ADD-ON SERVICES

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• 50-Min Virtual Bookkeeping & Tax Coaching Session - View details here. ​

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• Tax Planning Discovery Session - View details here. 

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• Prior Year Tax Return Review - Identify mistakes and missed opportunities.

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• Monthly Bookkeeping - ​Monthly bookkeeping is geared towards maintaining current financial records. Categorize, add payees, reconcile monthly accounts, and close the books. ​

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• Monthly Reports - Produce monthly Profit & Loss and Balance Sheet reports​

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• Bookkeeping Cleanup - The process of rectifying discrepancies, errors, or inconsistencies in financial records from the past. 

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• State and Local Sales & Excise Tax Returns - Prepare and file monthly, quarterly, or annual WA State and City sales and excise tax returns. 

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• First IRS Notice Correspondence Response - We will read and respond to the first IRS notice you receive. 

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• Income Tax Preparation - We will prepare and file your Federal and State business and personal tax returns. 

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• IRS Account Monitoring - Electronic monitoring of your IRS account. ​​​​

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• Quarterly Estimated Tax Payments - We will calculate your quarterly estimated tax payments and create payment vouchers for you.

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• 1099 Tax Filing - Prepare and file the Form 1099s. 

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• Secure Client Portal - Access your secure client portal 24/7 from the comfort of your home using a computer or smartphone. 

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• Expert Tax Advice Year-Round - Get your tax questions answered year-round. 

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• Tax Deadline Reminders - You won't forget another tax due date. We will send you email reminders. 

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• Tax Extensions - We will prepare and file a tax extension for your personal and business taxes if needed. 

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• Year-End Coaching Session - We help you prepare for tax season in a 25-minute coaching session. 

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• Year-End Tax Ready Financial Statements - We close the books and get your financial statements ready for tax season. 

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• Payroll Setup and Support - Initial set up with your payroll provider and provide support as a liaison between you and your payroll provider. 

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• Discounts to Software and Programs - Current clients receive exclusive discounts from third-party providers, such as Gusto, ADP, QuickBooks Online, Xero, etc

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• Answer Questions Your Bookkeeper Can’t Answer - Our service is designed to fill that gap, handling questions beyond your bookkeeper's expertise. 

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• Discounted Hourly Rate for Additional Tax Support - View details here. 

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