Pricing Plans
The Works
Starting at $750 every month
The Whole Shebang
Starting at $2500 every month
The Basics
Starting at $375 every month
Dedicated Accountant and Accountability Partner
Maximum of 5 Communications (Texts, Calls or Emails) per Month
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Response Within 48 Business Hours
Mastering Cash Flow
Prepare Monthly Financial Statements
Reconciling all bank, credit card and loans
Real-Time Estimated Tax Payments Calculated
Sales Tax Reporting
Preparation of 1099s
Bi-Yearly
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Financial Statement Review
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Advisory Meetings: Discuss tax strategies, health of the business, overall direction and goals
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Accounts Receivable Review
Retirement Planning
Xero Subscription
5% Discount on Business Tax Return
Business Tax Return Completed by February 15
Dedicated Accountant and Customized Support Plan
Unlimited Communications (Texts, Calls, or Emails) per Month
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Response Within 24 Business Hours
Mastering Cash Flow
Prepare Monthly Financial Statements
Reconciling all bank, credit card and loans
Real-Time Estimated Tax Payments Calculated
Sales Tax Reporting
Preparation of 1099s
Monthly​
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Financial Statement Review
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Advisory Meetings: Discuss tax strategies, health of the business, overall direction and goals
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Accounts Receivable Review
Personalized Video Discussing Tax Changes That Impact Your Business
Retirement Planning
Xero Subscription
5% Discount on Business Tax Return
Business Tax Return Completed by February 15
Dedicated Accountant
Maximum of 2 Communications (Texts, Calls or Emails) per Month
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Response Within 72 Business Hours
Prepare Monthly Financial Statements
Reconciling all bank, credit card and loans
Safe Harbor Estimated Tax Payments Calculated
Sales Tax Reporting
Preparation of 1099s
Xero Subscription
Business Tax Return Completed by March 15
Add-on Packages
Business Tax Returns
Form 1120- U.S. Income Tax Return for a S-Corporation:
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$2,300
Form 1065- U.S. Tax Return of Partnership Income:
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$2,300
Disclaimer: Fees shown are all minimum fees assuming neat and complete information. Engagement Letters are required for all professional services. Additional fees may be charged. Estimates available upon request.