Bookkeeping Eligibility | ARBSTAX

MONTHLY ACCOUNTING PLANS

Confirm the right plan before paying.

Review the eligibility requirements below. If your records are overdue, your activity exceeds the limits, or you are unsure which plan applies, request a personalized quote first.

Important: Payment does not by itself establish a professional engagement. Services begin only after ARBSTAX reviews eligibility, confirms acceptance, receives the signed engagement agreement, and completes the required intake.

Bookkeeping

$99/month

First 30 days free; then $99/month unless canceled before the trial ends.

Appropriate only when all of the following are true:

  • Gross receipts are no more than $200,000.
  • No more than 3 financial accounts and approximately 150 monthly transactions.
  • Books are current and do not require historical cleanup.
  • Payroll, sales-tax filings, state compliance, and income-tax returns are not required under this plan.

Cleanup, catch-up work, overages, payroll, filings, and tax returns require a separate quote.

Start bookkeeping intake — $99/monthRequest a different quote

Compliance

$399/month

First 30 days free; then $399/month unless canceled before the trial ends.

Confirm the expected scope before payment:

  • Gross receipts are no more than $250,000.
  • No more than 6 financial accounts and approximately 350 monthly transactions.
  • Books are current and do not require historical cleanup.
  • Payroll employees, payroll states and frequency, sales-tax jurisdictions, 1099 volume, and state filings must be approved in writing.
  • Business and individual income-tax returns are not included.

Activity exceeding the approved limits requires an upgraded plan or separately approved fee.

Continue to Stripe — $399/monthRequest scope review first

Complete

From $799/month

First 30 days free; then from $799/month unless canceled before the trial ends.

This plan requires confirmation before purchase because its scope is customized:

  • Account and transaction limits must be agreed in writing.
  • Payroll, sales-tax, state compliance, notices, AP/AR, planning, and advisory scope must be defined.
  • Only one applicable business return—Form 1120-S, 1065, or 1120—is included when stated in the engagement agreement.
  • Form 1040, additional states, amendments, cleanup, government charges, and out-of-scope representation are excluded unless quoted.

Contact ARBSTAX before payment if you have multiple entities, overdue books, multistate activity, or complex filings.

Continue to Stripe — $799/monthRequest scope review first
By continuing, you acknowledge the displayed plan limits and agree to review the Terms of Use, Cancellation & Refund Policy, and applicable Stripe checkout disclosures. The signed engagement agreement will define the final professional-service scope.