Tax season is here. Schedule your appointment today!
Tax season is here. Schedule your appointment today!
Making less than $100K. Tailored for Sole Proprietorship. Includes bookkeeping.
$367/month (w/ 12-month commitment)
-or-
$4,000 annually (save 10%)
Pays for itself - average tax savings of up to $25,996. Tailored for S-Corps.
$550/month (w/ 12-month commitment)
-or-
$6,000 annually (save 10%)
* Please be aware that if you have more than three banking accounts that need to be connected, this may result in an increase in your pricing to accommodate the additional complexity. Please be aware that connecting an invoicing system to QuickBooks or using QuickBooks for invoicing will result in an increase in pricing to accommodate the additional complexity for accrual accounting. We do not cover the cost of QuickBooks Online subscription. We recommend most businesses use QBO Simple Start at minimum. You are free to use your own version of QBO, except for QBO Self-employed.
**Please note, that membership covers your personal tax return filing to the extent we are reporting only your business activity on a Schedule C (for Sole prop) and K1 (for S-Corps). Additional forms for filing other income and deduction sources will incur an additional service fee and will be invoiced at the time of filing your personal tax return.
***We do not cover the cost of payroll; however, we will manage your payroll when it comes to tax planning, retirement planning, and estimated taxes. Our payroll maintenance is currently tailored for single-member S-Corps. Please note that we do not manage payroll for businesses with multiple employees at this time, however, we will manage your salary when it comes to tax planning, retirement planning, and estimated taxes.
****CPA hourly services include but are not limited to resolving tax matters with IRS/State, filing city business license renewals, sales tax returns, BOI, county property taxes, letters/compilation of financial statements to a third-party, etc. These services are not covered in memberships and will be billed at the CPA hourly rate. We have the right to refuse service for filings that are out of the scope of our membership.