• WELCOME TO ABUNDANCE
  • ABOUT US
  • SERVICES
  • CONTACT
  • Privacy Policy
  • Terms and Conditions
  • More
    • WELCOME TO ABUNDANCE
    • ABOUT US
    • SERVICES
    • CONTACT
    • Privacy Policy
    • Terms and Conditions
  • WELCOME TO ABUNDANCE
  • ABOUT US
  • SERVICES
  • CONTACT
  • Privacy Policy
  • Terms and Conditions

Abundance Financial & Tax Services

Abundance Financial & Tax ServicesAbundance Financial & Tax Services

Accounting & Tax Service

We help small businesses with monthly accounting, QuickBooks cleanup, payroll, and tax preparation—clear numbers, on-time filings, and practical guidance. Explore our services below or schedule a free 15-minute consult to talk through what you need.  

BOOK A FREE CONSULTATION

Ask My Accountant

If you've ever wished for a trusted tax expert in your back pocket, our Ask My Accountant community on Skool is for you. For just $19/month, you can join a private group of entrepreneurs and small business owners where you’ll get direct access to Tracey for your tax and accounting questions. Whether you're wondering how to handle deductions, estimated taxes, or structure business decisions, you'll get clear, reliable answers without the overwhelm of doing it alone. Ask My Accountant provides affordable support designed to give you peace of mind all year long. 

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Accounting

We offer comprehensive accounting services designed to give you clarity, confidence, and control over your business finances. Our services include transaction categorization, monthly bank and credit card reconciliations, invoicing, accounts receivable and payable tracking, and timely financial reporting. We offer cleanup and catch-up accou, monthly close processes, sales tax tracking and filing, and 1099 preparation. We also support chart of accounts optimization, class and location tracking, job and project costing, and customized financial reports tailored to your business needs. Whether you're just starting out, scaling up, or catching up on years of backlogged data, we’re here with proactive support to keep your books on point and your business running smoothly. 

QuickBooks Cleanup & Catch-Up

Messy books happen—our job is to fix them fast and make them reliable. We reconcile every bank and credit card to statements, recategorize transactions, repair opening balances, clean Undeposited Funds, correct transfers, and tune your chart of accounts. We also match A/R and A/P, clear duplicates, and align sales-tax items and liability accounts (including Idaho TAP support). Then we close each month through the latest period and deliver ready-to-file financials plus a short handoff outlining what we fixed and recommended next steps. Most clients roll into monthly accounting with us so the file stays accurate and filings stay on time. 

Tax Services

Abundance specializes in offering comprehensive tax strategy and preparation for individuals, families, and small business owners. Our services include federal and state income tax filing for entities from LLCs, to Partnerships, S-Corps, and C-Corporations. We handle complex income situations such as rental properties, investments, cryptocurrency, and retirement distributions. We also provide multi-state filings, amended returns, and catch-up filings for prior years. For self-employed and high net-worth clients, we calculate quarterly estimated taxes and offer actionable plans and strategies to help reduce your tax liability and maximize your control of your income and assets. Whether you're preparing for tax season or need answers along the way, we're here to ensure you stay compliant, informed, and ensure that the money you’ve earned stays in your pocket, not in Uncle Sam’s!

Payroll Processing

Our payroll processing services are designed to take the hassle out of paying your team and staying compliant with all regulations. We handle employee and contractor payroll runs, direct deposit setup, international contractor payments, tax withholdings, and filings for federal and state payroll taxes. We also manage year-end reporting, including W-2s and 1099s, and ensure everything is filed accurately and on time. Whether you have one employee or a growing team, we’ll help you streamline payroll so you can focus on running your business with peace of mind. 

BOOK A FREE CONSULTATION

PACKAGES

For clients seeking a bundle of services, you'll find a detailed overview of our packages below. You can always book a free consultation with us to discuss the options—we’re more than happy to walk you through the best fit for your needs. If you are in need of services ASAP, you can sign up for one of our packages by clicking the corresponding sign-up button, and we'll get to work for you right away. After clicking the sign-up button, you'll be directed to a secure payment portal and start by paying your first month's billing. As soon as your payment has been received, you will receive an email from Abundance Financial & Tax Services with simple, step-by-step instructions to begin onboarding. Welcome to Abundance! 

Quarterly Service Package

$499/month OR $449/month paid annually at $5,389

  • Cash Basis
  • Quarterly Reconciliation
  • Up to 3 accounts – no classes
  • Total 90 transactions per quarter

SIGN UP HERE

Monthly Reconciliation Package

$849/month OR $764/month paid annually at $9,169

  • Cash Basis
  • Up to 3 accounts / class divisions
  • Total 100 transactions per month
  • Period Close Out and Review
  • 10% discount on tax prep

SIGN UP HERE

Complete Service Package

$2,950/month OR $2,655/month paid annually at $31,860

  • Accrual or Cash Basis
  • Weekly Reconcile
  • Up to 5 accounts
  • Up to 500 total transactions per month
  • AP management
  • Up to 40 vendor bill payments
  • Twice monthly bill pay
  • Annual 1099 filings
  • Period close out and review
  • 15% discount on tax prep 

SIGN UP HERE

Premier Service Package

$7,499/month

  • Accrual or Cash Basis
  • Up to 8 accounts
  • Up to 1000 total transactions
  • AP management
  • Up to 80 vendor bill payments
  • Weekly bill pay
  • Annual 1099 filings
  • Payroll mgmt.
  • Twice monthly payruns
  • Up to 25 employees
  • Monthly Close out and review
  • Annual Close out and review
  • Weekly reconcile
  • Tax prep included
  • 4 Strategic Planning Sessions, with written Action-Plan
  • Quarterly Estimated tax computations and payments included
  • Sales Tax and State Tax filings and payments included 

SEND US A MESSAGE TO LEARN MORE ABOUT THIS PACKAGE

Have questions?

Don't hesitate to reach out via phone or email to learn more or book a free consultation. We are more than happy to answer any questions you may have and learn more about how we can serve you.

CONTACT US

Copyright © 2025 Abundance FTS - All Rights Reserved.

  • WELCOME TO ABUNDANCE
  • ABOUT US
  • SERVICES
  • CONTACT

Abundance Financial & Tax is not a CPA firm.

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