Go Paperless · Bookkeeping · Taxes · Automation
Elite Optimization takes the pile of receipts, forms, and statements and turns it into a labeled digital record — sorted, scanned, and organized — that makes filing your tax return fast and accurate. Simple systems then keep your personal and business documents organized year-round, so next tax season is a breeze. For small businesses that want to go hands-free all year, add bookkeeping services to keep the books current and consider automation to replace repetitive tasks.
The path from paperwork to filed
Choose a single service or combine them into a complete tax-readiness workflow. Most customers begin with Go Paperless and continue into the Tax-Ready Package and Tax Preparation. Add Bookkeeping and Automation to stay organized all year.
$225 flat
A focused, roughly 3-hour session — in person, or by document pickup. Sort what's piled up, purge what you don't need, and scan what's worth keeping — tax records, household and personal documents alike — into a simple digital filing system you'll actually keep using.
from $250
Every tax-relevant document scanned into a labeled digital binder alongside your finished return — priced by document volume. Delivered on an encrypted drive or to your own cloud storage.
from $185
Federal + one state return included, e-filed directly; each additional state $50. Business and more complex returns quoted after a short consult; anything outside scope goes to a trusted partner CPA/EA.
$150 one-time
A look at where your books stand today, and a written findings list — what's miscategorized, what has never been reconciled, whether you're paying for a QuickBooks plan you don't need, and what it would take to put right. The easiest place to start, with no commitment to go further — and if you do continue, the full $150 is credited toward your setup.
from $175/month or $300/quarter
Bookkeeping for solo businesses — your QuickBooks subscription included, one bill from me. Weekly monitoring, monthly reconciliation, and statements you can actually read, so your books stay tax-ready all year instead of being rebuilt every spring. Choose monthly or quarterly reports — see the plans under Pricing. Setup starts at $250, and your $150 Books Review counts toward it.
Custom quote
Repetitive admin and document tasks automated around the way your business already runs. Start with a free 15-minute discovery call.
Tax-Ready Package
Based on the quantity and complexity of documents provided.
| Tier | Price | Best For |
|---|---|---|
| Simple | $250 | W-2s, SSA-1099, light paperwork |
| Moderate | $325 | Multiple 1099s, itemized deductions |
| Complex | $400 | Schedule C, heavier document volume |
Bookkeeping
Monthly or quarterly reports, with your QuickBooks subscription included.
| Plan | Price | Transactions | Reports |
|---|---|---|---|
| Quarterly Basic | $300/quarter | Up to 75 a quarter | Quarterly |
| Quarterly Plus | $425/quarter | 76–150 a quarter | Quarterly |
| Micro | $175/month | Under 50 a month | Monthly |
| Solo | $275/month | 50–150 a month | Monthly |
Why Customers Choose Elite Optimization
Whether you're short on time, looking for help with the paperwork, frustrated with technology, or simply ready for a more organized approach, I'm here to help. I'll transform the process into something clear, organized, and stress-free.
For more than 30 years, I've designed and implemented customer-facing automated systems for financial services, government, and healthcare organizations. Sixteen years ago, I created my own paperless organization system to keep important documents at my fingertips year-round, making tax time simple and efficient.
Today, I bring that same attention to detail, commitment to protecting sensitive information, and passion for organization to every customer I serve.
— Sheri Palmer, Tax Preparer & Bookkeeper
Contact
Two ways to start. Book a free 15-minute discovery call and pick a time that works for you, or send a request and I'll get back to you within one business day. Either way there's no obligation and no pressure — we'll work out whether I'm the right fit for what you need.
Pick a time that suits you. Fifteen minutes, no charge, and you'll leave knowing what the work would involve and what it would cost.
Book a CallTell me what you're looking for and I'll reply within one business day. It takes about a minute — your name, your email, and what you need help with.
Send a Request