CORE
plan starting at
$550monthly
- ✓ Business Tax Return preparation
- ✓ Bi-annual Tax Planning Meetings
- ✓ MONTHLY ACCOUNT PROCESSING
- ✓ Reconcile up to 3 Bank Accounts / Credit Cards / Loans
- ✓ Up to 100 Transactions a Month
- ✓ Deliver Financials by the 28th
ADVANCED plan starting at
$760monthly
- ✓ Business Tax Return preparation
- ✓ Bi-annual Tax Planning Meetings
- ✓ MONTHLY ACCOUNT PROCESSING
- ✓ Reconcile up to 6 Bank Accounts / Credit Cards / Loans
- ✓ Up to 400 Transactions a Month
- ✓ Deliver Monthly Financials by the 28th
- ✓ Syft Analytics custom dashboard
ULTIMATE plan starting at
$1400monthly
- ✓ Business Tax Return preparation
- ✓ Dedicated Tax & Accounting Manager
- ✓ WEEKLY ACCOUNT PROCESSING
- ✓ Reconcile up to 8 Bank Accounts / Credit Cards / Loans
- ✓ Up to 900 Transactions a Month
- ✓ Deliver Weekly Financials by the 18th
- ✓ Syft Analytics custom dashboard
+ ADD-ONS +
SOLE PROPRIETORSHIP plans starting at
$397monthly
- ✓ Dedicated Tax Manager
- ✓ Review of Financial Statements (prepared by client)
- ✓ Spring Business Brainstorming Session
- ✓ Estimated Tax Payments
- ✓ Entity Analysis
- ✓ Fall Tax Planning Meeting
- ✓ Advice on Tax Deferred Retirement Accounts
- ✓ Reasonable Email/Phone Call Support
CORPORATION /PARTNERSHIP plans starting at
$447monthly
- ✓ Dedicated Tax Manager
- ✓ Review of Financial Statements (prepared by client)
- ✓ Spring Business Brainstorming Session
- ✓ Estimated Tax Payments
- ✓ Entity Analysis
- ✓ Fall Tax Planning Meeting
- ✓ Advice on Tax Deferred Retirement Accounts
- ✓ Reasonable Email/Phone Call Support
+ ADD-ONS +
MONTHLY
$86base cost
- ✓Full Service Payroll
- ✓Employer & Employee Portals
- ✓MONTHLY PAY DATE
- ✓Direct Deposit & Pay Cards
- ✓Wage Withholding & Garnishments
- ✓Tax Compliance
- ✓Includes up to 3 Employees
- ✓Year End Reporting – $75 + $5/w2
BI-WEEKLY
$61base cost
- ✓Full Service Payroll
- ✓Employer & Employee Portals
- ✓BI-WEEKLY or SEMI-MONTHLY PAY DATE
- ✓Direct Deposit & Pay Cards
- ✓Wage Withholding & Garnishments
- ✓Tax Compliance
- ✓Includes up to 3 Employees
- ✓Year End Reporting – $75 + $5/w2
WEEKLY
$40base cost
- ✓Full Service Payroll
- ✓Employer & Employee Portals
- ✓WEEKLY PAY DATE
- ✓Direct Deposit & Pay Cards
- ✓Wage Withholding & Garnishments
- ✓Tax Compliance
- ✓Includes up to 3 Employees
- ✓Year End Reporting – $75 + $5/w2
+ ADD-ONS +
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