Shea Business Solutions handles bookkeeping and tax preparation as one engagement for Orlando, FL small businesses: monthly books from $200, returns from $90, one firm, one file, one clean handoff at year end. Owners who ask for both together are usually solving the same problem, a January scramble where a stranger meets a messy ledger for the first time.
Split the two jobs and each firm blames the other. The bookkeeper says the preparer never asked. The preparer says the books were not ready. The owner pays for the gap.
Put them in the same hands and the incentive flips: the person closing your months is the person who has to file from them, so the file stays return-ready all year.
Why the Books and the Return Belong Together
A tax return is a summary of the ledger. When the ledger is reconciled monthly, filing season is a handoff: the preparer already knows every account, every loan, every owner draw, because the preparer closed them. Nothing gets re-learned, nothing gets estimated, and the questions that matter get asked in June, when there is still time to act on the answers.
It also changes what the return costs. Preparers price the condition of the file before they price the form, and a file we keep ourselves arrives in the exact condition that earns the low quote.
What the Package Includes
- Monthly bookkeeping. Every account reconciled, P&L and balance sheet delivered monthly. See flat-rate monthly bookkeeping.
- Year-end close. Depreciation, loan splits, and owner equity tied out before filing season.
- The return itself. S-Corp, partnership, LLC, sole proprietor, and individual filings, plus quarterly estimates. See small business tax prep.
- Payroll, when you need it. Run by a Certified Payroll Specialist so W-2s and the return agree. See payroll services.
What It Costs
The published prices are simple: monthly bookkeeping starts at $200, tax preparation starts at $90 per return, and both are quoted together after a free review of your file. There is no invented bundle discount to advertise. The saving is structural: no cleanup billed at tax-season rates, no second firm re-learning your business, no return priced against a mystery file.
Behind on the Books? Catch Up First
If the file is months or years back, we quote catch-up bookkeeping as its own project, get you current, and then the package takes over. One Orlando contractor came to us 24 months behind and facing a payroll audit; the reconstruction surfaced $14,500 in missed deductions and the audit closed with zero penalties.
Want a real number for your situation? Call, or use the form at the top of this page. Every message gets a same-business-day answer.
Frequently Asked Questions
Is it cheaper to have one firm do the books and the taxes?
It removes the most expensive step: a tax preparer reconstructing a year they never saw. Returns prepared from books we reconciled ourselves are quoted from the clean end of the range, and there is no second firm re-learning your file every January.
Can you take over mid-year?
Yes. We review the file free, quote any catch-up work as its own project, then pick up the monthly bookkeeping from the first clean month. The year-end return comes off the same file.
Are S-Corp returns included in the package?
Yes. We prepare S-Corp, partnership, LLC, sole proprietor, and individual returns. For S-Corps, the payroll side is handled by a Certified Payroll Specialist so the owner W-2 and the 1120-S agree.
What does the package cost?
Monthly bookkeeping starts at $200 and tax preparation starts at $90 per return. Both are quoted together after a free review of your file, so you see one number before anything starts. We do not invent bundle discounts; the pricing is simply transparent.
Do you serve the greater Orlando area?
Yes. We work with small businesses throughout Orlando and Central Florida, including Winter Park, Dr. Phillips, Lake Nona, Windermere, and Baldwin Park. The work runs remotely with same-business-day answers.
