Bookkeeping
Keep your records current and your business in view.
- Monthly transaction categorization
- Bank and credit card reconciliation
- Profit-and-loss and balance sheet reports
- QuickBooks setup, catch-up & cleanup
MITCHTAXBOOK, LLC · BOOKKEEPING & TAX
Clear books.
Confident
next steps.
You build the business. We help you understand the numbers—with practical bookkeeping, tax preparation, and year-round guidance.
A 15-minute introduction. A clear plan forward.
YOUR BUSINESS, IN FOCUS
A little more clarity.A lot more
A lot more
room to grow.
BOOKS → TAXES → PLANNING↗
✓
Know where you stand.Organized records. Meaningful reports.
A clearer view of your finances starts here.
BUILT AROUND YOUR BUSINESS
Restaurants · Real estate · Retail · Self-employed · Barbers & salons
01 / WHAT WE DO
Support for the everyday.
Perspective for what's next.
One place to bring your bookkeeping questions, tax preparation, and next financial decision.
Tax preparation
Bring your records together for a more organized tax season.
- Individual federal and state returns
- Self-employed & rental schedules
- Prior-year and amended returns
- Business returns by agreed scope
Advisory & support
Make room for planning beyond filing season.
- Estimated-tax calculations
- Tax planning & withholding reviews
- Sales-tax preparation support
- QuickBooks training & financial reviews
02 / SIMPLE STARTING POINTS
The right support.
A clearly defined fee.
All amounts are in U.S. dollars. Starting rates are confirmed in a written proposal after we review your records and needs.
ESSENTIAL
$250/month
For a straightforward set of books.
- Up to 100 transactions / month
- Up to 2 bank or credit card accounts
- Monthly reconciliation
- Profit-and-loss & balance sheet
BUSINESS
$450/month
A closer look at your business.
- Up to 250 transactions / month
- Up to 4 bank or credit card accounts
- Everything in Essential
- Monthly financial review
GROWTH
$750/month
More activity. More perspective.
- Up to 500 transactions / month
- Up to 6 bank or credit card accounts
- Everything in Business
- Agreed project or location tracking
Higher volume or multiple entities? Request a custom quote. Cleanup, catch-up, and software subscriptions are additional unless included in your agreement.
Individual & business tax preparation +
- Federal Form 1040 · basic return
- from $150
- State individual return
- from $75 / state
- Schedule C · added to Form 1040
- from $150 / business
- Schedule E · added to Form 1040
- from $150 / property
- Amended individual return
- from $200
- Partnership · Form 1065¹
- from $650
- S corporation · Form 1120-S¹
- from $750
- C corporation · Form 1120
- from $850
¹ Includes up to 2 Schedules K-1. Business returns require complete, reconciled books and confirmation of service scope. State business returns and additional schedules are extra.
Example: basic federal 1040 + one Schedule C + one state return starts at $375.
Advisory, setup & additional support +
- 15-minute introductory consultation
- No charge
- Tax advisory · up to 60 minutes
- from $150
- Individual estimated-tax calculation
- from $100 / quarter
- Business-owner estimated taxes
- from $150 / quarter
- Sales-tax return
- from $75 / state / return
- QuickBooks Online setup
- from $300
- Catch-up bookkeeping
- from $250 / month completed
- Cleanup & corrections
- $85 / hour · $250 minimum
- QuickBooks training
- $85 / hour
- 1099-NEC / 1099-MISC
- $75 setup + $15 / form
03 / A CLEAR WAY TO BEGIN
From first hello
to a working relationship.
Let's meet
Tell Robert about your business, current records, and priorities in a free 15-minute introduction.
Agree on the plan
Receive a written proposal with the services, fees, timeline, and engagement terms.
Connect securely
After engagement, receive your portal invitation and instructions for sharing records securely.
Move forward
Complete your onboarding checklist and agree on how we will work and communicate together.
FOR OUR CLIENTS
Your records deserve
a secure route.
Existing clients can sign in to the MitchTaxBook TaxDome portal. New clients should contact Robert for an invitation and onboarding instructions.
Client portal sign-in ↗Keep sensitive details
in your client portal.
Please do not send Social Security numbers, tax documents, bank details, or passwords through this website or ordinary email.
Portal sign-in opens TaxDome in a new tab. Need help signing in? Contact mtb@MitchTaxBook.com.04 / LET'S TALK
Let's make your
next step simpler.
Start with a free 15-minute introductory consultation. Share a little about what you need, and Robert will follow up to arrange a time.
Robert MitchellMitchTaxBook, LLC
(410) 365-7225
mtb@MitchTaxBook.com
Virtual services · Serving small businesses and individuals
Based in Maryland
A FEW HELPFUL ANSWERS
What should I bring to the introductory call?
A general description of your business, the software you use, approximate monthly transaction volume, and your priorities. We will arrange secure document sharing after discussing your needs.
What is included in the final price?
Your written proposal defines the exact scope. Monthly bookkeeping is billed in advance. Prior-period cleanup, software, government and third-party fees are additional unless included. Additional work requires an agreed scope and fee.
Can you work with my existing QuickBooks records?
We can discuss your QuickBooks setup, current bookkeeping, and any catch-up or cleanup needed. Access is arranged through the appropriate invitation process; do not share your password.
Does sending an inquiry begin an engagement?
No. Services begin after scope, fees, and engagement terms have been agreed in writing. This website provides general information, rather than individualized tax or legal advice.