Welcome to J&K Associates PRICING

Our Fiscal Foundations Package is designed to provide your business with basic financial support and accuracy. Here's what you can expect:

Included Services:

• Up to 3 Bank/Credit Card Accounts: Includes 3 bank or credit card accounts
• Up to 125 Transactions: This package covers up to 125 transactions per month
• Monthly Financial Reconciliation
• Verification of AR and AP

Our Profit Pathways Package is designed for businesses seeking a more in-depth and comprehensive financial solution. This package includes all the benefits of our Fiscal Foundations package, plus additional features to support your growing business.

Included Services:

• Up to 5 Bank/Credit Card Accounts: We'll manage up to five of your business's bank or credit card accounts.
• Up to 425 Transactions: This package covers up to 425 transactions
• Monthly Financial Reconciliation 
• Verification of AR/AP

Our Signature Accounting Package is designed to provide comprehensive and premium financial support for your business. This package is ideal for businesses seeking the highest level of service and attention to detail. Here's what you can expect:

Included Services:

• Up to 7 Bank/Credit Card Accounts: Includes 7 bank or credit card accounts
• Up to 925 Transactions
• Monthly Financial Reconciliation Package
• Verification of A/R and A/P 
• Priority Service: Up to 5 hours of CPA time 
• Tax Planning and Preparation 

• Price: $395
• Our individual tax preparation service covers all aspects of personal tax filings, including income tax returns, deductions, credits, and more. We ensure that your personal tax return is accurate and optimized for the best possible outcome.

• Price: $695

At J&K Associates, we understand that tax situations can be complex and require specialized attention. Our Complex 1040 Tax Preparation service is designed to handle even the most intricate individual tax filings, ensuring accuracy and maximizing your savings.

Included Services:

• Detailed Income Reporting: 
• Deductions and Credits: 
• Schedule C for Sole Proprietors:
• Investment Income and Capital Gains: 
• Multiple State Filings: 
• Foreign Income Reporting: 
• Alternative Minimum Tax (AMT): 

• Price: $1195
• Our partnership tax return service includes preparing and filing tax returns for partnerships, ensuring all partners' shares of income, deductions, credits, and other tax items are accurately reported.
• Included: Proactive tax planning is key to minimizing tax liability and maximizing savings. Our tax planning and consulting services provide personalized strategies to help you navigate the tax landscape and make informed financial decisions. 

• Price: $1195
• Our corporate tax preparation service is designed for businesses of all sizes. We handle the complexities of corporate tax filings, ensuring compliance with tax laws and regulations while maximizing your business's tax savings.

Our accounting clean-up services are designed to get your financial records back on track. We meticulously review, organize, and reconcile your accounts, ensuring accuracy and compliance with financial regulations. Whether you're catching up on overdue bookkeeping or correcting previous errors, our expert team at J&K Associates will provide a thorough clean-up, giving you a clear and reliable financial foundation to move forward with confidence.  

Our QuickBooks new system conversion service seamlessly transfers your clean data into our smart design system, customized to meet your specific business needs. If something has never quite worked in your current setup, we can fix it! Our expert team will ensure your financial records are accurately migrated and optimized for efficiency, so you can focus on what matters most—growing your business.  

Our QuickBooks cleanup and conversion service is designed to bring order to your financial records. We meticulously review and clean your data, ensuring accuracy and compliance. Once your records are pristine, we seamlessly transfer the clean data into our customized system, tailored specifically to your business needs. Trust our expert team at J&K Associates to provide a smooth transition and optimized financial management. (limitations apply for large projects)

** At J&K Associates, our cleanup services come with comprehensive training and seamless conversion to ensure there is no lost time due to staff changeover, terminations, or other disruptions. We believe in empowering our clients, which is why we provide full access rights to the software we create for you. If all you need is our expert system setup, you can take it with you when you go. Our commitment to helping our community through education and knowledge drives us to offer the best support.

At J&K Associates, we believe that understanding how to operate your day-to-day accounting processes is crucial for your business's success. Our Accounting Training Services are designed to empower you with the knowledge and skills you need to manage your financial records effectively. 

At J&K Associates, we understand the critical importance of managing trust accounts with precision and compliance. Our Trust Accounting Setup service is designed to ensure your trust accounts are organized, accurate, and adhere to all regulatory requirements.

Included Services:

• Initial Assessment: We'll review your current trust accounting procedures and identify areas for improvement.
• Customized Trust Accounting System: We'll set up a tailored trust accounting system 
• Training and Support

Ensuring the accuracy of your payroll processes is crucial for maintaining compliance and avoiding costly errors. Our Payroll Audit Services are designed to verify that your tax payments, filings, and payroll records are accurate and in compliance with all regulatory requirements.