*If your revenue is over $1M, please contact us for a custom quote
Partnership Packages
Elite Plus
$
599
per mo.
(Includes The Following Add-On Services in this All Inclusive amount-Fully Included, no extra charge)
Unlimited Support
Audit Defense
Tax Planning
QBO
Any Local or Sales Tax
Revenue of
$400 – $750K
no credit card required
Super Elite
$
799
per mo.
(Includes The Following Add-On Services in this All Inclusive amount-Fully Included, no extra charge)
Unlimited Support
Audit Defense
Tax Planning
QBO
Any Local or Sales Tax
Revenue of
$750k – $1M*
no credit card required
All Plans Come With…
Corporate Tax Return
As an S-Corporation, you must file an 1120S each year. As with a C-Corporation, you must file an 1120 each year. Our team will prepare and e-file these for you. All returns are reviewed before filing.
State Tax Return
(If Applicable)
Included with every package is one state tax return prepared and filed for you.
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.
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.
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
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.
*Included in All Elite Plus and Higher Packages
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
*Included in All Elite Plus and Higher Packages
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.
*Included in All Elite Plus and Higher Packages
