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.
BOOKKEEPING
Monthly bookkeeping
Monthly financial reporting (Profit/Loss & Balance Sheet)
15-minute Profit/Loss review
Annual Profit/Loss & Balance Sheet
TAX PLANNING
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
COMPLIMENTARY SERVICES
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