Financial Tools & Tips
Clients & Supporters-
Monthly Tax & Financial Coaching Newsletter
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Regular Instructional Videos on Key Topics
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Free Spreadsheet Analyzers With Each Topic
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Address your technical Q&A questions from Vlog
Business Basics
Ideal for Small S-Corps-
Cloud Accounting System
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Monthly Payroll Processing
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Quarterly Federal & State Payroll Tax Filings
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S-Corp Owner Financial Tax Planning
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Year-end W-2 Filing
Bookkeeping Asst.
For clients with more activity-
Cloud Accounting System
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Monthly Coding with third party integrations
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Bank & CC Reconciliations
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Monthly Financial Statement Preparation
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Full Payroll Support & Coodination
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Individual 1040 Federal & State Tax Preparation $250
Base fee for individual tax preparation, filing State and Federal forms including e-filing, cloud document storage, annual electronic tax organizer and full accuracy guarantee if you receive any IRS or State inquiries.
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1120, 1120S & 1065 Business Tax Prep $500
Base fee for business tax preparation, filing State and Federal forms including e-filing, cloud document storage and full accuracy guarantee if you receive any IRS or State inquiries. We will also prepare Schedule K-1 for passthrough owners & complete Schedules L, M-1 & M-2 to be sure your return is filed with complete accuracy and detail.
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Additional Services $150/hr
All other services not included in the platform packages are billed at the firm rate. Base tax return fees include main form 1040 with Schedules A & B and supporting schedules. Corporations on a platform pay the flat $500 but annual clients will pay the base rate of $500 plus the hourly rate. Other services may include start-up consulting, entity setup including filing Federal & State registrations, catch-up bookkeeping, IRS inquiries from previous filings, and other services the client requests or needs beyond the basic scope of services.