Overhead angle of a structured accounting desk with reconciled bank ledgers, dark teal folders, a gold pen, and financial spreadsheets visible on a laptop screen.
Overhead angle of a structured accounting desk with reconciled bank ledgers, dark teal folders, a gold pen, and financial spreadsheets visible on a laptop screen.

Motley’s Bookkeeping & Tax Service LLC

Bookkeeping Cleanup + Business Tax Return

Starting at $2,500

Full Fiscal Year Cleanup & Business Tax Return Package. Up to 150 transactions per month | 1,800 transactions annually | two financial accounts | 12 months of bookkeeping clean up - Note: Additional fees for high volume bookkeeping.

Bring delinquent financial records up to date with meticulous bookkeeping cleanup services, precise bank and credit-card reconciliations, and thorough business tax return preparation designed to protect your small business.

• Comprehensive Scope

What the Package Includes

Final scope and pricing depend on book condition, transaction volume, accounts, entity type, and return complexity. Every cleanup is tailored to bring your historical records into complete compliance.

Record Review & Cleanup

Categorization & Adjustments

Account Reconciliations

In-depth bookkeeping record review and cleanup across prior fiscal periods, resolving ledger imbalances, uncategorized transactions, and duplicate entries. This is includes up to 150 transactions per month.

Accurate categorization and adjustments of income, deductible business expenses, owner distributions, and depreciable capital assets under current tax rules.

Rigorous bank and credit-card reconciliations across every business account to verify ending balances against verified institution statements.

Financial-Statement Review

P&L and Balance Sheet

Business Tax Preparation

Comprehensive financial-statement review ensuring all ledger schedules balance cleanly and mirror real business operations before filing.

Generation of finalized profit and loss statements and a verified balance sheet that reflect true profitability for lenders and management.

Eligible-entity business tax return preparation integrating clean financial reports straight into state and federal returns without data friction.

An experienced tax advisor reviewing clean financial records and business ledgers with an entrepreneur during a consultation.
An experienced tax advisor reviewing clean financial records and business ledgers with an entrepreneur during a consultation.

Tailored Client Fit

Who This Package Is For

This service is purpose-built for small businesses, LLCs, sole proprietors, independent contractors, partnerships, S corporations C coporations, partnerships, and owners behind on bookkeeping who need structured clarity.

Whether you have missed several months of entries, changed accounting software, or face an upcoming tax deadline with unfiled tax returns, we turn disordered records into organized books.

— Dedicated Expertise

Why Choose Motley’s?

Providing trusted Magnolia TX bookkeeping, The Woodlands TX tax preparation, and Houston small business bookkeeping alongside secure virtual bookkeeping services nationwide.

One Integrated Team

QuickBooks & Entity Mastery

Local Care, Virtual Reach

Never juggle disconnected bookkeepers and tax preparers. We complete your full ledger cleanup and file your small business tax preparation seamlessly under one roof.

Our deep proficiency in QuickBooks bookkeeping supports LLC tax preparation and complex S corporation tax preparation to maximize deductions safely.

We combine hands-on local accounting support for Texas business communities with robust digital client portals for seamless remote cleanup delivery.

+ Clear Engagement Terms

A 50% deposit is required before work begins, with the remaining balance billed according to your written service agreement upon completion of deliverables.

Payment Information

Please note that $2,500 is a starting price rather than a guaranteed flat fee. Final scope and investment reflect book condition, backlog length, and filing complexity.

50% Deposit

Required to initiate historical cleanup and file review

Every engagement begins with an upfront discovery review and transparent estimate so you understand exact timelines and pricing prior to signing.

Personalized Proposal

Get My Cleanup Quote

Tell us about your business, past bookkeeping history, and tax preparation needs. We will review your account volume and prepare a tailored cleanup estimate.

1–2 Days

Typical response time for review and consultation scheduling

Contact

Reach us for tax help anytime

Email

Phone

motleysbookkeeping@outlook.com

(858)-285-9899