Business Diamond

Our Diamond Package for monthly accounting services helps customers save money by taking care of all the payroll, bookkeeping and tax preparation needs. We provide a personalized service to meet the individual needs of our customers, and our goal is to make the process as straightforward and stress-free as possible. With our Silver Package, customers can rest assured that their finances are being managed effectively and securely.

This Package Includes

Business Diamond

Plan Includes:

BOOKKEEPING
Monthly bookkeeping
Monthly financial reporting (Profit/Loss & Balance Sheet)
30-minute P&L monthly review
Annual Profit/Loss & Balance Sheet

TAX PLANNING

OUTSOURCED CFO
Business tax return 1120C, 1120S, 990 or 1065 (one-time annual)
Two (2) Personal tax return 1040 (owners/officers) (one-time annual)
1040X Amended tax returns on returns filed by us (if applicable)
Audit Protection Plus on IRS/State notices
Identity Theft Resolution
90-minute quarterly tax planning call with tax strategist / business consultation
Preparing & Filing up to 25 / 1099-NEC/MISC
Asset Management (twice a year 45-minute strategy session)
Exit Strategy Consultation (twice a year 45-minute strategy session)
Trust Consultation (once a year 45-minute strategy session)

COMPLIMENTARY SERVICES

UNLIMITED email queries / response time within 24hrs
Identity Theft Resolution
Filing BOI (Beneficial Owners Information) report with FINCEN (Financial Crimes Enforcement Network)
Webinar Access