Pricing | Stone Bridge Accounting and Tax

Pricing

We offer simple, straightforward pricing plans for bookkeeping, accounting, and tax services.

Our team is located in New York state, USA. Unlike many other accounting firms, we do not offshore any work to other countries. This allows us to deliver faster workflows, better communication, and higher quality results to our clients.

Choose a bookkeeping plan and a tax plan that best fits your needs.

Bookeeping Essential

starts at $299
/month

  • For businesses needing reliable monthly bookkeeping, basic reporting, and tax-ready books.
  • Dedicated US-based bookkeeper to record transactions
  • QuickBooks Online Subscription
  • 24/7 access to financials online
  • Accounting Method: Cash Basis
  • Bank Reconciliations
  • Payroll Entries
  • Payroll Administration: Add-On
  • Monthly reports: Balance Sheet (BS), Profit & Loss (P&L)
  • Quarterly meetings (video or phone) with your dedicated bookkeeper to discuss current financials and trends
  • Tax-ready books and year-end package for your
    tax preparer
  • US-based daily (M-F) support: email
Get Bookkeeping Essential

Bookeeping Plus

starts at $599
/month

  • For businesses that have a little more complex accounting needs, want more financial insights to make more informed business decisions, and want priority support.

    Includes everything in Essential plus:
  • Accounting Method: Cash or Accrual Basis
  • Accrual and Adjustment Journal Entries
  • Custom Reports
  • Monthly meetings (video or phone) with your dedicated bookkeeper to discuss current financials and trends
  • Get deeper insight into income and expense trends with revenue and expense accounts variance and trend analysis
  • Custom KPI dashboard to view key performance metrics and trends
  • US-based daily (M-F) priority support: email, phone, text
Get Bookkeeping Plus
Most Popular

Tax Essential

starts at $1,249
/year

  • Business Tax Filing + Tax Planning
  • Dedicated US-based Enrolled Agent
  • Year-round tax advice (see Tax Advisory below)
  • Annual tax planning to strategize tax savings
  • Federal Income Tax Filing for Partnership or S Corp
  • State Income Tax Filing for Partnership or S Corp
  • Schedule K-1s
  • Estimated Taxes
  • Free Extensions
  • Year-round US-based daily (M-F) support: email, phone, text
Get Tax Essential

Tax Plus

starts at $1,799
/year

  • Business + Individual Filing + Tax Planning

    Includes everything in Essential plus:
  • Individual Federal Income Tax Filing
  • Individual State Income Tax Filing
Get Tax Plus
Most Popular

Tax Advisory

$150*
/half hour
  • Get on-demand business or personal tax advice from a licensed Enrolled Agent. Consult with an EA about any of the following and more:
  • IRS notices and letters i.e. penalties, audits, etc.
  • Deductions and credits
  • Capital gains and losses
  • Business structure and new business filings
  • Business compliance
  • Business purchases and Section 179 deduction
  • *Basic advisory (most of the items above) is included with Tax Essential and Tax plus plans. More complex issues will be charged $150/half hour. Monthly tax advisory plans are available for businesses that need significant regular tax advice.
Get Tax Advice

Clean Up Books

starts at $799
/project
  • Need help cleaning up your books or catching up with transactions? We can help.
Get Clean Books

Set your small business up for financial success.

Let us handle your accounting and taxes while you focus your time and energy on growing your business.

Contact Us Today - FREE Consultation
(855) 676-5979
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Who We Serve

We work with small businesses and entrepreneurs throughout the USA.

Copyright 2026 © Stone Bridge Tax & Advisory, LLC. All rights Reserved.

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