We Do More Than “Year-End Cleanups”

At Zastenchik & Co., we work with business owners who want more from their CPA. Our team provides timely, understandable reports, structured planning meetings, and responsive answers all year long—not just at tax time. With us, you’re not hiring a bookkeeper—you’re gaining a financial partner.

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Business Pricing Options

Choose the Right Level of Support

We offer four tailored business service packages. Each one builds on the last—so you get the support you need, no more, no less.

Starting At:

$300 Monthly

One time annual payment

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Business & personal tax returns

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NYS PTET/IT-204-LL filings 

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Ongoing compliance & notice assistance

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Safe harbor quarterly estimated tax calculations

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Dedicated accountant with semi-annual check-in

Simple, reliable tax compliance. Includes personal & business tax prep, tax notice protection, and two semi-annual check-in meetings to keep you on track year-round.

Compliance

Starting At:

$600 Monthly

Proactive

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Everything included in Compliance

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Year end tax planning and projection

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Unlimited year-round support

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Semi annual "Know Your Numbers" financial meeting

Go beyond compliance with proactive tax planning. Includes tax prep, one tax planning and projection meeting to uncover savings opportunities, two “Know Your Numbers” financial reviews, and unlimited quick-question support.

Starting At:

$1,000 Monthly

Advisory

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Everything included in Proactive

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Semi-annual tax planning & projections

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Quarterly “Know Your Numbers” financial meetings & recordkeeping coaching

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Ongoing compliance assistance & dedicated team check-ins

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Semi-annual planning meetings with your Financial Advisor and Attorney

Strategic support for growing businesses. Quarterly financial meetings, two tax planning sessions for forward-looking savings, bookkeeping coaching, and direct collaboration with your financial advisor & attorney.

Executive

Starting At:

$2,500 Monthly

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Everything included in Advisory

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Unlimited tax planning & projections as needed

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Monthly “Know Your Numbers” financial meetings & recordkeeping coaching

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Coaching and streamlining proper record keeping and bookkeeping

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"Skip The Line" priority service, first in queue for everything

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IRS and State audit protection

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Unlimited planning meetings with you Financial Advisor and Attorney as needed

Full-scale accounting leadership. Monthly management meetings, ongoing advanced tax planning, audit protection, and priority service — helping you save time, reduce taxes, and unlock growth opportunities.

Add-On Services

Monthly/Quarterly/Semi-Annual Bookkeeping Services

Starting at:

$300 Monthly

Bookkeeping activities will be conducted on behalf of your business to ensure that all financial 

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Reconciliation of bank and credit card statements.

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Maintain data feeds into your accounting software files.

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Categorization of Income and Expenses.

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Troubleshooting & support.

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Posting of payroll gross ups and accruals if applicable

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Custom Financials Emailed Monthly/Quarterly/Semi-Annually.

Quickbooks Online subscription required. Bank access to required to use this service. Bookkeeping services do not include any Accounts Receivable function. It is the client's responsibility to collect outstanding payments and invoice customers. Bookkeeping does not include any payroll services. The client is responsible for running payroll and keeping payroll information updated with their provider. Bookkeeping services do not include any Accounts Payable function- client is responsible for all bill payment functions.

Fixed Price Offerings:  Prior Year – Catch Up Work – Clean-up – Backwork – Onboarding – Prior Year Business & Personal Tax Returns

Prices subject to change based on your business’s complexity and needs. Packages can be customized with the following add-on services.

Planning for Real People

Financial success looks different for everyone. We work with a wide range of clients, including military members, women in transition, and families planning for the future. Our goal is to provide clear, strategic advise that meets you where you are.

Partners Who Put You First

A Family-Owned Firm with a Client-First Approach

Founded by a father-daughter team, MVEST Wealth Partners has always been more than a financial firm—it’s a family business committed to building strong, lasting relationships with our clients. As we continue to grow, we remain dedicated to providing personalized wealth management, financial planning, and investment strategies tailored to each individual’s unique goals.