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Pricing for Bookkeeping & Tax Services in Houston, Texas
Strategic, Transparent Pricing Without Surprises
At Lumena Rock Financial Services, we believe pricing should reflect the level of partnership and insight you receive, not just the number of transactions in your bank account.
Our pricing is transparent, discussed upfront, and designed for individuals and small business owners in Houston, Texas who want clarity, confidence, and a financial partner they can grow with.
We price based on overall complexity, support needs, and the level of insight required.
Pricing & Plan
Monthly Bookkeeping Services (Houston Businesses)
Strategic Bookkeeping & Financial Support
Our bookkeeping services are designed for business owners who want consistent, accurate financial reporting and proactive support that helps you understand your numbers and make informed decisions.
This starting price is ideal for service-based businesses with steady monthly activity.
Monthly bookkeeping services typically include:
- Transaction categorization and review
- Bank and credit card reconciliations
- Month-end financial statements
- Profit & loss and balance sheet reports
- Ongoing bookkeeping support and guidance
Best for: Houston-based small businesses, LLCs, and service providers who want reliable financial insight—not micromanagement by transaction count.
As your business grows, your bookkeeping services can scale with you.
Tax Preparation Services (Houston & Texas Clients)
Individual Tax Preparation
Our individual tax services go beyond form completion. We prepare your return accurately while keeping an eye on opportunities that support your broader financial goals.
Includes:
- Form 1040 individual tax return
- Common schedules (A, B, C, D as applicable)
- Review for potential tax-saving opportunities
Best for: Individuals, families, and self-employed professionals
Small Business & Schedule C Tax Preparation
Designed for freelancers, independent contractors, and small business owners, our Schedule C tax services focus on both compliance and strategy.
Includes:
- Schedule C preparation
- Business income and expense review
- Tax-saving and planning considerations
Best for: Houston-based self-employed professionals and small businesses
Final pricing depends on complexity and record readiness.
Expedited or last-minute tax filings may be subject to additional fees based on availability.
Popular Option: Bookkeeping + Tax Support
One Financial Partner, All Year
This option is ideal for business owners who want continuity, clarity, and proactive support—without juggling multiple providers.
Includes:
- Monthly bookkeeping services
- Year-end tax-ready financials
- Schedule C or small business tax preparation
- Ongoing tax planning support
Best for: Houston small business owners who want a long-term financial partner, not just a tax preparer.
Tax Planning & Advisory Services
Proactive Strategy, Not Just Filing
OR
Custom annual packages available
- Year-round tax planning
- Income and expense optimization strategies
- Strategic guidance for business owners
Best for: Clients who want to plan ahead and make informed financial decisions.
Cash Flow & Financial Forecasting
We help Houston business owners gain clarity around cash flow and future performance through customized forecasting and financial modeling.
Includes:
- Cash flow analysis
- Financial projections
- Scenario planning for growth
Data Analysis & Business Insights
For businesses ready to use data to inform smarter decisions, we provide custom analysis that turns numbers into insight.
Includes:
- Custom data models
- Sales and operational insights
- Actionable reporting
What Determines Final Pricing?
Your final pricing may vary based on:
- Business size and complexity
- Volume and consistency of financial activity
- Cleanup or catch-up needs
- Filing requirements and deadlines
All pricing is discussed and approved before work begins—so there are no surprises.
Not Sure What You Need?
You don’t have to figure it out alone.
Schedule a Complimentary Discovery Call
We’ll review your situation and recommend the right level of support—no pressure, no obligation.
Why Clients Choose Lumena Rock
- Strategic, not transactional
- Clear pricing and expectations
- Judgment-free, client-centered support
- A long-term financial partner invested in your success