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BUSINESS TAX RETURN AND BOOKKEEPING PACKAGES
ADDITIONAL BUSINESS SERVICES OFFERED
Business Advisor
85$Every monthWe will be your advisor and coach helping you set & maintain business and financial goals.- Initial 1 hour planning and goal setting meeting
- Year round access via phone/email
- Mid-Year Review of financials and business goals (Remote)
- Quarterly financial and business goal check-in
- Tax-Time Review of financials and business goals
- Quarterly Tax Estimate Calculations
- $250 Off Business Tax Return Price With 1-Year Subscription
- Help with Balance Sheet Setup
Business Advisor Plus
150$Every monthWe will be your advisor and coach helping you set & maintain business and financial goals.- Initial 1 hour planning and goal setting meeting
- Year round access via phone/email
- Mid-Year Review of Financials and business goals (Remote)
- Quarterly Financial and business goal check-in
- Tax-Time Review of financials and business goals
- Quarterly Tax Estimate Calculations
- $500 off business tax return price with 1-Year Subscription
- Help with setting up your Quickbooks Online Account
- 30% off your Quickbooks Online Subscription Price
- Help with balance sheet and chart of accounts setup
- E-mail Updates
- Retirement planning consultations (401k, Roth, etc.)
LLC Business Formation + 1 hr. Bootcamp
499$Consultation to discuss everything involved in forming an LLC for your business and taxes.Valid for one year- 60-90 Minute Consultation
- LLC Filing
- EIN Filing
- $99 Filing Fee with state is included in price
S-Corp Business Formation +1 hr Bootcamp
799$Consultation to discuss everything involved in forming an S-Corp and see if it is right for you.Valid for one year- 60-90 Minute Consultation
- S-Corporation Formation
- LLC Filing
- EIN Filing
- $99 Filing Fee with state is included in price
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