Our Silver 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 WHICH IS CATERER TO SOLE PROPRIETORS, customers can rest assured that their finances are being managed effectively and securely.
BOOKKEEPING
Monthly Bookkeeping
Quarterly Financial Reporting (Profit/Loss & Balance Sheet)
Annual Profit/Loss & Balance Sheet
15-minute quarterly review of Profit/Loss with Tax Strategist
TAX PLANNING
Personal tax return 1040 with Schedule C (one-time annual)
1040X Amended tax returns on returns filed by us (if applicable)
COMPLIMENTARY SERVICES
Audit Protection Plus on IRS/State notices
Identity Theft Resolution
Perparing & Filing up to 10/1099-NEC/MISC
UNLIMITED email access to queries
Webinar Access
OPTIONAL $250 PER / 30-MINUTE TAX PLANNING CALL WITH TAX STRATEGIST/BUSINESS CONSULTATION EACH QUARTER