Planning and preparation of owner’s personal Federal tax return
Starting at: $100 per month
Budget Creation & Annual Update
Starting at: $1,000 plus $75 per month
QB Tech support in excess of package
Starting at: $175 per hour or $800 for a five hour package
Payroll Services
Full service payroll
Employer & Employee Portals
Monthly, Bi-Weekly, or Weekly Pay Dates
Direct Deposit
Benefit & Garnishment Withholding
Direct Import into accounting software if available
Federal & state quarterly tax reporting
Form W-2 & W-3 year end preparation & filing
$86/$61/$40 Base Cost
Small Business Strategic Tax Package
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.
Entity Analysis
Dedicated Tax Manager
Quarterly evaluation of Client Prepared Financial Statements
Spring Strategic Planning Session
Estimated Tax Payment Preparation
Fall Tax Projection
Phone & email response within 48 hours
Starting at: $350 per month
Related Company Tax Preparation
At this time, we do not support tax only clients. However, 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.
Starting at: $1,100
To empower better decisions, check out our package features below:
Advisory
CORE
ADVANCED
ULTIMATE
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
Add On Fee
Add On Fee
Add On Fee
Accounting
Post, modify, adjust, or correct transactions to the books monthly
-
Monthly
Weekly
Reconciliation of all bank accounts, credit cards, and loans
Quarterly
Monthly
Variable
Manage bank and credit card feeds
Add On Fee
Add On Fee
Analyze general ledger
Quarterly
Monthly
Monthly
Maintain Fixed Asset / Depreciation Update
Annual
Quarterly
Monthly
Standard financial statement package
Quarterly
Monthly
Monthly
Weekly Accounts Payable bill pay
-
-
Add On
Delivery by the 25th of the month
1/4 Hour QB Support Monthly
Quickbooks tech support & training
Add On Fee
Add On Fee
Add On Fee
Tax
Prepare Business Entity Federal and State Income Tax Return
Prepare Tangible Property Tax return
Prepare and file sales tax return
Add On Fee
Single Business Owner Quarterly Estimated Tax Payments – Federal
Prepare and file Forms 1099
Add On Fee
Add On Fee
Add On Fee
Individual Tax Preparation and Planning
Add On Fee
Add On Fee
Add On Fee
Tech Stack
Accounting software-QuickBooks Online
Bill payment (BILL)
-
-
Payroll (ADP Run)
Add On Fee
Add On Fee
Add On Fee
Unlock Your Business Potential
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.