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Where
Success Begins...
Our Plans
Select the right package that best fit your business
Solo (Individuals & Couples) | Solo+ (Self-Employed/Freelancer) | Start-up (New Businesses) | Growth (Expanding Businesses) | Peak (Established Businesses) |
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Secured Client Portal | Secured Client Portal | Secured Client Portal | Secured Client Portal | Secured Client Portal |
Federal Income Tax | Bookkeeping | Business Formation including EIN Filing | Business Systems & Processes Review | Controllership / CFO Services |
Tax Return Review | Payroll Processing & Returns | Accounting System Setup and Support | Bookkeeping | Bookkeeping |
Up to 2 Tax Return Revisions after review | Federal Income Tax Return Preparation | Bookkeeping | Payroll Processing & Returns | Payroll Processing & Returns |
5 Business Day Email-Response | Income Tax Return Review (Annual) | Payroll Processing & Returns | Federal Income Tax Return Preparation | Federal Income Tax Return Preparation |
- | Meeting (Annual) | Federal Income Tax Return Preparation | State Franchise Tax Prep and Submission | State Franchise Tax Prep and Submission |
- | Up to 3 Tax Return Revisions after review | State Franchise Tax Prep and Submission | Financial Statements (Quarterly) | Financial Statements (Monthly) |
- | 4 Business Day Email-Response | Financial Statements (Semi-Annual) | Reviews with a CPA (Quarterly) | Reviews with a CPA (Monthly) |
- | - | Meeting with a CPA (Annual) | Meeting with a CPA (Quarterly) | Meeting with a CPA (Monthly) |
- | - | Income Tax Return Review (Annual) | Financial Planning & Analysis (Annual) | Strategic Analysis and Planning (Annual) |
- | - | Up to 5 Tax Return Revisions after review | Income Tax Return Review (Annual) | Income Tax Return Review (Annual) |
- | - | 3 Business Day Email-Response | Up to 10 Tax Return Revisions after review | Unlimited Tax Return Revisions |
- | - | - | 2 Business Day Email-Response | 24 Hours Email-Response |
Notes:
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Looking for an individualized service, a la carte option or would like to mix/match service plan that best fit your unique business, contact us and we can work on a solution that best fit your situation.
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Bookkeeping service include account set-up, general ledge account maintenance, bank reconciliation and catch-up or clean-up services if you are behind on your books.
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Financial Statements include Income Statement and a Balance Sheet. Cash Flow Statement available if separately added in the package.
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All Packages include free extension filing if you are not ready to file by the deadline. Note, any tax due amount is due at the time of extension to avoid any penalties.
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