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Core Package - Sole Proprietor Starter
$49.00/Monthly

Quarterly Bookkeeping for Revenue of $0 – $50K

  • We will begin Quarterly 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 all Balance Sheet accounts as needed
  • 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

Federal Tax Return

  • We will prepare and e-file Form 1040
  • We will prepare Schedule C to report your business activity
  • We will prepare Schedule A for your itemized deductions
  • We will provide electronic copies of all returns
  • We provide vouchers and instructions for making your annual and quarterly tax payments

Form 1040 Additional Schedule C’s (other Business Activity) are $100/each
Additional K-1s (other Business Activity) to report on Schedule E are $50/each
Rental activities (other Business Activity) to report on Schedule E are $50/each

State Tax Return

  • We will prepare and e-file one state tax return
  • We will provide electronic copies of all returns
  • We provide vouchers and instructions for making your annual and quarterly tax payments

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

Addons

Add-On - Tax Returns - Sole Proprietor / LLC
$660.00/On Completion
Add-On - Tax Returns - Partnership
$900.00/On Completion
Add-On - Tax Returns - Corporate
$900.00/On Completion
Add-On - Tax Returns - Personal
$55.00/Monthly
Convert to QuickBooks Online Software
$0.00/Included
State and Local Fees Reimbursement
$50.00/Estimate
Add-On - Upgrade to Monthly Bookkeeping
$15.00/Monthly
Add-On - Upgrade to Weekly Bookkeeping
$15.00/Monthly
Add-On - Unlimited Support
$60.00/Monthly
Add-On - Tax Planning
$55.00/Monthly
Add-On - Audit Defense
$10.00/Monthly
Add-On - Quickbooks Online Plus Subscription
$40.00/Monthly
Add-On - Quickbooks Online Essentials Subscription
$25.00/Monthly
Add-On - Accounts Receivable
$285.00/Monthly
Add-On - Accounts Payable
$285.00/Monthly
Add-On - Payroll - Officer's Salary
$100.00/Monthly
Add-On - Payroll - Employee Payroll
$106.00/Monthly
1099 E-Filing Fees
$25.00/On Completion
Rush Fee
$100.00/On Completion
Add-On - W-9 Reviews & Annual 1099 Management
$25.00/Monthly

Other

Corp - State Entity Registration
$250.00/Upfront
Corp - S-Corp Election for existing LLCs
$125.00/Estimate
Corp - New Entity Setup with S-Corp Election
$450.00/Upfront

Bookkeeping

Core Package - Sole Proprietor Over $400k
$275.00/Estimate
Core Package - Sole Proprietor Elite
$170.00/Monthly
Core Package - Sole Proprietor Pro
$130.00/Monthly
Core Package - Sole Proprietor Basic
$90.00/Monthly
Core Package - S-Corporation Basic
$125.00/Monthly
Core Package - S-Corporation over $400k
$275.00/Estimate
Core Package - S-Corporation Pro
$175.00/Monthly
Core Package - S-Corporation Elite
$225.00/Monthly
Core Package - Partnership Elite
$225.00/Monthly
Core Package - S-Corporation Starter
$75.00/Monthly
Core Package - Partnership Revenue over $400k
$275.00/Estimate
Core Package - Partnership Basic
$125.00/Monthly
Core Package - Partnership Pro
$175.00/Monthly
Core Package - Partnership Starter
$75.00/Monthly
Core Package - Sole Proprietor Starter
$49.00/Monthly
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