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