See the Work Before You Order

Tier samples on request.

Request samples of any two tier deliverables — full-year ledgers I prepared on a real client engagement, fully anonymized. No card, no commitment, no follow-up sales calls. Download links arrive instantly and stay active for three days.

Three tiers. Same client file. Three deliverables.

All three samples are based on the same anonymized client engagement, so you can see exactly what each tier adds. Pick any two below.

Tier 1

Standard

The clean ledger.

$550/year

or $50 per month

Account Summary tab
Categorized General Ledger
Reconciliation to source statements
Year-end totals & live formulas

Sample includes: Full 12-month Excel deliverable

Tax-Ready

The thinking already done.

$825/year

or $75 per month

All Standard features
Notes column flagging transactions
Open Items tab with client questions written for you
Schedule C line mapping

Sample includes: Same engagement, with judgment applied

Tier 3

Cleanup & Audit-Ready

A second professional perspective in writing.

$1,100/year

or $100 per month

All Tax-Ready features
Preparer's Findings Memo signed by Joel Charles
Pattern analysis across the full year
1099-NEC review · commingling flags · owner activity

Sample includes: Full deliverable with signed Memo

Request your samples

Pick up to two tiers below. Required fields marked with *. Download links arrive instantly on screen and by email.

Your name *

Firm name *

Your role *

Email address *

Phone number optional

Which samples?

Pick up to two tiers *

Tier 1 — Standard · $550/year
The clean ledger Tier 2 — Tax-Ready · $825/year Most Popular
The thinking already done Tier 3 — Cleanup & Audit-Ready · $1,100/year
A second professional perspective in writing

Anything specific you want to see? optional

The samples I share are anonymized files from a real engagement — full-year deliverables, not previews. Download links are unique to you and expire after 3 days. The samples remain Charles Tax Group property; please do not redistribute or use them to train AI systems.

Already convinced?

If you've reviewed the tiers and you're ready to submit a project rather than request a sample, head straight to the inquiry form. First-time customers get two engagements for the price of one on the same tier — one offer per firm.

Submit a Project Inquiry