Explore transparent, value-driven pricing plans tailored to fit the unique financial needs and growth stages of your business with Strategis.
Starting at $500
per month
Starting at $750
per month
Starting at $1,500
per month
Planning and preparation of owner’s personal Federal tax return
If you have “squeaky clean books”, you may not require one of our Small Business Accounting Packages. Our Small Business Strategic Tax Package provides access to our comprehensive business and tax advice and a dedicated tax manager to give greater insight into running your business.
For our Small Business Accounting Package clients if you have a related business such as a rental real estate entity we can handle these returns for you.
Accounting for these businesses is billed separately based on the number of transactions and the complexity of the work.
Regular phone call conversation, emails, and meetings based on level of service
Year-end tax projection for one owner
Planning to optimize taxes
Budget creations and annual update
Post, modify, adjust, or correct transactions to the books monthly
Reconciliation of all bank accounts, credit cards, and loans
Manage bank and credit card feeds
Analyze general ledger
Maintain Fixed Asset / Depreciation Update
Standard financial statement package
Weekly Accounts Payable bill pay
Delivery by the 25th of the month
1/4 Hour QB Support Monthly
Quickbooks tech support & training
Prepare Business Entity Federal and State Income Tax Return
Prepare Tangible Property Tax return
Prepare and file sales tax return
Single Business Owner Quarterly Estimated Tax Payments – Federal
Prepare and file Forms 1099
Individual Tax Preparation and Planning
Accounting software-QuickBooks Online
Bill payment (BILL)
Payroll (ADP Run)
Regular phone call conversation, emails, and meetings based on level of service
Year-end tax projection for one owner
Planning to optimize taxes
Budget creations and annual update
Post, modify, adjust, or correct transactions to the books monthly
Reconciliation of all bank accounts, credit cards, and loans
Manage bank and credit card feeds
Analyze general ledger
Maintain Fixed Asset / Depreciation Update
Standard financial statement package
Weekly Accounts Payable bill pay
Delivery by the 25th of the month
1/4 Hour QB Support Monthly
Quickbooks tech support & training
Prepare Business Entity Federal and State Income Tax Return
Prepare Tangible Property Tax return
Prepare and file sales tax return
Single Business Owner Quarterly Estimated Tax Payments – Federal
Prepare and file Forms 1099
Individual Tax Preparation and Planning
Accounting software-QuickBooks Online
Bill payment (BILL)
Payroll (ADP Run)
Regular phone call conversation, emails, and meetings based on level of service
Year-end tax projection for one owner
Planning to optimize taxes
Budget creations and annual update
Post, modify, adjust, or correct transactions to the books monthly
Reconciliation of all bank accounts, credit cards, and loans
Manage bank and credit card feeds
Analyze general ledger
Maintain Fixed Asset / Depreciation Update
Standard financial statement package
Weekly Accounts Payable bill pay
Delivery by the 25th of the month
1/4 Hour QB Support Monthly
Quickbooks tech support & training
Prepare Business Entity Federal and State Income Tax Return
Prepare Tangible Property Tax return
Prepare and file sales tax return
Single Business Owner Quarterly Estimated Tax Payments – Federal
Prepare and file Forms 1099
Individual Tax Preparation and Planning
Accounting software-QuickBooks Online
Bill payment (BILL)
Payroll (ADP Run)
Regular phone call conversation, emails, and meetings based on level of service
Year-end tax projection for one owner
Planning to optimize taxes
Budget creations and annual update
Post, modify, adjust, or correct transactions to the books monthly
Reconciliation of all bank accounts, credit cards, and loans
Manage bank and credit card feeds
Analyze general ledger
Maintain Fixed Asset / Depreciation Update
Standard financial statement package
Weekly Accounts Payable bill pay
Delivery by the 25th of the month
1/4 Hour QB Support Monthly
Quickbooks tech support & training
Prepare Business Entity Federal and State Income Tax Return
Prepare Tangible Property Tax return
Prepare and file sales tax return
Single Business Owner Quarterly Estimated Tax Payments – Federal
Prepare and file Forms 1099
Individual Tax Preparation and Planning
Accounting software-QuickBooks Online
Bill payment (BILL)
Payroll (ADP Run)
Dive into “10 Mistakes that Increase Your Risk of a Tax Audit” and discover actionable strategies to enhance your cash flow and elevate your business.
15955 N Florida Ave Ste 101
Lutz, FL 33549
(813) 931 2551
Dive into “10 Mistakes that Increase Your Risk of a Tax Audit” and discover actionable strategies to enhance your cash flow and elevate your business.