Business Platinum

Our Platinum 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 Platinum

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)
One (1) Personal tax return 1040 (owner/officer) (one-time annual)
1040X Amended tax returns on returns filed by us (if applicable)
Audit Protection Plus on IRS/State notices
60-minute quarterly tax planning call with tax strategist / business consultation
Preparing & Filing up to 20 / 1099-NEC/MISC

COMPLIMENTARY SERVICES

UNLIMITED email queries / response time within 36hrs
Identify Theft Resolution
Filing BOI (Beneficial Owners Information) report with FINCEN (Financial Crimes Enforcement Network)
Webinar Access