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Plus Plan

1. Sync & record 5 accounts
2. Bank & credit card reconciliation
3. Monthly Financial Reports
4. Prepare & file sales tax return (1 state filing)
5. Prepare annual federal & state income tax returns (1 state filing)
6. Payroll sync with Gusto payroll
7. Tax planning
8. Payroll & HR Management with Gusto (Company setup, Employee onboarding, payroll processing) *Gusto fees are additional
9. Additional State filing (Annual Franchise Return, Income Tax Return or Sales Tax Return)
10. R&D Tax Credit Filing Service


Add Quickbooks Online Account "New Accounting Clients Only"
Plus Plan
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