Packages & Fees

GROWTH

Designed for business leaders starting their business

• 30-minute starter consultation
• Tax preparation:

◉ Which Includes (1) 1040 tax

return + (1) State tax return +

(1) Schedule

◉ And may also include (1)

1120S or 1065 Business

Returns + (1) Business State

Tax Return

• (4) Quarterly estimated payment calculations
• (4) Bookkeeping review and strategic analysis sessions (30 minutes)
• Examined prior year’s tax returns
• S Corporation Election
• 12-month ongoing email support

SCALE

Designed for people starting in the first 2-5 years in business

• All "Growth" package features
• (4) Quarterly strategic review calls
• Tax Planning, Tax Projection Worksheets
• Tax Reduction, Shifting and Deferral Analysis
• Small Business Tax Deductions Optimization
• Section 199A QBI Deduction Tax and Salary Optimization
• Situational Tax Law Research (up to 3 hours annually)

EXPANSION

Designed for people starting in the first 2-5 years in business with net income over $50,000

• All "Scale" package features
• Employee Payroll Set up (Up to 5 employees)
• Employee Payroll (bi-weekly)
• Accountable Plan
• Quarterly financial performance and management reports
  

BOOKKEEPING

This is small business owners that prefer to

• Based on QuickBooks Online
• Monthly Bank and Credit Card Reconciliations.
• Monthly Financial Reports and Customized Report for analysis
• Adjustments, Reclassifications, and monthly closing of Accounting/Books.
• Quarterly Revision with company owners.
• Advise on how to use and sync third-party apps with the software if needed.
• Access to your financials 24/7
• Email support by dedicated advisor