For Businesses/Business Owners
We are the perfect partner for you when…
You own a business seeking tailored accounting and tax solutions to help grow your brand and enhance profitability.
You Value Proactive Support:
Wanting a partner who anticipates your needs and provides strategic guidance for financial success.
Your business is ready to delegate accounting, tax functions, and willing and able to invest in an ongoing partnership.
You are open to using QuickBooks online to implement efficient and optimal accounting solutions.
To get started with building your service package, simply choose your main service tier based on your business' current needs.
TIER 1
Business Recordkeeping
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QuickBooks online setup (new QBO accounts)
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Monthly bookkeeping
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Bank/credit card reconciliations
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Monthly reporting
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Annual financial statement & business performance review
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Annual adjusting entries
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Year-End tax reporting package
TIER 2
Business Accounting
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Everything in Tier 1, plus:
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QBO Basic training
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Semiannual financial statement & business performance review
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Receipt management within QBO
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Cash flow projections
TIER 3
Outsourced Accountant
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Everything in Tier 2, plus:
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Quarterly financial statement & business performance review
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Annual budgeting
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Real-time financial information support
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Unlimited client calls
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1099-NEC/MISC filings (nominal filing fee)
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Payroll processing implementation assistance
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Annual Reasonable Comp analysis for S-Corps
STEP 1
CHOOSE YOUR MAIN SERVICE TIER
STEP 2
CHOOSE YOUR TAX SERVICE
Sole Proprietor/Single-Member LLC
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Annual Tax Return preparation
- Business Tax Return
- Form 1040
- 1 State Tax Return -
Annual Tax Planning
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Custom Quarterly Estimated Tax Calculation Recommendations
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Tax Deadline Reminders
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Bonus Services: Potentially savings thousands with our pro tax solutions.
- Continuous Email and Phone Call support
- Tax recommendations updates and support
Partnerships/Multi-Member LLC
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Annual Tax Return preparation
- Federal Form 1065
- State: 1 State Tax Return -
K-1 Package Preparation for each partner
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Semi-Annual Tax Planning
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Tax Deadline Reminders
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Tax return results discussion meeting
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Significant discount on individual tax preparation
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Bonus Services: Potentially savings thousands with our pro tax solutions.
- Continuous Email, Phone, and Video Call Advisory support
- Tax recommendations updates and support
S Corporation
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Annual Tax Return preparation
- Federal: Form 1120-S
- State: 1 State Tax Return -
K-1 Package Preparation for each partner
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Semi-Annual Tax Planning
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Tax Deadline Reminders
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Tax return results discussion meeting
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Significant discount on individual tax preparation
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Bonus Services: Potentially savings thousands with our pro tax solutions.
- Continuous Email, Phone, and Video Call Advisory support
- Tax recommendations updates and support
