Business Investment Packages
SaveMost Popular
$ 99
Per Month- Business Entity Tax Prep
- Personal Tax Prep
- Online Porta
- Annual Bookkeeping Checkup Reconciliation
- Monthly Email Newsletter/Alerts
- Email Consultations per Quarter (Limited)
- 30min Phone Consultations per Quarter (Limited)
- Years of Tax Returns Retained (3)
MaximizeMost Popular
$ 99
Per Month- Business Entity Tax Prep
- Year-End Business Mini Plan
- Personal Tax Prep
- Personal & Business Tax Projection
- Online Porta
- Annual Bookkeeping Checkup Reconciliation
- Monthly Email Newsletter/Alerts
- Print Newsletter/Alerts
- Email Consultations per Quarter (Unlimited)
- 30min Phone Consultations per Quarter (Limited)
- Due Date Monitoring
- Years of Tax Returns Retained (4)
ExcelMost Popular
$ 99
Per Month- Business Entity Tax Prep
- Year-End Business Mini Plan
- Personal Tax Prep
- Personal & Business Tax Projection
- Dependent Tax Prep
- Online Porta
- Annual Bookkeeping Checkup Reconciliation
- Monthly Email Newsletter/Alerts
- Print Newsletter/Alerts
- Email Consultations per Quarter
- 30min Phone Consultations per Quarter
- Due Date Monitoring
- Quarterly Financial Review
- Years of Tax Returns Retained (6)
- Responses to Notices
- Income Verification Letters
- Preparation of Amended Tax Return
- Continuous Tax Strategy Sessions