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Service Packages

Support that scales with you

Basic

Starting at $450/mo.

Deluxe

Starting at $700/mo.

Elite

Starting at $1,050/mo.

  • Individual Tax Return
  • Business Tax Return
  • Quarterly Review of Books
  • Owner Payroll (Salary)
  • One Tax Projection Per Year
  • One Scheduled Call Per Quarter
  • Individual Tax Return
  • Business Tax Return
  • Cash Basis Bookkeeping
  • Monthly Financial Report
  • Payroll: Salary and/or Hourly
  • Annual 1099 Preparation
  • Annual BPPTR If Applicable
  • Two Tax Projections Per Year
  • One Scheduled Call Per Month
  • Individual Tax Return
  • Business Tax Return
  • Accrual Basis Bookkeeping
  • Monthly Reports and Analysis
  • Payroll: Salary and/or Hourly
  • Annual 1099 Preparation
  • Annual BPPTR If Applicable
  • Quarterly Tax Planning
  • Notice Response
  • W-4 and Reasonable Compensation Review
  • One Scheduled Call Per Month

 

Returns, handled.

Compliance Only

Starting at $800 for individual tax returns and $1,500 for business tax returns.

 

 

 

Add expertise when needed.

Additional Services

  • Trust Tax Return
  • Quickbooks Training
  • Complex Tax research
  • Notice Response
  • Single Member to S-Corporation Election (Form 2553)