bUSINESS Packages

Business Essentials Lite
Plan

Includes:

  • Bi-monthly bookkeeping, bank reconciliations, and analysis (reports)
  • Filing of Federal & State business tax returns
  • Filing of Federal & State individual tax returns
  • Quarterly tax estimates and projections
  • QuickBooks set-up, if necessary


Starting at $495/mo

Business Essentials
Plan

Includes:

  • Monthly bookkeeping, bank reconciliations, and analysis (reports)
  • Filing of Federal & State business tax returns
  • Filing of Federal & State individual tax returns
  • Quarterly tax estimates and projections
  • QuickBooks set-up, if necessary


Starting at $645/mo

Business Premium
Plan

Includes everything listed in the Business Essentials Plan PLUS::

  • Pass-Through Entity Tax Add-On (for one state)
  • Payroll Add-On
  • Unlimited Support Add-On






Starting at $795/mo

bUSINESS Package Add-ons

Pass-Through Entity Tax (PTET)

Includes:

  • Set-up of PTET with the applicable state
  • Filing of annual PTET return
  • Quarterly tax estimates & projections


Starting at $49/mo/state

Payroll
VIA ADP

Includes:

  • Set-up of payroll through ADP payroll services
  • Monitoring and bookkeeping of payroll
  • Year-round support with all payroll-related questions


Starting at $49/mo

UNlimited Support

Includes:

  • Handling of unlimited tax notices/letters from Federal and State taxing authorities
  • Also includes Federal and State tax audits



Starting at $149/mo