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Pro Plan (Essential Tax Services & Full Service Bookkeeping)

Essential Tax Services
We will perform the following tasks on an annual basis:

  • Year End Accounting Services & Tax Return Preparation
    • Complete year-end accounting; review transaction postings; tie-out and reconcile QuickBooks account balances; post material adjustments
    • Prepare Federal business income tax return
    • Prepare Federal personal income tax return
  • Mid-Year Tax Projection
    • Prepare a tax projection and estimate of your tax liability
    • Correspond with you regarding same; advise you of tax saving options for consideration
  • Year-end Tax Update
    • Update your tax projection and estimate of your tax liability; confirm your payment plan is on track
    • Correspond with you regarding same
  • General Accounting, Tax and Advisory Support
    • Provide ongoing telephone & email support for miscellaneous accounting, tax and business advisory questions
  • Representation with Tax Authorities
    • We will respond to any notices that you receive from taxing authorities and attempt to resolve any issues via written correspondence. Actual audits by the IRS or a State Tax Agency will be handled as a special project.
  • Special Projects (including tax audits)
    • If, during the course of our work noted above, we are required to undertake a project outside the scope of our engagement, we will notify you of any necessary extra work, provide you with an estimate of our additional fees, and proceed with the special project upon your approval

Full Service Bookkeeping
We will perform the following tasks on a monthly basis:

  • Monthly Bookkeeping & Year-End Close
    • Provide ongoing telephone and email access for miscellaneous accounting questions
    • Provide QuickBooks assistance as needed
    • Download and post bank and credit card transactions
    • Reconcile bank and credit card accounts
    • Record payroll transactions into QuickBooks
    • Provide monthly QuickBooks maintenance and correct transaction postings as necessary
    • Prepare State DOR and City B&O Excise Tax Returns (as-needed)
    • Provide assistance in preparing QuickBooks financial statements


Essential Business Tax Services
Annual Tax Forms (Form 1099-MISC, Personal Property Affidavit, Unclaimed Property Report, Oregon Gross Receipts Tax Return)
QuickBooks Online Plus Subscription (wholesale discounted pricing)
Additional Tax Form Add-On (Including Form 1099-MISC, Personal Property Affidavit, & More)
Pro Plan (Essential Tax Services & Full Service Bookkeeping)
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All prices are exclusive of tax

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