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MEMBERSHIP OPTIONS
Pay-As-You-Go Tax Preparation
600$Every yearIdeal for Sole Prop, SMLLC, and PLLC with your own Bookkeeper- *Starting at $600 Per Year+*
- Prior Year Tax Return Review
- Income Tax Preparation (Personal + Schedule C)
- Tax Deadline Reminders
- Copies of Your Tax Return Upon Request
- 25-Min Year-End Bookkeeping Review
- 25-Min Year-End Planning & Tax Return Review
- Quarterly Estimated Tax Payment Vouchers
- 24/7 Secure Client Portal
- IRS Correspondence Notice
- Best Value
Business Packages
500$Every monthIdeal for LLCs, PLLCs, Partnerships, S-Corp, and C-Corps- *Starting at $500 Per Month+
- Prior Year Tax Return Review
- *Coaching & Advisory Sessions
- *Income Tax Preparation (Business + Personal)
- Quarterly Estimated Tax Payments
- Tax Extensions
- Tax Deadline Reminders
- Copies of Your Tax Return Upon Request
- 25-Min Year-End Planning & Tax Return Review
- IRS Account Monitoring
- *Audit Protection Plan
- 24/7 Secure Client Portal
- Discounts on Software & Programs
- Discounted Hourly Rate for Additional Tax Support
- Review of Accounting System Setup
- *Dedicated Bookkeeper
- *Financial Health Review
- *Dedicated Tax Expert
- Expert Tax Advice Year-Round
Bookkeeping Package
500$Every monthYour Own Dedicated Bookkeeper- *Starting at $500 Per Month+
- Prior Year Tax Return Review
- Review of Accounting System Setup
- Monthly Bookkeeping
- Monthly Profit & Loss Reports
- State and Local Sales & Excise Tax Returns
- Tax Deadline Reminders
- Year-End Tax Ready Financial Statements
- 1099 Tax Filing
- 25-Min Virtual Year-End Coaching Session
- Payroll Setup & Support
- 24/7 Secure Client Portal
- *IRS Account Monitoring
- Answer Questions Your Bookkeeper Can’t Answer
- Discounted Hourly Rate for Additional Tax Support
- Discounts on Software and Programs
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