Are You Satisfied with Basic Accounting, or Do You Want Active Tax Planning?
Are you tired of unexpected high tax surprises at the end of the year? The only way to avoid that is to work with an accounting firm that can give you live current tax planning, and can give you instant results on changes you may want to make.
If you are using QuickBooks Online, we can produce live tax projections based on your accounting data. For example, for a small company under $5000/month in gross receipts and no more than 2 bank accounts or credit cards to reconcile, we offer four support packages:
For Businesses with LESS than $5,000 in gross receipts per month
BASIC SERVICE PACKAGE $100/mo
- Quarterly bookkeeping and up to 2 bank or credit card reconciliations
- Email and Text Support (No Phone support)
- Quarterly Profit and Loss Statement
PRO SERVICE PACKAGE $150/mo
- Monthly bookkeeping and up to 2 bank or credit card reconciliations
- Email and Text Support (No Phone support);
- Monthly Profit and Loss Statement
- BASIC Personal Income Tax Preparation (PLUS one unincorporated business or two rentals)
- Free Simple IRS Letter Responses
GOLD SERVICE PACKAGE $225/mo
- Monthly bookkeeping and up to 2 bank or credit card reconciliations
- Email and Text Support (No Phone support);
- Monthly Profit and Loss Statement
- BASIC Personal Income Tax Preparation
- Up to 5 hours free IRS tax problem resolution (current year forward)
- State Annual Required Business Report filing**
- 1 Business entity return*, up to 10 rentals, OR 5 Sch Cs
PLATINUM SERVICE PACKAGE $275/mo
- Monthly bookkeeping and up to 2 bank or credit card reconciliations
- Email and Text Support (No Phone support);
- Monthly Profit and Loss Statement
- BASIC Personal Income Tax Preparation
- Up to 5 hours free IRS tax problem resolution (current year forward)
- State Annual Required Business Report filing**
- 1 Business entity return*, up to 10 rentals, OR 5 Sch Cs
- Tax Planning–1 business, 1 owner–guaranteed to save taxpayer additional cost.
Additional charges for:
- More than 2 accounts to reconcile (may be waived with low transaction volume)
- Accounting for Classes or Locations
- Additional annual tax forms, tax credits
- Payroll
- More than 2 owners per business entity
*One Business return, up to 2 K-1s, up to 10 business assets. Basic personal return preparation includes W-2s, interest, dividends, retirement income, and social security. Additional forms, tax credits, etc, additional charges. **State fees apply
For larger companies, call or email us for your package options.
If you want to know what your projected tax liabilities are going to be so you don’t have a painful tax bill to pay, the PLATINUM package is for you. The PLATINUM package will also help you to minimize your tax liability for the year. The PLATINUM package is the best value for your business needs.
CLICK HERE to sign up or request more information.