- Review your credit card and bank account transactions up to 1000 per month.
- Provide accurate, consistent and timely financial statements each month.
- Management of your chart of accounts for reporting purposes.
Quarterly Tax Report
- Step by Step Tax Help
- Multiple “What if” Scenarios
- Proactive Updates & Advice
- Small Business Tax Strategies
- Multiple-Business Projections & Planning
Annual Financial Review
- Narrative Easy-to-Understand Reports
- Real-time Industry Benchmarks
- Expected Future Cash-Value
- Ratio & Liquidity Analysis
- Cash Flow Projections
Business Income Tax Return
- Preparation and E-Filing of Form 1120, 1120S or 1065.
- Work through optimal owner compensation and income scenarios.
- Preparation and reconciliation of fixed asset and loan accounts.
- Preparation and reconciliation of asset register/depreciation schedule for the period.
- Preparation of notes to your financial statements consistent with current accounting standards.
Personal Income Tax Return
- Preparation and E-Filing of personal 1040 federal and state income tax returns.
Per month pricing is based upon annual services, but we never lock you in, and we make it easy for you to cancel at any-time