Work With The Best
OUR SERVICE PLANS
BUSINESSES
Business
Bronze Package-
ACCOUNTING - MONTHLY
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Record bank and credit card transactions
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Reconcile bank and credit card accounts
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Record Fixed Assets
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Record Notes Payable & Loans
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Record Payroll from 3rd-party processor
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Issue Monthly Management Report
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TAX - ANNUALLY
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Preparation of Federal and State income tax return(s)
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Prepare Forms 1099 and Form 1096
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Prepare (1) County Business Personal Property Tax Rendition
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ADVISORY
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Year-round access for routine communication & questions
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Quarterly meeting to discuss the business financial health and Mgmt report
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Additional costs for more than one Business Personal Property Tax Renditions, and Sales Tax Filings
Business
Silver Package-
Includes Bronze Package, plus:
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PAYROLL
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Payroll Processing
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Payroll Tax Deposits
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Employee Direct Deposit
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Payroll Quarterly & Annual Tax Filings
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Additional costs for more than one Business Personal Property Tax Renditions, and Sales Tax Filings
Value
Business
Gold Package-
Includes Silver Package, plus:
-
ADVISORY
-
Year-round access for routine communication & questions
-
Monthly meeting to discuss the business financial health and Mgmt report
Get it
Additional costs for more than one Business Personal Property Tax Renditions, and Sales Tax Filings
Work With The Best
OUR SERVICE PLANS
INDIVIDUALS
Individuals
Bronze Package-
TAX - ANNUALLY
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Preparation of Federal and State income tax return(s)
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Current Year Estimates prepared with return
Individuals
Silver Package-
Includes Bronze Package, plus:
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Mid-year Tax Projection, Planning & Advising
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Year-end Tax Projection, Planning & Advising
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ADVISORY
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Year-round access for routine communication & questions
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In person or virtual meetings - by appointment
Individuals
Gold Package-
Includes Silver Package, plus:
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Quarterly Tax Projection Updates
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Quarterly Estimated Tax Reminders
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Tax Remittances