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Fractional Business Accountant Plans

These packages are for business owners that want a carefree tax experience

Fractional Business Accountant Plans

BasicMost Popular

$ 250+

Starting Monthly
  • Business Entity Tax Prep
  • Personal Tax Prep
  • Bi-Annual Business and Tax Consultations
  • Bookkeeping*
  • Payroll Management*
  • Annual Bookkeeping Adjusted Journal Entries
  • Monthly Email Newsletter/Alerts
  • Years of Tax Returns Retained (3)
  • Access to Our Client Portal

PremiumMost Popular

$ 450+

Starting Monthly
  • Business Entity Tax Prep
  • Personal Tax Prep
  • Quarterly Business and Tax Consultations
  • Unlimited Consults throughout year**
  • Bookkeeping*
  • Payroll Management*
  • Mid-Year Business and Personal Tax Projection
  • Annual W4 Recalculation
  • Due Date Monitoring (sales tax, annual state filings, quarterly filings, etc)
  • Year-End Tax Strategy Session***
  • Annual Bookkeeping Adjusted Journal Entries
  • Monthly Email Newsletter/Alerts
  • Years of Tax Returns Retained (4)
  • Access to Our Client Portal

ProMost Popular

$ 750+

Monthly
  • Business Entity Tax Prep
  • Personal Tax Prep
  • Quarterly Business and Tax Consultations
  • Unlimited Consults throughout year**
  • Bookkeeping*
  • Payroll Management*
  • Mid-Year Business and Personal Tax Projection
  • Annual W4 Recalculation
  • Due Date Monitoring (sales tax, annual state filings, quarterly filings, etc)
  • Year-End Tax Strategy Session***
  • Responses to State and IRS Notices
  • Income Verification Letters
  • Preparation of Amended Tax Return as Necessary
  • Continuous Tax Strategy Sessions as New Laws are Released***
  • Preparation of Dependent’s Tax Return
  • Annual Bookkeeping Adjusted Journal Entries
  • Monthly Email Newsletter/Alerts
  • Years of Tax Returns Retained (6)
  • Access to Our Client Portal