Clear pricing.
Smooth sailing.
At Bittel, we keep things simple with clear, easy-to-understand pricing that take the guesswork (and stress) out of your finances—so you can focus on making smart, confident decisions for the future.
Best for: Individuals or small businesses with simple tax situations.
What’s included:
- 1040 Tax Form for single or married filing separately or jointly
- 1040-Schedule C business returns
- Personalized tax organizer
- Basic tax strategies to maximize deductions and credits
- Annual personal draft return review
- Secure client portal for document upload and communication
- Email support for tax questions
Best for: Small business owners or individuals with moderate tax complexity.
What’s included:
- Business tax return (1120, 1120-S, 1065, and/or 990)
- State income and franchise tax returns
- Personalized tax organizer
- Basic tax strategies to maximize deductions and credits
- Annual tax strategy meeting
- Annual business and personal tax projections based on prior year
- Secure client portal for document upload and communication
- Year-round phone and email support for tax questions
Best for: Businesses or high-net-worth individuals seeking year-round guidance and proactive planning.
What’s included:
- Everything included in Tax Essentials, plus:
- Dedicated Tax Advisor for on-demand and personalized support
- IRS notice monitoring & audit support
- Proactive financial analysis to identify tax saving opportunities
- Ongoing tracking of assets and basis for S-Corp and investments
- Quarterly tax strategy meetings
- Quarterly business & personal tax projections
- Quarterly estimated tax payments based on current year actuals
Note: The services and pricing listed above reflect our base offerings and starting rates and are subject to change.
Best for: Small businesses seeking reliable quarterly accounting without the overhead of an in-house team.
What’s included:
- Dedicated accountant working seamlessly alongside your in-house tax preparers
- Cash or accrual accounting
- Quarterly transaction coding and account reconciliation
- Internal accounting review each quarter
- Standard QuickBooks Online (QBO) financial reports delivered quarterly
- Unlimited email and phone support
Best for: Businesses ready for monthly financial clarity, payroll setup, and integrated systems.
What’s included:
- Everything included with Quarterly Accounting plus:
- On-demand, personalized support from a Senior Accounting Manager
- Periodic review meetings to keep your finances on track
- Budget creation, implementation, and tracking
- Customized suite of reporting deliverables
- Fixed asset management
- Payroll accounting setup and support
- Third-party integration setup and support (e.g., Stripe, Gusto)
- 1099 contractor tracking and analysis
Best for: Businesses needing a dedicated accountant to manage accounting, or help with a complex project.
What’s included:
- Everything included with Quarterly and Monthly Accounting plus:
- Multi-location sales/expenses tracking
- Third-party app sync implementation
- Accounts Receivable & Payable cleanup
- Law firm IOLTA accounting
- Completed contract-basis accounting design
Note: Accounting Packages require an active QuickBooks Online subscription not included in the package pricing.
Our team provides expert guidance and hands-on support for a wide range of business and tax needs. From IRS filings and payroll setup to entity formation and state compliance, we help you navigate complex requirements with confidence.
Get StartedWe’d love to talk about your specific situation and find a plan that fits your needs.
Talk to an ExpertBundle & Save
Combine your accounting and tax services with Bittel and enjoy discounted tax preparation. When our team manages your books, tax time is smoother—and your wallet thanks you.
It’s better with Bittel.
For over a decade, Bittel Books & Taxes has been partnering with individuals and businesses to share our knowledge, keep the conversation clear, and take the stress out of finances.
Your Financial Partner
We believe in true partnership. By closely collaborating, we can keep your books in order, provide expert guidance, and guide your business growth for the long haul.
Empowerment Through Knowledge
We don’t hide bookkeeping hacks or keep tax secrets. Knowledge is power, and we’re committed to sharing it—giving our clients clarity, confidence, and peace of mind.
CONSISTENT Communication
Stop getting ghosted by your accountant. From quarterly check-ins to everyday questions, we keep your books and your business on track with clear, reliable communication.
Less stress
We know accounting and taxes can seem scary. Consider this your official invitation to stress less and let our friendly team handle the numbers with expertise and efficiency.
These books look GREAT. I looked at the YTD view, by month, and it's incredible how well organized [they] are.
I'm happy I found her as the results have proven time and again you need a pro like her on your team!
I highly recommend their services. Especially if you're a Realtor who needs organizational help, hire the best team out there!
We were happy to have Rebecca, Carlie and the team help us file our personal and small business income taxes. We’ve always done it ourselves and usually felt like we were leaving a lot on the table.
They become true partners—getting to know your business, understanding your goals, and proactively supporting your success with regular communication and strategic insight.
Their expertise has been essential in helping us navigate the unique challenges of being a fully remote, multi-state company. They've provided consistent, expert guidance as we've grown, and I can't recommend them enough to other business owners looking for a trusted financial partner.
They have been with me through so many changes in my businesses and are always so helpful, understanding and they do an incredible job. I continue to be impressed with how reliable they are and am grateful they have been of such great service to me over the years!
They’ve not only helped me better understand and navigate the complexities of both personal and business taxes, but they’ve also gone above and beyond to answer questions, provide thoughtful strategies, and ease the stress and anxiety I once associated with tax season. I’ve confidently referred them to friends and colleagues, knowing they are a trusted and invaluable partner in my corner.
It is difficult to find a tax partner that spends the time on tax planning and strategy the way Bittel Books does for my clients. The communication and attention they provide to their clients is unmatched. I refer them any chance I get.
Staying with Bittel all these years has been great because I always know I get the personal touch that other, larger firms don't even bother with these days. Easily a 10/10 rating, no question there!
