Yes. We support both industries, but pricing and workflow will differ based on business complexity, platform integrations, and sales volume.

Your books aren’t just records — they’re the foundation of smarter decisions, tax savings, and peace of mind. At LEAD Financial Solutions, our monthly packages are designed to give you more than reconciliations. We provide the financial clarity and strategic guidance you need to lead your business with confidence.

Monthly package includes:

• Accurate transaction categorization & reconciliations

• Customized monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)

• Ongoing compliance support (sales tax, payroll, and state filings as applicable)

• Tax-ready books that minimize liability and avoid year-end surprises

• Dedicated email support for accounting & tax questions

• Strategic insights to help you identify trends, control cash flow, and maximize deductions

✨ Our clients rely on these services to reduce stress, secure funding, prepare for growth, and keep more of what they earn.

Starting investments by business type:

• Service-Based Businesses – Starting at $1,075/month

• E-Commerce Businesses – Starting at $1,575/month

• Nonprofit Organizations – Starting at $1,275/month

💡 This isn’t a cost — it’s an investment. With clean books, better decisions, and optimized tax savings, many clients find our services pay for themselves many times over.

At LEAD Financial Solutions, every tax return is prepared with care, precision, and a focus on helping you keep more of what you earn. Because every situation is unique, pricing depends on the complexity of your return, but here’s where our services begin:

• Individual Tax Returns – Starting at $495
  (Covers a standard Form 1040 with W-2 income and one state return.)

• Business Tax Returns (LLCs, S-Corps, Partnerships, etc.) – Starting at $975
  (Includes one entity with one state filing and requires bookkeeping to be current.)

✨ Additional forms, multiple states, rental properties, investments, or bookkeeping cleanup are quoted separately.

Please note: We do not provide free estimates. All pricing is reviewed during paid consultation so you’ll know exactly what to expect before we begin.

Absolutely. We offer QuickBooks setup and 1:1 training as standalone services. Whether you're starting fresh or need cleanup, we’ll get you aligned.

We’re fully remote, serving clients nationwide. All meetings, document sharing, and signatures are handled securely online for convenience.

Yes! We provide tax preparation and filing services throughout the year — not just during tax season. We assist with quarterly estimates, late filings, amendments, and year-end strategy.

Yes, we file both federal and state returns — including multi-state filings for businesses operating in several locations.

You're not alone — and we’re here to help. We offer cleanup services and back-year tax filing to help you catch up, get compliant, and move forward with confidence.

To get started, book a consultation. We’ll assess your needs, review your current setup, and recommend the best services for your goals.
Booking is required and a consultation fee applies.