top of page
PACKAGE ONE (Semiannual)
1,794$Every 6 monthsValid for 12 months- Cleanup
- Monthly Bookkeeping
- Year-Round Tax Advice
- Tax Planning
- Business Funding and Real Estate Tax Planning
- Profit Loss and Balance Sheet Reports Upon Request (does not
- include tax preparation but that service be paid separately.
- Business tax returns start at $750.)
PACKAGE TWO (Monthly)
499$ÂValid for one month- Cleanup
- Dedicated Accountant with added SMS texting services contact
- Monthly Bookkeeping
- Year-Round Tax Advice
- Tax Planning
- Quarterly Reviews
- Payroll Setup
- Business Funding and Real Estate Tax Planning
- Quarterly Profit Loss, Balance Sheet, Cash Flow Statements,
- Statement of Owners Equity Forms
- Misc Accounting Forms upon Request
- Personal and Business Tax Return Preparation for the CURRENT
- year if enrollment date is prior to June 1 on the monthly
- plan. They will be prepared for the FOLLOWING year if enroll
- after June 1 on the monthly plan. In the semiannual plan,
- current year tax preparation is included regardless of
- enrollment time.
PACKAGE ONE (Monthly)
399$ÂValid for one month- Cleanup
- Monthly Bookkeeping
- Year-Round Tax Advice
- Tax Planning
- Business Funding and Real Estate Tax Planning
- Profit Loss and Balance Sheet Reports Upon Request
- (does not include tax preparation but that service be paid
- separately. Business tax returns start at $750.)
PACKAGE TWO (Semiannual)
2,394$Every 6 monthsValid for 12 months- Cleanup
- Dedicated Accountant with added SMS texting services contact
- Monthly Bookkeeping
- Year-Round Tax Advice
- Tax Planning
- Quarterly Reviews
- Payroll Setup
- Business Funding and Real Estate Tax Planning
- Quarterly Profit Loss, Balance Sheet, Cash Flow Statements,
- Statement of Owners Equity Forms
- Misc Accounting Forms upon Request
- Personal and Business Tax Return Preparation for the CURRENT
- year if enrollment date is prior to June 1 on the monthly
- plan. They will be prepared for the FOLLOWING year
- if enrolling after June 1 on the monthly plan. In the
- semiannual plan, current year tax preparation is included
- regardless of enrollment time.
bottom of page