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
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