Tax Prep + Bookkeeping · Small Business & Individuals · Central PA

Taxes done right. Books squared away.

Flat-fee tax preparation for small business owners and individuals, backed by the monthly bookkeeping that keeps you ready for it — from someone who handles both.

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The Rundown

Sound familiar?

Quarterly estimated taxes catch you off guard. Every single time.

You started an LLC or S-corp and you're still not sure you set it up the right way.

1099s for contractors and vendors get done in a panic the last week of January.

Your bank feed hasn't been touched since March. Receipts live in a drawer, an inbox, or nowhere.

You don't actually know your profit margins. Revenue looks fine — profit is a mystery.

Your last preparer disappeared after April 15 and never picked up the phone again.

Tax Services

Federal and state returns, done for real people who run a business.

Priced by complexity, quoted before anything is filed. Full published pricing lives on the pages below — individual returns are a flat, transparent table; business returns start at a price and are confirmed with a quick consult.

Individual Returns From $149

1040 prep for W-2, self-employed, rental, investment, and multi-state filers — every price published up front.

See individual pricing
Business Returns From $450

S-corps, partnerships, bookkeeping retainers, payroll, entity selection, and advanced tax strategy for owners.

See business pricing
Reasonable Compensation Review Quarterly Estimated Tax Planning Multi-Year Tax Projection Solo 401(k) & SEP IRA Setup Rental & Real Estate Strategy Multi-State & 1099-NEC Filing Entity Selection & New Business Setup IRS Audit Representation
Bookkeeping Rates

One flat number. No surprises.

Priced like a project, not billed like a lawyer. Pick the tier that fits your team — move up or down whenever your business does.

PREPARED FORSmall Businesses — Central PA
ESTIMATE № CST‑001
VALID ON ACCEPTANCE
Starter
$295/mo
Solo operators, one account, up to 30 transactions a month.
  • Monthly reconciliation✓
  • P&L + balance sheet✓
  • 1 bank / card account✓
  • Quarterly tax check‑in✓
Most common
Standard
$350/mo
Up to 100 transactions a month, up to 2 accounts, straightforward reporting.
  • Everything in Starter✓
  • Up to 2 accounts✓
  • Class / project tracking✓
  • 1099‑NEC prep & filing✓
Growth
$499/mo
100+ transactions, multiple accounts, payroll-ready, contractor/vendor payments.
  • Everything in Standard✓
  • Payroll bookkeeping✓
  • Custom financial reporting✓
  • Priority turnaround✓
Books a mess? Catch‑up cleanup from $400. Payroll add-on: $75/mo base + $8/employee. Request this estimate
Every plan includes: direct access to me — not a support queue, not a junior associate reading off a script. QuickBooks Online ProAdvisor certified. And a Tax-Ready Guarantee: if your books aren't tax-ready by March 1, I'll fix any outstanding issues at no extra charge.
How It Runs

Three steps, start to finish.

01 — Estimate

Free look at your books

Send over what you've got, messy or not. You'll get a flat monthly rate and a clear cleanup number if there's backlog — no guessing games.

02 — Setup

Chart of accounts, built right

Your QuickBooks file gets set up (or fixed) to actually reflect how your business works — revenue streams, vendors, project or department tracking, the whole picture.

03 — Monthly Close

Books closed, reports in hand

Every month, reconciled and closed by the same date. You get a P&L that actually tells you if the business made money.

Who's Doing The Work

Local, licensed, and built for small business.

Clear Street Tax is run by Joe Balkovic, a Mechanicsburg-based accountant with a degree in accounting, an IRS-issued PTIN, and current candidacy for the IRS Enrolled Agent exam — so your return and your books are handled by the same person who knows both.

No enterprise clients, no retail chains. Just small businesses and individuals who want a preparer who actually understands cash flow, contractor payments, and why your March invoices don't match your March deposits.

EA CANDIDATE IRS PTIN HOLDER QBO PROADVISOR MECHANICSBURG, PA
Joe Balkovic, founder of Clear Street Tax
Joe BalkovicFounder, EA Candidate
Based inCumberland County, PA
ServesSmall businesses, nationwide-remote
PlatformQuickBooks Online
PricingFlat monthly fee
Response time1 business day
Get Started

Let's talk taxes and books.

Fill out a short intake form — what you need (a return filed, books cleaned up, or both) and where things currently stand. You'll hear back within a day.

Start the intake form →

Prefer email? contact@clearstreettax.com