Plans and pricing
Three monthly plans, each built on the one below it. Start where you are, move up when you are ready.
Book a Free Discovery CallFree 30-minute call. No pressure.
Simple monthly pricing
Every plan includes bookkeeping — and the Quarterly Check-In that comes with it: proactive planning, so you are never left wondering until next April.
Groundwork
Starting at $350/mo
- Monthly bookkeeping, done for you
- Reports you can actually read
- Quarterly Check-In, every quarter
Tax filing and advisory are not included at this level.
Start with a callIn Season
Starting at $625/mo
Everything in Groundwork, plus:
- Business and personal returns, prepared and filed
- Every filing deadline tracked for you
- Returns explained before anything is filed
Advisory is not included at this level.
Start with a callEvergreen
Starting at $850/mo
Everything in the In Season plan, plus:
- Tax planning and advisory all year
- Big decisions talked through before you make them
Need one thing, not a monthly plan?
Some work stands on its own: an individual tax return, a business-only return, or startup paperwork for a company that is just getting going. Those are quoted individually, based on what your situation actually needs.
The easiest way to get a number is a discovery call — thirty minutes, no cost, and you leave with a clear quote either way.
Fair questions about the price
Why does it cost this much?
Because it replaces three separate things: a bookkeeper, a tax preparer, and an advisor who looks ahead — plus a standing meeting where someone explains your numbers to you. Bought separately, those cost more. Done by you at the kitchen table, they cost nights and weekends. And a plan is a fraction of what hiring for the role would run.
What does "starting at" mean?
The starting price covers a typical owner-operator business. If you have more accounts, more transactions, or more entities, the price reflects that. You get your exact number in writing before you sign anything, and it does not change without a conversation first.
My books are behind. Can I still start?
Yes. Catch-up work is quoted up front as a one-time project, so there are no surprises. Once the books are current, the monthly plan takes over.
Can I change plans as the business grows?
That is the idea. The plans stack — each one is built on the one below it — so moving up when you are ready for tax filing or year-round planning is a natural step, not a new relationship.
What clients say
Excellent communicators.
“West Financial was able to guide us through tax return prep and filing, provide accounting services for our business, and ensure every potential write off was explored.”
Patrick R. · owner of several businesses
Held my hand every step of the way.
“I am someone who is as green as it gets when it comes to accounting and bookkeeping and taxes. She has a heart of gold and a ton of knowledge.”
Hannah H. · HoffyCo LLC
She meets you where you are.
“Just completed my first tax season with Taucier. The experience was amazing — she asks great questions specific to me and my business and provides resources to help me as well.”
Kimberly C. · Prosperity Place LLC
Taucier is the best!
“She helps us with both our business and personal taxes. We love that she makes herself available throughout the year to answer any question, big or small.”
Ed C. · business owner
The best accountant we have used.
“She is the best accountant we have used for our small business and our family. Taucier answers every question and is very quick to respond. We recommend her to everyone we know.”
Melinda R. · small business owner
5 stars is actually not enough.
“Mrs Smalls is amazing. She has not only been my small business tax lady for years, she has also helped my husband get his past NYC taxes straightened out.”
Rachel R. · small business owner
Quickly, proficiently, at a great price.
“Best decision of having Taucier at West Financial Services LLC diagnose our business's QuickBooks! She diagnosed our entries from its inception — quickly, proficiently and at a great price.”
Kenneth M. · business owner
Like having a portal to the IRS.
“Taucier is very professional and provides regular insights and updates to help us prepare for tax time. Glad to have her on my team!”
Vernon R. · Google review
Simple and survivable.
“Taxes are never fun, but Ms. West makes them as simple and survivable as possible. She has even helped me organize things in my little side business to make tax time less cumbersome! 10 out of 10!”
Kristy K. · side business owner
Ready to know where your business stands?
A discovery call is thirty minutes on the phone about your business. No cost, no pressure, and no accounting jargon.
Book a Free Discovery Call