What this service is

Accounting & Tax Compliance is a structured service that keeps your US business financially clean, tax-ready, and audit-ready. We combine disciplined bookkeeping, sales tax and payroll coordination, and year-end filing support (with CPA/EA partners where required) into one operating system.

This service is designed to deliver:

• accurate books you can rely on (not “end-of-year guesses”)

• a repeatable monthly close process and clear reporting

• sales tax and payroll workflows that reduce compliance risk

• filing-ready packages for federal and state returns

• a clean records trail for banks, investors, and counterparties

Who this is for

This service is a fit if you are:

• a new US entity that wants clean books from month one

• an LLC, corporation, S-corp, partnership, or sole proprietor that needs consistent compliance

• a founder who wants to understand cash flow and margins, not just “accounting outputs”

• an e-commerce or SaaS business dealing with multi-state sales tax, platforms, or subscriptions

• a company hiring US staff or contractors and needing payroll discipline

• a business behind on bookkeeping, filings, or notices and needing a structured catch-up plan

• a foreign-owned US business that needs bank- and compliance-ready documentation

What “compliance” means in practice

US compliance is not one task. It is a system of recurring obligations and documentation discipline:

• bookkeeping and reconciliations that match reality

• sales tax compliance driven by nexus and marketplace rules

• payroll setup, filings, and year-end forms

• federal and state income/franchise tax return readiness

• rapid response to IRS/state notices with a defensible record set

Key principle: the best outcome is not “filing something.” The best outcome is books and records that make every filing defensible.

What we typically help you build

Depending on your structure and activity, your compliance foundation usually includes:

• chart of accounts aligned to how you run the business

• bank/merchant reconciliation discipline

• AP/AR workflow (who approves, who pays, what evidence is stored)

• class/project tracking for margin visibility (when relevant)

• month-end close checklist with roles and deadlines

• documentation standards (receipts, invoices, contracts, payroll support)

• reporting packs for owners, lenders, and internal decision-making

Service workflow

1) Intake and scoping

We gather the minimum needed to scope your compliance system:

• entity type and ownership structure (LLC, corporation, S-corp pathway, partnership, sole prop)

• states where you operate, sell, hire, or ship

• revenue model (services, e-commerce, subscriptions, marketplace, wholesale)

• banking, payment processors, and accounting platform status

• current backlog (months missing, reconciliations, notices, prior filings)

2) System setup or cleanup

We establish a clean accounting base:

• QuickBooks Online setup or cleanup (when applicable)

• chart of accounts, classes, and tracking rules

• opening balance review and reconciliation approach

• document capture standards and approval workflow

3) Monthly bookkeeping and close

We run a repeatable monthly process:

• bank and merchant reconciliations

• categorization with evidence discipline (not “miscellaneous”)

• AP/AR and expense controls (as needed)

• month-end close and review notes

• escalation list of anomalies (missing invoices, unusual transactions, owner draws)

4) Sales tax and payroll coordination (when applicable)

We implement controlled compliance workflows:

• sales tax registration mapping (state-by-state)

• nexus and marketplace seller review for risk and scope

• returns workflow and reconciliation plan

• payroll setup and recurring runs

• contractor compliance support (1099 readiness)

5) Year-end tax readiness (with partners where required)

We prepare filing-ready packages for:

• federal returns (1120 / 1120S / 1065 / Schedule C)

• state income/franchise tax returns (state-specific)

• S-corp election support (timing, package, and submission discipline where applicable)

• document packs for your CPA/EA partner to file efficiently and correctly

6) Ongoing management reporting (optional)

For owners who want decision-grade reporting, we provide:

• monthly management reports (P&L, balance sheet, cash flow)

• KPI dashboards and margin analysis

• “virtual CFO” style operating reviews and budgeting support

Benefits of a structured accounting and tax workflow

• Lower risk of expensive cleanups: issues are fixed monthly, not annually

• Bank-ready reporting: consistent numbers and documentation you can stand behind

• Cleaner tax outcomes: accurate classification and recordkeeping reduces surprises

• Better decisions: clarity on cash flow, margins, and runway

• Multi-state discipline: controlled approach to registrations, filings, and evidence

• Notice resilience: a defensible record trail if IRS/state questions arise

Typical premium pricing

Pricing depends on volume, number of states, payroll complexity, and backlog.

• Monthly bookkeeping (single entity, standard volume): $900–$3,500+ / month

• Monthly bookkeeping (higher volume, multi-channel, inventory, multi-entity): $3,500–$12,500+ / month

• QuickBooks Online setup & cleanup: $1,500–$6,500+

• Catch-up bookkeeping (“backlog cleanup”): $2,500–$15,000+ (high complexity can exceed this)

• Sales tax registration (per state): $750–$2,500+

• Sales tax returns & reconciliation (per filing period, per state): $450–$1,500+

• Payroll setup: $850–$2,500+

• Payroll runs & filings: $250–$950+ per run (depends on headcount and states)

• Year-end forms support (W-2 / 1099 readiness package): $950–$4,500+

• Tax return coordination packages (with CPA/EA partners where required):

  • Schedule C: $1,250–$3,500+

  • 1120 / 1120S / 1065: $2,500–$8,500+ (multi-state and complex structures add scope)

• IRS/state notice assistance (with partners where required): $1,250–$6,500+

• Management reporting / “Virtual CFO” dashboards: $2,500–$12,500+ / month

Government fees and third-party filing/CPA/EA fees are not included unless agreed.

Frequently asked questions

1. Do I need monthly bookkeeping if my business is small?
   If you want clean compliance and better tax outcomes, monthly discipline is usually the lowest-risk path. Small businesses often become “complex” quickly once sales tax, payroll, platforms, or contractors appear.

2. Can you help me choose between LLC, S-corp, and C-corp from a tax perspective?
   Yes. We provide a structure-aware workflow and coordinate with CPA/EA partners where required to align entity setup, payroll expectations, and filing obligations.

3. What is the biggest compliance risk for e-commerce businesses?
   Sales tax scope creep. Multi-state nexus, marketplace rules, and inconsistent data can create exposure. A controlled registration and returns workflow reduces that risk.

4. What if my books are a mess and I’m behind?
   That is common. We run backlog cleanup with a defined month-by-month plan, reconcile accounts, and produce a filing-ready package so you can re-enter compliance with confidence.

5. Do you file tax returns directly?
   Where a licensed CPA/EA is required or appropriate, we work with partners. Our role is to deliver clean books, a structured tax package, and coordinated submissions.

6. If I received an IRS or state notice, what should I do first?
   Do not guess. Preserve the notice, confirm deadlines, and assemble the supporting records. We help you build a response pack and coordinate partner support if representation is required.

7. Can you support multi-entity groups or foreign-owned US structures?
   Yes. We standardize reporting packs, intercompany documentation discipline, and multi-entity monthly close workflows for groups.

8. How do you protect confidentiality and sensitive financial data?
   We keep access controlled, request only what is needed, and establish clean retention rules. You get a structured records pack without unnecessary over-collection.

Why businesses choose Yudey

• System-first delivery: not isolated tasks, but an operating workflow you can run monthly

• Tax-ready bookkeeping discipline: classification and evidence designed for filings and diligence

• Multi-state awareness: controlled sales tax and payroll scope mapping

• Partner coordination: clean handoffs to CPA/EA partners for efficient filings

• Audit-ready recordkeeping: a defensible trail for banks, investors, and notices

• Founder-friendly reporting: numbers that support decisions, not just compliance

Request Accounting & Tax Compliance support

Send: your entity type, state(s) of operation, revenue model, accounting platform status, and whether you have payroll or sales tax exposure. We will confirm scope, propose a structured monthly workflow, and deliver a clean compliance plan with pricing aligned to complexity.