MEMBERSHIP PLANS
TAX PLANNING
Simple SIGN UP
Simple Plan Includes:
30 Minutes of Tax Planning
Bookkeeping Advice
Personal Tax Transcripts
Tax Payments Submission
5% Discount on Personal Tax Filing
***Plan may be cancelled at any time***
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Classic SIGN UP
Classic Plan Includes:
30 Minutes of Tax Planning
Bookkeeping Advice
Personal Tax Transcripts
Tax Payments Submission
10% Discount on Personal Tax Filing
Tax Letter Correspondence
1099 creation and submittal (up to 2)***
***Plan may be cancelled at any time***
Prestige SIGN UP
Prestige Plan Includes:
2 Hours of Tax Planning
Bookkeeping Advice
Business & Personal Tax Transcripts
Tax Payments Submission
15% Discount Personal Tax Filing
15% Discount Business ax Filing***
Tax Letter Correspondence
Tax Audits***
Support
Internal Revenue Service***
State Department of Treasury***
TIN Matching (payee setup)***
1099 creation & submittal (up to 5)***
W7 submittal***
***Plan may be cancelled at any time***
BOOKKEEPING AND ACCOUNTING PLANS
Clean Up SIGN UP
Cleanup pricing available upon request.
A $750 deposit is required for cleanup services.
Additionally, fees will apply based on the totality of the Cleanup project.
This service is Ideal for clients needing to file back taxes and/or to gather historical financial data for lending or investment opportunities.
Pricing varies based on cleanup duration.
Weekly SIGN UP
Weekly Plan includes:
Income and expenses
Accounts Receivable
Accounts Payable
Expense Reports
Profit & Loss Statements
Balance Sheet
Cash Flow Statements
Income Statements
Bank Account Reconciliation
-up to 4 bank credit accounts. $50 per/addl account
Bookkeeping
Recordkeeping
Weekly Sales & Sales tax
1099 Contractors
Payroll Management 3.7%
20% off Tax Preparation Fees***
***30 day cancellation notification is required***
Monthly SIGN UP
Monthly Plan includes:
Income and expenses
Accounts Receivable
Accounts Payable
Expense Reports
Profit & Loss Statement
Balance Sheet
Cash Flow Statement
Income Statement
Bank Account Reconciliation
-up to 4 bank/credit accounts. $50 per/addl account
Bookkeeping
Recordkeeping
Monthly Sales & Sales tax
1099 Contractors
Payroll Management 3.7%
15% off Tax Preparation Fees***
***30 day cancellation notification is required**
Government Registrations & Certifications Support
Business Consultations
Monthly Government Contract Support
Monthly Government Contract Support
$175.00/hr
This is an hour consultation for any of the following services: Bookkeeping and Accounting
Start-up Business Plans
Individual Taxes
Business Taxes
Business License/Renewal
Business Registrations/Renewal
Offer in Compromise
Other Consulting Projects
Government Supplier/Vendor Registrations and Certifications
Private Sector Supplier/Vendor Registrations
Monthly Government Contract Support
Monthly Government Contract Support
Monthly Government Contract Support
$575.00/mo
This monthly consultation plan provides support to help guide you through the process of government contracting by navigating amongst the following services:
Government Registrations
Government Certifications
Government Contract Search
Up to 3 Vendor/Supplier Registrations
$175.00 for each additional registration
***30 day cancellation notification is required**
Annual Government Contract Support
Monthly Government Contract Support
Annual Government Contract Support
$1575.00/yr
This annual consultation plan provides support to help guide you through the process of government contracting by navigating amongst the following services:
Government Registrations
Government Certifications
Government Contract Search
Up to 2 Bid Proposals
$575 for each additional bid proposal
***30 day cancellation notification is required**
New affordable membership plans to make your life easier!