Services

Business Tax Planning & Advisory

Bronze Package

$375 per month

Semi-annual update of books (includes QuickBooks Online Ledger)
Preparation of business income tax return (1120, 1120S, or 1065) Or Schedule C*
Annual tax planning services include tax projections, annual meeting, and tax strategy implementation assistance
Annual meeting, up to 4 conference calls per year

Silver Package

$750 per month

Quarterly update of books (includes QuickBooks Online Ledger)
Preparation of business income tax return (1120, 1120S, or 1065) Or Schedule C*
Semi-annual tax planning services include tax projections, semi-annual meetings, and tax strategy implementation assistance
Annual cash flow forecasting & budgeting
Up to 3 meetings per year, unlimited emails

Gold Package

$1,500 per month

Monthly update of books (includes QuickBooks Online Ledger)
Preparation of business income tax return (1120, 1120S, or 1065)
Preparation of individual income tax return for one owner
Quarterly tax planning services include tax projections, quarterly meetings, and tax strategy implementation assistance
Quarterly cash flow forecasting, budgeting, & retirement planning
Unlimited meetings and emails

* Form Schedule C only. Additional fees apply for Form 1040 and accompanying schedules*