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Find the Best
Package for Your Needs

Pa

Package offering
 

Monthly Accounting Services
 

Allocation of business transactions to correct accounts

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Reconciliation of bank statements

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Preparation of monthly Profit & Loss statement

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Preparation of monthly Balance Sheet statement

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Annual Corporate Tax Return preparation (Partnership or Corp)

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Annual Report preparation and submission to Secretary of State

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Officer Compensation Analysis

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Quarterly estimated tax payments

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Monthly Payroll

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Federal 941 Quarterly Payroll Filing

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State Quarterly Payroll Filing

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Year-End 940 Payroll Filing

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W-2 Issuance to Employees

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1099 Issuance to Independent Contractors

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Client Portal Access

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Determination of federal and state tax notices

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Quarterly Conference Call

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Estimated and Revised Annual P&L

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Adjustments to Officer Compensation

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Misc. Business and Accounting Issues

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Personal 1040 Return Preparation

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Financial Planning Services

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Values & Vision

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Family Strategic Plan

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Cash Flow & Budget Planning

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Distribution Planning

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Employee Benefits Planning

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Key Employee Compensation Planning

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Personal Financial Statements

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Social Security Claiming Strategy

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Lifetime Tax Minimization Planning

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Tax Projections

Bookkeeping

Bronze

Gold

Platinum

Platinum Plus

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MONTHLY PRICE

Starting
At $150

Starting
At $200

Starting
At $300

Starting
At $400

Starting
At $500

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