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Choose your tax maintenaince package

  • Basic

    399$
    Every month
    Tax maintenance package
     
    • Individual Tax Returns - Federal, State(s), & Local(s)
    • Form W-2, 1099-INT, & Form 1099-Misc - ($25 per form)
    • FinCEN BOI Filing Initial Report or Updates to Report ($150)
    • Business annual reports ($150 per state)
    • quarterly estimated tax calculations
    • Year-End tax projections
    • 2hrs of QuickBooks clen-up
    • and More
  • Best Value

    Business

    599$
    Every month
    Tax maintenance package
     
    • Individual Tax Returns - Federal, State(s), & Local(s)
    • Business Tax Returns - Federal, State(s), & Local(s)
    • Form W-2, 1099-INT, & Form 1099-Misc - Annual Preparation
    • Business Annual Reports for Each Required State ($150 per)
    • FinCEN BOI Filing Initial Report or Updates to Report ($150)
    • BOOKKEEPING, PAYROLL, AND AUDIT REPRESENTATION
    • Basic Bookkeeping package included
    • Much more book a discovery call to learn more.
    • Monthly Reconciliations in QBO for 1 Bank Acct., 1 Card
    • QuickBooks Online Monthly Subscription Determined by Team
    • IRS/State Notice Reponses - up to 3 per Year
    • Monthly Categorization of Transactions in QBO for 1 Bank/car
    • and More.

  • VIP

    998$
    Every month
    Tax maintenance package
     
    • Individual Tax Returns - Federal, State(s), & Local(s)
    • Business Tax Returns - Federal, State(s), & Local(s)
    • Form W-2, 1099-INT, & Form 1099-Misc - Annual Preparation
    • Business Annual Reports for Each Required State
    • FinCEN BOI Filing Initial Report or Updates to Report
    • Year-End Tax Projection & Strategizing (October/November)
    • Mid-Year Tax Projection & Strategizing (May/June)
    • Unlimited Updates to Your Tax Projections
    • VIP - Saturday Appointments
    • VIP - Direct Access to Corenda Ferguson
    • 2 Hours of QuickBooks Online (QBO) Clean-up
    • Basic Bookkeeping included
    • IRS/State Notice Reponses - up to 3 per Year
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