Pays for itself - average tax savings of up to $25,100
$6,000/year (save 20% annually)
-or-
$600/month
All the average tax savings and perks of the Gold Tier, except for bookkeeping and payroll.
$3,300/year (save 20% annually)
-or-
$330/month
Making less than $100K
$4,000/year (save 20% annually)
-or-
$400/month
Tailored to the sole proprietor or rental property owner who keeps track of their income/expenses and wants a proactive solution to their taxes.
$1,198/year
-or-
$120/month (monthly option only available after first year of service)
Tailored to the wage earner who wants a proactive solution to their taxes.
$998/year
-or-
$100/month (monthly option only available after first year of service)
* 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.
**Our payroll services are currently tailored for single-member S-Corps. Please note that we do not process payroll for businesses with multiple employees at this time.
***QuickBooks Online Q&A covers answers to your questions regarding QuickBooks such as assisting with your chart of accounts, showing you how to categorize transactions and create rules, etc. This does not include bookkeeping. You are still responsible for the accuracy of your books.
****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 CPA hourly rate. We have the right to refuse service for filings that are out of the scope of our membership.
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