BUSINESS TAX & BOOKKEEPING
Refreshingly simple and personal monthly accounting and tax.
Starting at - $385/Mo
Corporate Tax Preparation (Federal and State)
Personal Tax Preparation and Filing (1 Owner, Federal and State)
Review and Response to Routine Tax Notices
Monthly Bank and Credit Card Bookkeeping and Reconciliations
Quickbooks Online Software (QBO Essentials)
No Charge Email Correspondence with Managers, 3 business day response time
Annual Report Package and Accounting Adjustments for Year End Close
Out of Scope Request $25o per hour
COMPLETE
ACCOUNTING ESSENTIALS
A CPA firm to do your accounting and save in tax too.
Starting at - $545/mo
Corporate Tax Preparation (Federal and State)
Personal Tax Preparation and Filing (1 Owner, Federal and State)
Review and Response to Routine Tax Notices
Monthly Quickbooks Bookkeeping, Accounting, & Full Month end Close
Quickbooks Online Software (QBO Essentials)
No Charge Email Correspondence with Managers 3 business day response time
Month-end Internal Management Use Financial Report Package
No Charge for Short Phone Calls with Managers
No Charge Email Correspondence with Principals, 3 business day response time
Year End Tax Planning and Strategy Meeting
Out of Scope Requests $220 per hour
SMALL BUSINESS ADVISOR beta
Pros working side by side with you to improve your business.
Starting at - $1,145/mo
Corporate Tax Preparation (Federal and State)
Personal Tax Preparation and Filing (1 Owner, Federal and State)
Review and Response to Routine Tax Notices
Monthly Quickbooks Bookkeeping, Accounting, & Full Month end Close
Quickbooks Online Software (QBO Essentials)
No Charge Email Correspondence with Managers 3 business day response time
Month-end Internal Management Use Financial Report Package
No Charge for Short Phone Calls with Managers
No Charge Email Correspondence with Principals, 3 business day response time
Year End Tax Planning and Strategy Meeting
Set up of initial Strategic Plan and Goal setting
Cloud based projection software subscription
Monthly call with Principal for Milestones, Budget and Benchmarks
No Charge for Short Phone Calls with Principals
Out of Scope Requests $180 per hour