$199
per month, founding rateMonthly books, reconciliation, month end summary, and your private portal.
Bookkeeping launching first ยท Tampa, FL
Part of The Sarnoff Group
Sarnoff Tax & Books
Clean books all year, and a tax season that is not a scramble. We keep your numbers current every month, so filing time is a review, not a rescue mission.
No call to book. Request the demo and the full walkthrough, video, portal, setup, features, and options are sent to you to review in your own time.
Based in Tampa, working with clients in all 50 states.
Monthly
Books closed and summarized every month
20
Tax clients for the coming filing season, by design
Portal first
Documents through a secure portal, never by email
All 50 states
Based in Tampa, FL. Serving bookkeeping and federal tax clients nationwide, 100% virtual through the portal.
Services
What we do
The short list. Full details on each service are in the demo.
No. 1Launching now
Monthly Bookkeeping
Books categorized, reconciled, and closed every month, with a plain English summary.
No. 2
Cleanup and Catch-Up Books
Back months rebuilt and reconciled, then a clean handoff into monthly service.
No. 3
QuickBooks Setup
A QuickBooks Online file built for your business and set up right the first time.
No. 4
Payroll Coordination and Sales Tax
Payroll recorded correctly each run, and sales tax tracked and filed on time, based on where your business files.
No. 5Waitlist
Tax Preparation
Federal returns for individuals and small businesses, from books kept clean all year.
No. 6Coming later
Tax Planning and IRS Representation
Arrives with the Enrolled Agent phase. That credential is in progress and is not claimed before it is earned.
Run with AI, reviewed by a person. AI handles sorting, reminders, and drafts behind the scenes. A person approves the work, and AI never signs or files a return.
Founding Pricing
Founding pricing, while the first group forms
$349
per month, founding rateEverything in Starter, plus payroll coordination and sales tax.
$599
one time, starting atCatch-up for books that are behind, priced after a short review.
$299
one timeA proper setup for a new or messy QuickBooks Online file.
Founding rates are for the first 10 bookkeeping clients and are locked for 12 months. Standard rates after the founding cohort are $299/mo Starter and $499/mo Growth. Month to month, no long contract. Full inclusions are in the demo. Tax pricing is published when enrollment opens.
Founding pricing
Locked for 12 months for the first 10 bookkeeping clients.
A modern portal
Your own login, secure uploads, and a faster month end.
Month to month
No long contract. We earn it every month.
Fixed pricing
One clear price. No hourly surprises.
Direct access
Message the owner in your portal, not a call center.
Client Portal
Your own private portal
Clients log in to their own portal and do everything there. The full tour is in the demo.
- Your login, only your business. No other client can see your portal.
- Secure uploads, verified receipts. Every file is timestamped and marked Received, then Verified.
- Everything in one place. Your checklist, messages, invoices, and deadlines.
- Managed from one admin side. The owner runs every client from a single secure admin view.
Client Login is the entry point to the live portal. Portal access opens to clients at onboarding.
Your private portalSecure
Document Checklist
5 of 7 received and verified for this month
Bank statementsVerified
Credit card statementsVerified
Sales tax confirmationStill needed
Month endIn review
How It Works
Three steps, no call needed
01
Get the demo
Request it below. The demo is sent to you, not posted here.
02
Watch and read
The demo includes the walkthrough video and the full details on the portal, setup, features, and your options.
03
Pick and onboard
Choose your option, then sign and onboard inside your portal. Nothing is charged until you sign an engagement there.
Get the Demo
The details live in the demo
This page stays short on purpose. Request the demo and you get the walkthrough video and the full details on the portal, setup, features, and your options, sent to you to review in your own time.
Based in Tampa, FL. Serving bookkeeping and federal tax clients nationwide, 100% virtual through the portal.
Demo requested
Your demo is on its way.
Your demo is on its way. It includes the walkthrough video and the full details on the portal, setup, features and your options.
Tax Waitlist
Tax enrollment is not open yet.
We will take 20 tax clients for the coming filing season, bookkeeping clients first, then the waitlist in order. Join through the demo form above by choosing Tax Preparation.
20
Tax clients for the coming season. The cap is real, so every return gets proper review.
Questions
Before you ask
Do I need to be in Tampa?
No. Everything runs through your portal, so we work with bookkeeping clients and federal tax clients anywhere in the United States. Some states add their own preparer registration for returns in that state, and we confirm any state requirement before taking a return there. State tax agency representation is handled case by case.
When does tax open?
Tax enrollment is not open yet. It opens for the coming filing season to the waitlist first, capped at 20 tax clients, with bookkeeping clients invited before the general waitlist.
Is my data secure?
Yes. You log in to your own portal with multi-factor authentication, your account is isolated from every other client, and documents move only through the portal, encrypted, with an audit trail. Please never email sensitive documents.
Do I need to get on a call to start?
No. Request the demo, watch the video, read the full details, and pick your option when you are ready. Onboarding happens in the portal. If you need a person, request human help in the portal.