Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. We offer a full range of professional services to give you the individual attention that you deserve. Our services are best for those looking for an all-in-one bookkeeping, tax planning, and income tax filing service.
QuickBooks Software Selection & Implementation
There is no shortage of accounting software solutions for your business. We are a Pro Advisor for QuickBooks Online. QuickBooks offers many secure solutions with several features to meet your needs. These products range from basic to very robust and provide the necessary level of security crucial to today’s cyber environment. They work where you work. Do work and view reports from any device. All plans include:
- Receipt Capture – Snap photos of your receipts and link them to expenses right from your phone
- App integration – Use the apps you know and love to keep your business running smoothly, like PayPal, Stripe, and Square for example.
- Track Mileage – with automatic travel tracker, never miss another mileage deduction again.
Bookkeeping
If gathering documents and information for your tax return preparation is a nightmare. If you cannot produce reports acceptable by your bank. If your business does not currently have accounting staff, or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping services to ensure smooth operation of the financial side of your business at a monthly rate you can afford with an annual package. As business needs grow, packages can grow.
|
CONTRACTOR PACKAGE |
ENHANCED PACKAGE |
ELITE PACKAGE |
|
Bookkeeping Support One Individual Tax Return Preparation with Extensions $75 Protection Plus Email Support only QBO: Simple Start Estimated Tax Payment Preparation |
Bookkeeping Support Business Tax Return Preparation 1One Individual Tax Return Preparation Extensions $75 Individual
Protection Plus Unlimited Emails, and Quarterly Virtual Meeting Support
QBO Estimated Tax Payment Preparation |
Bookkeeping Support Processing up to 5 Business Tax Return Preparation 1One Individual Tax Return Preparation Extensions $75 Individual Protection Plus Unlimited Phone, Email, & Meetings Support QBO as appropriate Unlimited access to Annual Franchise Report |
- A 1-time separate set-up, electronic conversion and/or integration fees will apply.
- Converting from Manual books will be decided after consultation.
- Historical Bookkeeping Catch-up/Clean-up (less than 2 years) $125 per Hour.
More than 2 years may be considered after consultation. - Excess banking transactions or accounts may incur additional costs to be determined after consultation.
- 1Additional businesses/Schedule C/Schedule F/K1, foreign transactions, W2Gs, and/or 1099Bs will incur additional fees.
- 2Elite Package only and incurs an additional $149/monthly cost.
Affordable payment plans
The cost of catching up on your bookkeeping shouldn’t be a dealbreaker for your business. Or maybe you’d like to take advantage of the discounted annual rate. Whatever your situation, we offer low interest financing that works for most.
|
Annual Revenue* |
CONTRACTOR Monthly Fees |
ENHANCED Monthly Fees |
ELITE Monthly Fees |
|
$0 – $100K |
$ 89 (billed annually) |
$159 (billed annually) |
$349 (billed annually) |
|
$100K – $200K |
$129 (billed annually) |
$299 (billed annually) |
$349 (billed annually) |
|
$200K – $325K |
$199 (billed annually) |
$339 (billed annually) |
$429 (billed annually) |
|
$325K – $450K |
$259 (billed annually) |
$399 (billed annually) |
$509 (billed annually) |
|
$450K – $600K |
$319 (billed annually) |
$479 (billed annually) |
$589 (billed annually) |
|
$600K – $800K |
$379 (billed annually) |
$539 (billed annually) |
$649 (billed annually) |
|
$800K – $1 Million |
$479 (billed annually) |
$659 (billed annually) |
$779 (billed annually) |
*If no revenue: Annual Expenses will replace Annual Revenue
Bookkeeping Support means we will:
- Get you started on the right foot.
- Help you correctly categorize transactions and create rules.
- Reconcile accounts.
- Generate and/or customize detailed reports.
- Get your books income tax ready.
- Close your books at the appropriate time.
As your business grows and changes, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting / Management Services
As a true business partner, we are available to help you deal with any business problems or opportunities. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you need research on a new regulation, update or creation of new policies and procedures, or training for your staff, we have the necessary business acumen, analytical capabilities, and network to help you.
Our Management Services focus on improving the internal controls, efficiency and effectiveness of your business and its operations. We can provide support in business planning, human resources responsibilities / duties, and performance improvement. Contact us to learn what solutions we can help you implement.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services, call for an appointment.
Payroll Services (add on or stand-alone QuickBooks online subscription)
Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for all business owners. We are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Tax Preparation & Planning
Proactive tax planning & projections
Having your bookkeeping connected to Accountable Business & Tax Solutions, LLC means we know what your tax returns will look like and what you need to plan for at any time. Just visit your user-friendly dashboard and get the answers.
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Each package includes our tax preparation services. We have partnered with Protection Plus this tax season to provide all our individual and business tax clients with complete access to their services. If you receive a letter from the IRS or the State about your tax return, you now have a team that specializes in audit defense to support you at no additional cost. This partnership also provides you with identity theft restoration services to assist in the event you face any kind of identity theft incident.
Extensions $75 individual or $125 business
If you do not want to file your tax returns by the deadline, we can file extensions for you.
Extensions usually must be filed for both the federal return and the state return.