Get Your Books in Shape with Accounting Solutions
Which Package Should You Choose For Your Business?
One of the biggest problems that small business owners run into is getting tied-up by daily accounting tasks, including payroll, bookkeeping, and tax preparation.
Expansion
- IRS Letter Monitoring
- Review your account transcripts for any potential penalty abatements for past tax years
- Recalculation of quarterly estimated payments based on client input (limited to 3)
- 2 in-depth tax planning meetings
- 2 phone call check-ins (initiated by us)
- Basic phone or email questions not requiring research or calculations
- Review, explain, and develop plan for tax notices received
- 3 hours of letter or audit response for IRS and state letters for tax years filed and under annual plan. Does not include tax court representation.
- Professional and prompt response to IRS and State notices related to the current year tax return
- W-2 only dependent returns for $100. 50% discount on dependent returns with more than just W-2.
- Priority appointments
Starting at $199
Per month
Growth
- IRS Letter Monitoring
- Review your account transcripts for any potential penalty abatements for past tax years
- Recalculation of quarterly estimated payments based on client input (limited to 3)
- 2 in-depth tax planning meetings
- Quarterly phone call check-ins (initiated by us)
- Basic phone or email questions not requiring research or calculations
- 5 hours of research or calculations
- Review, explain, and develop plan for tax notices received
- 5 hours of letter or audit response for IRS and state letters for all tax years. Does not include tax court representation.
- Professional and prompt response to IRS and State notices related to the current year tax return.
- W-2 only dependent returns for $100. 70% discount on dependent returns with more than just W-2.
- Priority appointments
Starting at $349
Per month
Starter
Tax Preparation Only
- Estimated tax payments calculated with tax return only
- Review and explain tax notices received
- 1 hour of letter or audit response for IRS and state letters for current tax year. Does not include tax court representation.
One-time Fee - Prices Vary
Per month
Add-On to any of our packages
Bookkeeping, accounting, reporting, financial analysis, and virtually everything in between.
- Client Remote Meeting
- Client Management Review Meeting
- Standard Services
- QuickBooks Setup
- Reconciling Bank, Credit Card, Loans
- Setup/Modify Charts of Accounts
- Accounts Payable
- Accounts Receivable
- Payroll
- Handle Expense Claims and Payments
- Receipt Collection/Management
- Manage Sales and Purchases
Small Business
- IRS Letter Monitoring
- Review your account transcripts for any potential penalty abatements for past tax years
- Recalculation of quarterly estimated payments based on client input (limited to 3)
- 2 in-depth tax planning meetings
- 2 phone call check-ins (initiated by us)
- Basic phone or email questions not requiring research or calculations
- Review, explain, and develop plan for tax notices received
- 3 hours of letter or audit response for IRS and state letters for tax years filed and under annual plan. Does not include tax court representation.
- Professional and prompt response to IRS and State notices related to the current year tax return
- W-2 only dependent returns for $100. 50% discount on dependent returns with more than just W-2.
- Priority appointments
Starting at $199
Per month
Growing Business Full Service
- IRS Letter Monitoring
- Review your account transcripts for any potential penalty abatements for past tax years
- Recalculation of quarterly estimated payments based on client input (limited to 3)
- 2 in-depth tax planning meetings
- Quarterly phone call check-ins (initiated by us)
- Check-ins initiated by client (limited to monthly in EL)
- Basic phone or email questions not requiring research or calculations
- 5 hours of research or calculations
- Review, explain, and develop plan for tax notices received
- 5 hours of letter or audit response for IRS and state letters for all tax years. Does not include tax court representation.
- Professional and prompt response to IRS and State notices related to the current year tax return.
- W-2 only dependent returns for $100. 70% discount on dependent returns with more than just W-2.
- Priority appointments
Our full-service accounting package includes everything in the growing business package plus monthly accounting & reports, sales tax filing, payroll/1099 support, and insurance audit assistance. It will also include helping you set everything for a new business as well.