Expert service packages for all of your business needs
Bronze Level
- Private Client Portal
- Hassle free Data Collection
- Bank accounts and books reconciled
- Monthly Financial Reports
- Financials reviewed by a CPA
- Preparation of Estimated Taxes
- Unlimited Phone and Email Support
- Preparation of Business Returns
- Option to add Payroll Services
- Option to add Accounts Payable and Accounts Receivable management
- 10% off annual rate for monthly prepaid Personal Tax Returns
- CPA Consultations at $250 / hour
Silver Level
Includes everything in Bronze plus:
- Prepare payroll with all deductions
- Monitor issues with employees versus independent contractors
- Direct Deposit
- Private Online Delivery of Checks
- Pay as You Go Workers Comp
- File all Payroll Returns
- Preparation of Personal Tax Return for Majority Owner
- Mid-Year Tax Planning Review
- 1 Hour Per Month Online Consultation with a CPA
- Option to add Accounts Payable and Accounts Receivable management
- 10% off annual rate for additional owners' Personal Tax Returns
- 20% off annual rate for monthly prepaid additional owners' Personal Tax Returns
- CPA Consultations at $225 / hour
Gold Level
Includes everything in Silver plus:
- 1 Hour Bi-Weekly Online Consultation with a CPA
- Preparation of Personal Tax Returns for 2 Majority Owners
- Option to add Accounts Payable and Accounts Receivable management
- Additional CPA Consultations at $200 / hour
Platinum Level
Includes everything in Gold plus:
- 10 Hours of CFO Services per Month
- Option to add Accounts Payable and Accounts Receivable management
- Additional CPA Consultations at $200 / hour