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.
Tax Preparation & Planning
Each package includes our tax preparation services.
We also provide fast simple (W2s only) return processing. Our banking products offer a $0 cost advance up to $1,000, with larger advances available as loans with interest.
Most simple returns cost less than $300, typically around $225, with Protection Plus included.
If you need more time to file, we can file extensions and deduct the fee if we also prepare your return. Extensions are $75 for individual returns and $125 for business returns.
If you get a tax notice, we’ll provide up to $1,000,000 in services to find a resolution.
When you file your taxes with us, you have access to a team of tax audit defense experts through our partnership with Protection Plus. If you receive a notice, simply let us know and we’ll take care of the rest. All at no additional cost to you.
Our Identity Theft Restoration Services Make it Easy To Get Your Life Back
If you suspect your identity has been compromised, don’t worry! When you file your tax return with us, you have access to comprehensive Identity Theft Restoration services through our partnership with Protection Plus.
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.