Sole Proprietor Packages

Starter
$ 49 per mo.
Revenue of

$0 – $50K

Start for Free

no credit card required
Basic
$ 89 per mo.
Revenue of

$50 – $125K

Start for Free

no credit card required
Pro
$ 129 per mo.
Revenue of

$125 – $250K

Start for Free

no credit card required
Elite
$ 249 per mo.
Revenue of

$250 – $400K

Start for Free

no credit card required
Elite Plus
$ 349 per mo.
Revenue of

$400 – $750K

Start for Free

no credit card required
Super Elite
$ 549 per mo.
Revenue of

$750k – $1M*

Start for Free

no credit card required

*If your revenue is over $1M, please contact us for a custom quote

All Plans Come With…

Federal Tax Return

Each year we will prepare and e-file form 1040 which is your personal tax return. All returns are reviewed and you will always approve everything before we file.

State Tax Return
(When Applicable)

Included with every package is one state tax return prepared and filed for you.

Schedule A
(When Applicable)

As part of your personal tax return, we will prepare a schedule of all itemized deductions helping you reduce tax liability and ensuring we find every deduction possible.

Electronic Copies of Tax Documents

After we e-file your returns, we’ll send you an email with copies of all your documents that you can store with your personal records.

Schedule C

Because you are a sole proprietor, you must file this schedule to report your profit and loss from the business. We’ll ensure you are reporting all your business information accurately.

Estimated Tax Vouchers

We’ll send you vouchers and instructions each year for your annual and quarterly tax payments. This makes paying your taxes a snap.

Monthly Bookkeeping Service

Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each
month.

Business Proactive Review

2 times per year our Team 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 have a conversation around May and November Every Year with you, that will give you some insights on any issues we see we would need to address, fine tune or be proactive with to ensure your continued business growth…this Alone has more value to your business than anything else.

Optional Add-on Services

Weekly Books


Need your books done more often than monthly? Add on this service for weekly reconciliations of your business transactions.

$ 45 per mo.

Unlimited Support


Let us roll out the red carpet support service! With this add-on you get unlimited emails, phone calls, and up to 2, 1 hour in office meetings to go over anything topics you desire.

$ 55 per mo.

Audit Defense


Think of this as an insurance policy on your tax returns. With this service we will respond to all tax notices you may receive and represent you in an audit.

$ 15 per mo.

Corporation Setup


Need to file for a Corporation? We’ll file with your state, register for a new EIN and if you’d like to be an S-Corporation, we’ll take care of the forms necessary to make that election. State Fees Included.

$ 385 All Inclusive One Time

Tax Planning


By far our most popular add-on offering. With this service, we will help you implement strategies that reduce your tax liability each year.

This is a Dynamic Ongoing Tax Plan that builds on the initial one done, every month we will update your Tax Scenario with real time monthly potential tax strategies applicable to you customized based on your real life monthly ongoing activities. This is a MUST Have to guarantee 100% of all the tax savings available on an ongoing basis; this monthly add on eliminates any year-end tax plans one time fees, it’s all included on an ongoing basis, real time. Initial Tax Plan Purchase required for Initial Year Tax planning, this service starts the following month, after the initial tax plan is completed for ongoing year after year real time dynamic tax planning.

$ 65 per mo.

Quickbooks Online


Take advantage of our discounted pricing from QuickBooks. Select this Add On if you prefer to have Quickbooks Online, as your accounting package, rather than the desktop version….Quickbooks Online Included with Tax Planning Add-on

$ 35 per mo.

Rental Properties


If you own rental properties, there are special tax filings that must be done. This add-on is an annual fee that ensures all rental income and expenses are reported accurately.

$ 10 per mo.

Local Taxes-Sales Tax Reporting & Filing


If the city you live or work in requires a separate tax return for local taxes, add this feature to your package. Local taxes can be confusing so we encourage you to let our experts prepare these for you.

$ 35 per mo.

Accounts Receivable


Tired of sending invoices to clients? Our team can take that off your hands. We will prepare all of your invoices and receive payments for you with this add-on feature.

$ 349 per mo.

Accounts Payable


Tired of paying all the bills for the business each month? Our team can take that off your hands. We will receive your invoices, and make all payments for you with this add-on feature.

$ 349 per mo.

Payroll


Need help running payroll and filing your returns? We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately. $5 per employee charge applies.

$ 75 per mo.

Additional State Returns
(If Applicable)


All of our core packages come with 1 state return filing. Should you need to file in multiple states, be sure and add this service to your package.

$ 5 per mo.

Please let us know where to send you your free tax tips…

Thank you. You will receive your free tax tips in your mail soon!