Find the Best
Package for Your Needs
Pa

Package offering
 

Monthly Accounting Services
 

Allocation of business transactions to correct accounts

​

Reconciliation of bank statements

​

Preparation of monthly Profit & Loss statement

​

Preparation of monthly Balance Sheet statement

​

Annual Corporate Tax Return preparation (Partnership or Corp)

​

Annual Report preparation and submission to Secretary of State

​

Officer Compensation Analysis

​

Quarterly estimated tax payments

​

Monthly Payroll

​

Federal 941 Quarterly Payroll Filing

​

State Quarterly Payroll Filing

​

Year-End 940 Payroll Filing

​

W-2 Issuance to Employees

​

1099 Issuance to Independent Contractors

​

Client Portal Access

​

Determination of federal and state tax notices

​

Quarterly Conference Call

​

Estimated and Revised Annual P&L

​

Adjustments to Officer Compensation

​

Misc. Business and Accounting Issues

​

Personal 1040 Return Preparation

​

Financial Planning Services

​

Values & Vision

​

Family Strategic Plan

​

Cash Flow & Budget Planning

​

Distribution Planning

​

Employee Benefits Planning

​

Key Employee Compensation Planning

​

Personal Financial Statements

​

Social Security Claiming Strategy

​

Lifetime Tax Minimization Planning

​

Tax Projections