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Tax and Accounting Service Bundles

BASIC

Just the basics for new businesses to be compliant and meet the tax requirements.

  • Onboard & Training

  • Annual Tax Planning Meetings

  • Quickbooks Online Subscription

  • Entity Review

  • Retirement Plan Review

  • Business Owner & Tax Preparation

  • Estimated Tax Voucher

Plans starting at

$299  /month

ADVANCED

Includes all the expert resources to help you minimize taxes and reach your business goals.

  • Everything in Basic Plan

  • Quarterly Performance Review

  • Advanced Tax Strategies

  • Business Goal Tracking

  • Electronic Document Storage

  • Staff Accounting Training

  • Sales Tax Return Filing

  • Employee Time Tracking using T-Sheets

  • Payroll Tax Return Filing

Plans starting at

$499  /month

FULL SERVICE ADVISORY

Full services offering unlimited access to expert resources and peace of mind audit representation.

  • Everything in Advanced Plan

  • Monthly Performance Review

  • Controller Services

  • Bank & Credit Card Reconciliations

  • Month End Close

  • Cash Management Advisory

  • Growth Advisory

  • Accounts Payable

  • Payroll Processing

  • Custom Reporting

Plans starting at

$899  /month

*All packages paid monthly in advance via ACH. Terms in our engagement letter.