QUARTERLY PLANS starting at
$298monthly (Price includes Business Tax Return prep)
- ✓Dedicated Staff Accountant
- ✓Dedicated Accounting Manager
- ✓QUARTERLY ACCOUNT PROCESSING
- ✓Reconcile up to 3 Bank Accounts / Credit Cards / Loans
- ✓Up to 100 Transactions a Month
- ✓Deliver Quarterly Financials by the 28th
MONTHLY PLANS starting at
$420monthly(Price includes Business Tax Return prep)
- ✓Dedicated Staff Accountant
- ✓Dedicated Tax & Accounting Manager
- ✓MONTHLY ACCOUNT PROCESSING
- ✓Reconcile up to 6 Bank Accounts / Credit Cards / Loans
- ✓Up to 400 Transactions a Month
- ✓Deliver Monthly Financials by the 28th
WEEKLY PLANS
starting at
$665monthly(Price includes Business Tax Return prep)
- ✓Dedicated Staff Accountant
- ✓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
+ ADD-ONS +
SOLE PROPRIETORSHIP plans starting at
$231monthly
- ✓Dedicated Tax Manager
- ✓Review of Financial Statements (prepared by client)
- ✓Spring Business Brainstorming Session
- ✓Section 199A QBID Analysis
- ✓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
$298monthly
- ✓Dedicated Tax Manager
- ✓Review of Financial Statements (prepared by client)
- ✓Spring Business Brainstorming Session
- ✓Section 199A QBID Analysis
- ✓Estimated Tax Payments
- ✓Entity Analysis
- ✓Fall Tax Planning Meeting
- ✓Advice on Tax Deferred Retirement Accounts
- ✓Reasonable Email/Phone Call Support
+ ADD-ONS +
MONTHLY
$83base 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
$58base 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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