At Rockerbox Tax Solutions, we provide three core services—Bookkeeping, Tax, and Payroll Solutions—designed to support small businesses at every stage of growth. Each service can be used independently or together for a streamlined financial operation. Many of our clients start with just one service and gradually expand to additional solutions over time as their business needs evolve. Best of all, no matter how many services you use, you’ll always work with one dedicated Client Success Manager who understands your business and provides consistent, personalized support.
Bookkeeping
Keep your financials organized & accurate.
We categorize transactions, reconcile accounts, and provide accurate financial reports to help you track profitability and cash flow. Whether you’re a solopreneur, a growing business, or a multi-entity operation, our bookkeeping service keeps your records up to date, making tax season and financial decision-making easier.
Starter
For solopreneurs & startup businesses
- Monthly transaction categorization (up to 100 transactions)
- Bank & credit card reconciliation
- Basic financial reports (Profit & Loss, Balance Sheet)
- Email support
- Quarterly check-in with a bookkeeping expert
Growth
For growing small businesses
- Everything in Starter, plus:
- Monthly transaction categorization (up to 300 transactions)
- Sales tax tracking & reporting
- Invoicing & accounts receivable tracking
- Bill pay & accounts payable management
- Dedicated bookkeeping specialist
- Monthly financial review call
Premium
Established businesses & high-volume transactions
- Everything in Growth, plus:
- Monthly transaction categorization (up to 1,000 transactions)
- Payroll processing support
- Budgeting & cash flow forecasting
- KPI tracking & customized financial reports
- Expedited support response
- Quarterly tax planning session
Enterprise
For larger businesses or complex needs
- Everything in Premium, plus:
- Unlimited transactions
- Advanced financial reporting & dashboards
- Multi-entity & multi-location support
- CFO-level advisory & strategic planning
- Dedicated account manager
- Priority support with same-day responses
Starting at $999
Add-ons Available: Catch-up bookkeeping (pricing based on volume), Payroll processing integration, QuickBooks/Xero setup & training, and Tax preparation services.
Tax Filing
Stay compliant & maximize deductions. We handle federal and state tax filings, ensuring accurate and on-time submissions while helping you claim every eligible deduction and credit. Whether you’re a single-member LLC, an S-Corp, or a multi-state business, we’ll optimize your tax strategy and ensure compliance with IRS regulations.
Starter
For solopreneurs & startup businesses
- Federal & state tax return filing (Form 1040 + Schedule C)
- One business entity filing (Single-member LLC or Sole Proprietor)
- Basic tax deductions & credits optimization
- IRS e-filing & direct deposit refund processing
- One 30-minute tax planning session
Growth
For growing small businesses
- Everything in Starter, plus:
- Business entity filing (S-Corp, Partnership, or Multi-member LLC)
- Depreciation & asset management
- Quarterly estimated tax payment calculations
- Sales tax reporting guidance
- Audit protection & IRS notice assistance
- One-hour tax strategy session
Premium
Established businesses & high-volume transactions
- Everything in Growth, plus:
- Multi-state tax filings
- Employee payroll tax filings (Forms 940, 941, W-2s, and 1099s)
- Advanced tax deductions & credits (R&D, WOTC, FICA Tip Credit, Cost Segregation)
- IRS & state tax representation for audits or notices
- Ongoing tax strategy and compliance updates
- Quarterly tax planning sessions
Enterprise
For larger businesses or complex tax needs
- Everything in Premium, plus:
- Unlimited tax consultation support
- Corporate tax filings (C-Corp, large S-Corp, multiple entities)
- Tax optimization strategies for multi-entity & multi-state businesses
- Advanced tax credits & incentives analysis
- CFO-level tax advisory services
- Priority support with same-day response times
Add-ons Available: Additional state tax filings ($99 per state), Prior-year tax return amendments ($249 per year), IRS audit defense & representation (custom pricing), and Bookkeeping + Tax Bundles for better savings
Payroll
Ensure seamless employee payments & tax compliance. Our payroll service automates employee payments, manages tax withholdings, and integrates with state and federal reporting requirements. Whether you have one employee or hundreds, our payroll solutions ensure everyone is paid accurately and on time—without the administrative headaches.
Payroll
$9.95 / W2 Employee / Month
$2.95 / 1099 / Month
- Full-service payroll processing (weekly, biweekly, or monthly)
- Direct deposit & paystub generation
- Federal, state, and local tax withholding & filing
- Unlimited electronic year-end W-2s & 1099s
- Employee self-service portal
- Dedicated Client Success Manager
- Free payroll conversion – up to two years of reports
- Automated payroll tax payments & compliance tracking
- Workers’ compensation reporting & integration
- Time-tracking included and integration available
- PTO & sick leave tracking
- New hire reporting to state agencies
- One-on-one payroll setup assistance (free)
- Monthly payroll compliance check
- Multi-state payroll processing
- Garnishments & deductions management
- Health benefits & retirement plan (401k) integration
- Advanced reporting & payroll analytics
- Multiple locations
- Executive compensation & bonus payroll structuring
Discounts apply to entities with more than 20 full-time employees