SeRVICes

• Basic individual retainer
• Preparation of annual 1040
• 1 tax planning session
• Limited email support and priority scheduling

• Basic business tax preparation (1065, 1120-S, 1120, 990, 1041)
• Up to 5 K-1
• Asset reporting & disposition
• PAL
• Capital & Tax basis calculation
• Up to 3 states filed
• Up to 2 local jurisdiction filings
• Basic tax planning
• 1 state PTET
• Uunlimited email support & priority scheduling

• Individual retainer
• Preparation of annual 1040 with business income reporting
• 2 planning sessions
• Unlimited email support and priority scheduling

• Complex business tax preparation (1065, 1120-S, 1120, 990, 1041)
• Unlimited K-1, Asset reporting & disposition, PAL, capital & Tax basis calculation
• Unlimited states filed
• Unlimited local jurisdiction filings
• Tax planning
• 3 state PTET
• Unlimited email support & priority scheduling
• Foreign interests
• Sale of business.

• Monthly bank reconciliation up to 1 account & 50 transactions
• Quarterly reconciliation
• Basic asset reporting & disposition
• Year-end financial statement reporting

• Monthly bank reconciliation multiple accounts & up to 250 transactions
• Monthly reconciliation
• Complex payroll journal entries
• Complex asset reporting & disposition,
• Complex liability reporting & reconciliation
• Complex accounts payable & receivables
• Monthly financial statement reporting
• Quarterly one-on-one meetings
• Priority client support & communication

• Monthly bank reconciliation multiple accounts & up to 150 transactions
• Monthly reconciliation
• Basic payroll journal entries
• Complex asset reporting & dispositions
• Basic liability reporting & reconciliation
• Basic accounts payable & receivables,
• Quarterly financial statement reporting
• 1 yearly one-on-one meeting
• Limited client support & communication

• Unlimited monthly bank reconciliation, payroll journal entries, asset reporting & disposition, liability reporting & reconciliation, accounts payable & receivables
• Priority client support & communication
• Monthly financial statement reporting and one-on-one meetings

• 1 employee
• 1 state quarterly filing
• 1 state annual filing
• 1 W-2 employee reporting

• 5-10 employees
• Quarterly & annual filings
• 5-10 W-2 employee reporting

• Up to 3 employees
• Quarterly & annual filings
• Up to 3 W-2 employee reporting

• 11 or more employees
• Quarterly & annual flings
• W-2 reporting

Individual Tax Return Preparation

• Includes W-2's
• Up to 3 - 1099-INT, 1099-R, and Sch A 
• Itemized Deductions
• Single State filing

Individuals in Business Tax Return Preparation

• Includes W-2's, up to 10 - 1099-INT, 1099-R
• Up to 5 K-1 & Sch A
• Itemized Deductions
• Sch C Sole Proprietorship or Single Member LLC Reporting
• Sch E Rental Income Reporting
• 1099-B Brokerage Account Reporting
• AMT
• Employee Stock Option Reporting
• Sale of Property
• Financial Statement Preparation

Basic Business Tax Return Preparation

• Includes 1065 Partnership, 1120-S S-Corporation, 1120 C-Corporation, 990 non-profit, 1041 Trust/Estate
• Up to 5 K-1
• Asset reporting & disposition
• PAL
• Capital & Tax basis calculation
• Up to 3 states filed
• Up to 2 local jurisdiction filings
• Basic tax planning
• 1 state PTET

Complex Business Tax Return Preparation

• Includes 1065 Partnership, 1120-S S-Corporation, 1120 C-Corporation, 990 non-profit, 1041 Trust/Estate
• Up to 10 K-1
• Asset reporting & disposition
• PAL
• Capital & Tax basis calculation
• Up to 5 states filed
• Up to 5 local jurisdiction filings
• Basic tax planning
• 3 state PTET
• Foreign interests
• Sale of business

•  Set up company Quickbooks
• Establish chart of accounts
• Set up vendors and customers
• Connect banking institutions
• Day-to-day automation

•  Reconcile banking and credit card accounts
• Reconcile loan and liability balances
• Update chart of accounts
• Beginning at $1,250 per year

• Tax Notice Assistance
• Tax  Planning 
• Payroll a la carte
• Financial Statement Preparation
• Quickbooks Training
• Audit assistance