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Core Package - Partnership Revenue over $400k

Monthly Bookkeeping for Revenue over $400K

  • We will begin Monthly Bookkeeping with the period: XXXX
  • We will record transactions using the QBO Bank Feed
  • We will reconcile monthly Bank & Credit Card accounts
  • We will review all financial data and provide transaction reports for your review and our questions
  • We will record & depreciate up to 3 Fixed Assets
  • We will provide a secure customer portal for exchanging documents securely
  • We will close the books at year-end and password protect the period

Note that Transactions entered by-hand / handwritten checks are an additional $3/each; billing will be automatically adjusted each month. We recommend using Credit Cards, Debit Cards, and Online Bill pay thru Banks

Limited Support

  • Our Core Packages includes limited support > 1 monthly email for financial questions and concerns

Partnership Tax Return

  • We will prepare and e-file Form 1065
  • We will prepare and e-file one State Business Tax Return
  • We will provide electronic copies of all returns
  • We will prepare form K-1 for up to 2 partners
Note $50/each additional K-1

Financial Review Board

  • Our Board meets internally to review all aspects of your business from top to bottom to determine if we can make any recommendations to help you and your business. We will review to ensure that you are following our workflow guidelines set in place to maximize your tax savings and offset the costs of accounting services. We will review your average annual gross revenue and you will receive a summary of what we discuss after each meeting


Corp - New Entity Setup with S-Corp Election
Corp - State Entity Registration
Corp - S-Corp Election for existing LLCs


State and Local Fees Reimbursement
Convert to QuickBooks Online Software
Add-On - Tax Returns - Corporate
$900.00/On Completion
Add-On - Tax Returns - Partnership
$900.00/On Completion
Add-On - Tax Returns - Personal
Add-On - Tax Returns - Sole Proprietor / LLC
$660.00/On Completion
Add-On - Upgrade to Monthly Bookkeeping
Add-On - Upgrade to Weekly Bookkeeping
Add-On - Unlimited Support
Add-On - Tax Planning
Add-On - Audit Defense
Add-On - Quickbooks Online Essentials Subscription
Add-On - Quickbooks Online Plus Subscription
Add-On - Quickbooks Online Advanced Subscription
Add-On - Accounts Receivable
Add-On - Accounts Payable
Add-On - Payroll - Officer Payroll
Add-On - Payroll - Employee Payroll
Rush Fee
$100.00/On Completion
1099 E-Filing Fees
$25.00/On Completion
Add-On - W-9 Reviews & Annual 1099 Management


Core Package - Sole Proprietor Over $400k
Core Package - Sole Proprietor Starter
Core Package - Sole Proprietor Elite
Core Package - Sole Proprietor Pro
Core Package - Sole Proprietor Basic
Core Package - S-Corporation Elite
Core Package - Partnership Elite
Core Package - S-Corporation over $400k
Core Package - S-Corporation Starter
Core Package - S-Corporation Basic
Core Package - S-Corporation Pro
Core Package - Partnership Pro
Core Package - Partnership Starter
Core Package - Partnership Basic
Core Package - Partnership Revenue over $400k
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