Consultants & coaches
Independent professionals who want current books, proactive tax guidance, and one coordinated annual filing process.
The Elis TaxBusiness Tax and Books Plan
Keep the books current. Plan taxes before year-end.
Year-round bookkeeping, proactive tax planning, and annual tax preparation in one coordinated service for owner-led businesses.
Plans start at $400 per month · $500 one-time Onboarding & Diagnostic Review · Month-to-month
Monthly bookkeepingQuarterly tax guidanceTwo planning reviewsAnnual tax preparation
Your books should do more than close the month—they should support tax decisions before year-end.
See the year-round process →Built for owner-led service businesses
One financial picture.
One coordinated relationship.
This plan is intentionally focused on consultants and owner-led professional-service businesses that want bookkeeping and tax work to inform each other throughout the year.
Agencies & creative firms
Owner-led service teams that need reliable monthly reporting and tax decisions informed by what the business is actually doing.
Real-estate professionals
Agents, brokers, and service providers who want business activity organized and reviewed before estimates and year-end deadlines.
Professional practices
Therapists, attorneys, and other small practices that value dependable records, thoughtful planning, and discreet year-round support.
Three services, working together
Books, planning,
and tax preparation.
Your final scope reflects entity type, transaction volume, filing requirements, reporting needs, and the condition of your existing QuickBooks file.
Request a free consultationMonthly bookkeeping
Keep one QuickBooks Online business categorized, reconciled, reviewed, and supported by useful monthly reports.
Quarterly tax guidance
Use current business results to inform estimated-tax guidance and identify issues before they become year-end surprises.
Two tax-planning reviews
Step back twice each year for focused planning conversations around income, deductions, timing, and the decisions ahead.
Annual tax preparation
Complete one defined annual return within the agreed starter scope, using books maintained throughout the year.
A year-round rhythm
From current books
to a prepared return.
Confirm fit and scope
Review your entity, QuickBooks file, transaction volume, tax return, and any cleanup required before the plan begins.
Maintain the books
Follow a consistent monthly process for categorization, reconciliations, review, reporting, and reasonable questions.
Plan during the year
Use quarterly estimated-tax guidance and two formal planning reviews to address issues while there is still time to act.
Prepare the return
Move into year-end readiness and preparation of the annual return included in your agreed plan scope.
A coordinated starting point
The plan starts at $400 per month.
The starter scope is designed for a qualifying sole proprietor or single-member LLC with one QuickBooks Online business, reasonable transaction volume, monthly bookkeeping and reports, quarterly estimated-tax guidance, two formal planning reviews, and one defined annual Form 1040 return with Schedule C.
The ongoing service is month-to-month. A one-time $500 Onboarding & Diagnostic Review applies before monthly service begins. It covers a structured review of your QuickBooks position, entity and filing requirements, records condition, workflow, and service scope. Cleanup, catch-up work, conversions, corrective work, and the QuickBooks subscription are priced separately. Multiple entities, S corporation or partnership returns, payroll, sales tax, 1099s, multi-state activity, rentals, additional returns, and higher complexity require a tailored quote.
Stephen AdekeyeIRS Enrolled Agent (EA) · CFP® Professional
Work directly with the founder
Current books.
Tax-aware decisions.
Stephen Adekeye is an IRS Enrolled Agent and CFP® professional. His combined tax and financial-planning background helps connect accurate bookkeeping, proactive planning, and annual tax preparation for an owner-led business.
Stephen holds a Master's in Global Finance from NYU Stern School of Business and the Hong Kong University of Science and Technology, as well as an MBA from Lagos Business School.
Book a free consultationBefore you book
Common questions,
clear answers.
Have a different question? Call (571) 443-0742 or email stephen@theelis.com.
Is this a bookkeeping-only service?
No. The Business Tax and Books Plan is an ongoing, coordinated engagement that combines monthly bookkeeping, proactive tax planning, estimated-tax guidance, and annual tax preparation. Standalone bookkeeping is not offered through this plan.
What does the $400 monthly starting price cover?
The starter scope is designed for a qualifying sole proprietor or single-member LLC with one business in QuickBooks Online, reasonable transaction volume, monthly bookkeeping and reporting, quarterly estimated-tax guidance, two formal planning reviews, year-end readiness, and one defined annual Form 1040 return with Schedule C.
What is the one-time Onboarding & Diagnostic Review?
Before monthly service begins, a one-time $500 Onboarding & Diagnostic Review is used to examine your current QuickBooks position, entity and filing requirements, records condition, workflow, and service scope. Any cleanup, catch-up, conversion, or corrective work identified during the review is quoted separately.
What may increase the monthly fee?
Multiple entities, S corporation or partnership returns, higher transaction volume, payroll, sales tax, 1099 preparation, multi-state activity, rental bookkeeping, additional returns, or more complex reporting needs require a tailored quote.
Can you clean up books that are already behind?
Yes, when the engagement is otherwise a fit. Catch-up and cleanup work is assessed and priced separately before the ongoing plan begins.
Is QuickBooks included?
The QuickBooks Online subscription is not included in the starting fee. The plan is designed around QuickBooks Online, and any conversion or setup work is scoped separately when needed.
Is the ongoing service month-to-month?
Yes. The engagement agreement will explain billing, notice, and cancellation terms so expectations are clear before service begins.
Do you work with businesses outside Virginia?
Yes. The Elis Tax provides this virtual service to eligible owner-led businesses nationwide.
How do I send records securely?
Clients receive secure TaxDome portal access. Do not send bank statements, account credentials, tax documents, or other sensitive financial information through ordinary email or text.
Start with a fit conversation
Bring the books and taxes
into one plan.
We will review your business, current QuickBooks position, filing needs, and the practical scope for a coordinated year-round engagement.
Book a free 30-minute consultationPlans start at $400 per month · $500 one-time Onboarding & Diagnostic Review · Month-to-month