PRICING & FIT

Simple, Transparent Pricing for Tax-Optimized Results

TRLC specializes in U.S. small business companies with up to $200,000 in monthly business expenses and up to 2,000 monthly transaction entries.

ONE STRAIGHTFORWARD PRICE. NO HIDDEN CHARGES. NO UPSELLS.

$325 / month

Or $3,250 / annual

12 months for the price of 10, a savings of $650

YOUR PLAN BENEFITS:

Everything you need to stay organized, tax-ready, and easier to file with greater confidence.

  • Your business records organized and reviewed month by month
  • Legitimate deduction opportunities examined according to your facts, business use, and available support
  • Clear categorization of business activity and expenses
  • Focused questions only when a specific item needs clarification
  • Human oversight where judgment and context matter
  • Organized tax-ready records for use with your tax software or tax preparer
  • Clear supporting records and explanations where they may matter later
  • A structured year-end package that helps you file simply, quickly, and does what your records were meant to do: support the best possible tax outcome!

START YOUR INITIAL MONTH AT NO CHARGE

We use your first month to understand where things stand, begin putting things in order, and confirm what support your business actually needs before you spend a dollar on ongoing service.

WHAT YOU’LL EXPERIENCE IN YOUR FIRST MONTH

We don’t just “take a look.” We begin doing real work right away so you can start seeing progress immediately.

  • We review your current financial setup so important details are not buried somewhere in your records
  • We begin organizing what needs attention so you can stop falling further behind
  • We bring clarity to your current bookkeeping situation so you know where things stand
  • We identify prior items that may need attention before they surprise you later
  • We establish an organized structure from the start so everything remains manageable going forward
  • We begin learning your recurring business patterns, so routine items should require fewer questions over time

You will not be asked to explain every transaction. We focus on the questions that could materially affect how an item is understood, supported, or treated.

By the end of your first month, you should have a clearer understanding of your records, what needs attention, and how TRLC will continue building your tax-optimized financial record system.

IS TRLC A GOOD FIT?

TRLC is designed for U.S. small business companies that:

  • You want to stop wondering whether important details are buried somewhere in your records
  • You want your financial records to reflect the real story of how your business operates
  • You want clarity about where your business stands, without having to become a bookkeeping expert
  • You want one clear monthly price and a process you can count on
  • You want questions only when your knowledge and context genuinely matter
  • You want to reach year-end with organized, tax-optimized records and no surprises

Do you want catch-up tax optimization of your current fiscal year’s earlier months’ records?

Yes, for our new clients who ask for it, we do catch-up work at a 20% discount so you can have a complete year-end tax-optimized package.

NEXT STEP

Choose your plan and start your initial month at no charge.

Choose Your Plan