Packages

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Monthly fees
starting at		 Tax Only
$250		 Silver
$500		 Gold
$750		 Legacy
$2000
Tax returns preparation
Bi-annual meetings		 Included Included Included Included
Tax Projection* Included Included Included Included
Entity selection - reasonable
comp for S-corp shareholder,
C-corp advantages		 Included Included Included Included
Monthly bookkeeping &
reporting		 Included Included Included
Dedicated Team for
your industry		 Included Included Included
Multi-state and/or
Foreign reporting		 Included Included Included
Payroll forms included* Included Included
Personal financial
planning		 Included
Coordinate with your
attorney		 Included
Succession & estate
planning		 Included
IRS representation - IRS
correspondence & audit
protection (up to 10 hrs)		 Included
Tax Only $250
Included Tax returns preparation
Bi-annual meetings
Included Tax Projection*
Included Entity selection - reasonable comp for S-corp shareholder, C-corp advantages
Silver $500
Included Tax returns preparation
Bi-annual meetings
Included Tax Projection*
Included Entity selection - reasonable comp for S-corp shareholder, C-corp advantages
Included Monthly bookkeeping & reporting
Included Dedicated Team for your industry
Included Multi-state and/or Foreign reporting
Gold $750
Included Tax returns preparation
Bi-annual meetings
Included Tax Projection*
Included Entity selection - reasonable comp for S-corp shareholder, C-corp advantages
Included Monthly bookkeeping & reporting
Included Dedicated Team for your industry
Included Multi-state and/or Foreign reporting
Included Payroll forms included*
Legacy $2000
Included Tax returns preparation
Bi-annual meetings
Included Tax Projection*
Included Entity selection - reasonable comp for S-corp shareholder, C-corp advantages
Included Monthly bookkeeping & reporting
Included Dedicated Team for your industry
Included Multi-state and/or Foreign reporting
Included Payroll forms included*
Included Personal financial planning
Included Coordinate with your attorney
Included Succession & estate planning
Included IRS representation - IRS correspondence & audit protection (up to 10 hrs)

Payroll processing including payments & reporting - Optional add on

Tax stragegy - Optional add on

QTR CFO advisory meeting incl Forecast & Cash Flow tracking - Optional add on

Tax Only

  • Tax return preparation – Business & Individual
  • Tax Projections
  • Bi-annual meetings (projection and draft return review)
  • Owners' payroll (reasonable compensation)

Silver

  • Everything from Tax Only plus...
  • Monthly bookkeeping & reporting
  • Dedicated Team for your industry
  • Multi-state and/or Foreign reporting

Gold

  • Everything from Silver plus...
  • Payroll forms - 1099s & W2s included
  • Serial Entrepeuner support

Legacy

  • Everything from Gold plus...
  • IRS representation - IRS correspodence & audit protection (up to 10 hrs)
  • Personal financial planning
  • Coordinate with your legal team
  • Succession & estate planning

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