA assigns one EA per account, not whoever is available at your nearest franchise. You always work with the same tax professional, not a different preparer every visit. H&R Block and block advisors handle high volume — that works for simple returns. Business owners with S-corps, multi-state nexus, or year-round tax planning needs get a different level of attention with a dedicated EA who knows their file.
Tax What tax deductions do small business owners commonly miss?
Home office, vehicle mileage, Section 179 equipment expensing, and self-employed health insurance deductions are frequently missed or underclaimed. ProTax USA reviews the prior year's return on every new engagement specifically to find what was left on the table. Most new clients recover $1,000 to $5,000 in tax savings in year one, which often means a bigger tax refund the following season.
Remote Do I need to come into an office, or is ProTax USA fully remote?
ProTax USA operates fully online. Bookkeeping connects via secure read-only bank access. Documents come through an encrypted client portal. Calls happen over phone or video. There's no office visit required at any point in the process.