Your Vaulted Plan

You're in, Kenny.

Payment received. Here is your copy of the Kenny Lewis scope.

What's included

Monthly bookkeeping

Bluevine, Capital One, Chase and Amex, sorted and reconciled every month.

2026 caught up

We bring this year's books up to date first. Your $500 Discovery deposit was credited to today's payment.

Tax strategy

Per diem, mileage, Roth allocation and HSA, planned through the year.

Quarterly payroll filings

Your S corp's Form 941, filed every quarter.

2026 taxes filed

Your S corp and personal returns, federal and state, for every state you file in.

Send your S corp documents

Your S corp approval letter and formation papers, so we can file correctly.

Your monthly

$266.67 charges the same card or bank on the same day each month.

Payments

2026 catch-up (10 months, less $500 deposit) Paid	$2,166.70
Vaulted OS plan On the same day each month · starts Dec 12, 2026	$266.67/mo

Download your scope

We'll reach out to set up your kickoff call.