Business Gold

Our Gold 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 Gold

Plan Includes:

Monthly bookkeeping
Monthly financial reporting (Profit/Loss & Balance Sheet)
15-minute Profit/Loss review
Annual Profit/Loss & Balance Sheet

Business tax return 1120C, 1120S, 990 or 1065 (one-time annual)
One (1) Personal tax return 1040 for officer/owner (one-time annual)
1040X Amended tax returns on returns filed by us (if applicable)
Audit Protection Plus on IRS/State notices
Identity Theft Resolution
45-minute quarterly tax planning call with tax strategist / business consultation
Preparing & Filing up to 15 / 1099-NEC/MISC


UNLIMITED email queries / response time with in 72hrs
Identity Theft Resolution
Filing BOI (Beneficial Owners Information) report with FINCEN (Financial Crimes Enforcement Network)
Webinar Access


Schedule your FREE consultation to find out how you can have "Financial Peace of Mind" today!

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(917) 540-8948