Mike Perz & Associates Tax &
Accounting
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Mike Perz & Associates · Accounting & Bookkeeping

Stop doing your books at night.

Catching up on books costs you evenings, and deductions get missed. The people you’ve trusted for insurance now keep the books too: done every month, tax-ready all year, one flat monthly price.

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  • Free 30-minute call
  • No obligation
  • Flat prices, quoted up front

What changes

Know where your business stands every month, not just in April.

  • No more catching up once a year. Your books are done every month
  • You see what you actually made, while you can still do something about it
  • Expenses get recorded when they happen, not guessed at when the return is due
  • Your tax return is built from clean numbers, and on Platinum and Diamond we file it too
  • Payroll handled if you need it

Plans

One flat monthly price. Pick the level you need.

  • Silver

    Clean books, every month

    $179/month

    • Monthly bookkeeping
    • Bank and card reconciliations
    • Tax-ready financials

  • Gold

    Books plus reporting

    $250/month

    • Everything in Silver
    • Balance sheet
    • Payroll reporting

  • Platinum

    Adds your business tax return

    $350/month

    • Everything in Gold
    • Business tax return included
  • Full service

    Diamond

    Business and personal, all in

    $500/month

    • Everything in Platinum
    • Personal tax return included
    • Tax-strategy monitoring
    • Monthly reporting

Add payroll to Gold, Platinum or Diamond for $99 a month. Not sure which level fits? We’ll tell you on the call.

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Questions

What business owners ask before they book

Which plan fits my business?

Tell us how you run things on the call. We’ll recommend a level, and you’ll know the monthly price before anything starts.

Can you run payroll too?

Yes. Add payroll to Gold, Platinum or Diamond for $99 a month.

Why is Mike’s office recommending this?

Because we use All American Tax for our own taxes. We wanted our clients to have the same team we trust. You still work with us for insurance, and they handle the tax side.

Do I have to leave my current accountant?

No. They can build the plan and let your current accountant carry it out, or handle everything themselves. Whatever works best for you.

Can I do this without coming into an office?

Yes. Documents go through a secure online portal, and calls happen by phone or video.

Get started

Book your free 30-minute call

Pick a time that works for you. No cost and no commitment.

  1. Talk to a tax pro30 minutes about your return, your business or your property.
  2. Get a straight answerWhether it’s worth doing, and the price before anything starts.
  3. We do the workYou still have us for insurance, and now for your taxes too.

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