Complete historical reconciliation and business tax filing combined into one seamless engagement.
2025 Bookkeeping Cleanup + Tax Return
$2,500
Starting flat-rate investment
• 12 Full Months of Catch-Up & Cleanup Bookkeeping
• Coverage for Up to 2 Business Accounts (Checking/Credit)
• Reconciliation for Up to 500 Monthly Transactions
• Complete Account Reconciliations & Ledger Categorization
• Detailed Profit and Loss Statement Preparation
• Professional Balance Sheet Auditing & Generation
• Tax-Ready Financials Package for CPA/IRS Compliance
• One Qualifying Business Tax Return Filing Included
How Your Cleanup Works
Diagnostic Review
Catch-Up & Reconciliation
Tax Return & Delivery
We review your existing bank statements, current software, and tax history to build a precise action plan for your 12-month cleanup.
Our team categorizes up to 500 monthly transactions across 2 accounts, balancing every ledger entry with exact precision.
You receive tax-ready Financial Statements (Profit & Loss + Balance Sheet) alongside your completed qualifying business tax return.
Honest Bookkeeping for Growing Businesses
At Motley's Bookkeeping & Tax Service LLC, we help small-business owners, families, and nonprofits regain total clarity over their financial standing with intentional, dependable support.
Whether you are a year behind or getting ready for tax season, our structured cleanup process ensures every receipt, invoice, and tax form is audited with care.
Motley's brought two years of messy transactions into clean, perfect order before tax deadlines. Highly recommended!
Small Business Owner
Honest, precise, and completely stress-free. Having my profit and loss prepared accurately saved our business thousands.
Nonprofit Director
Frequently Asked Questions
What if I have more than 2 accounts?
Which tax return is included?
Our base package covers up to 2 active business bank or credit accounts. Additional accounts can easily be added after initial review.
The package includes one qualifying business tax return (Schedule C for DBA or LLC, S Corporation, C Corporation or Partnership, business filing. Matching your fiscal year cleanup.
Request Your Cleanup Quote Today
Take the first step toward tax compliance and financial peace of mind. Call us at 858-285-9899 or send your inquiry below.
858-285-9899
Call Motley's Direct Line