SILVER: ACCOUNTING & BOOKKEEPING
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Platinum |
Gold |
Silver |
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Monitor due dates and compliance |
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Compile financial statements on a monthly, quarterly, or interim basis |
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Reconcile, review, and analyze: |
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Bank accounts & credit card accounts |
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Fixed assets, depreciation, & amortization |
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Loans & notes payable | interest expense |
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Payroll & payroll tax |
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Sales tax, inventory, and cost of goods sold |
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Shareholder distributions & officer salaries |
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Accounts receivable, aging, & bad debt |
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Accounts payable, aging, payments |
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Revenue accounts & expenses |
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Interest Income |
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GOLD: SILVER + BUSINESS ADVISORY SERVICES
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Platinum |
Gold |
Silver |
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Year end adjustments |
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Year end tax planning (coordinated with client) |
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Business tax return |
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Two management meetings (up to 90 min each): Annual Tax Mtg, Interim Planning Mtg |
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Analysis & feedback on trends, changes, and critical areas |
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Recommendations for debt management |
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Recommendations for growth & development | growth management |
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PLATINUM: SILVER + GOLD + VIRTUAL CFO SERVICES (call for price)
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Platinum |
Gold |
Silver |
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Individual tax return (for one partner | shareholder) |
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Year end individual tax planning & analysis |
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Interim & year end analysis of reasonable officer salary, withholding, estimated tax |
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Two additional interim management meetings (up to 90 minutes each) |
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Current vs prior year comparison & analysis (Q2, Q3, Q4, | Year end) |
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Year round reminders, guidance, advice, & recommendations |
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Retirement planning options |
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Prepare & file 1099's (Up to 10) |
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Prepare & file Tangible Property Tax Return |
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Unlimited emails, phone calls, & questions
(excluding those requiring special research or extended planning) |
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ADDITIONAL ALA-CARTE SERVICES
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Tax Planning, Mock Tax Returns: From $500 |
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Individual Tax Prep (Form 1040): From $500 |
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C Corporation, Partnership and S Corp: From $950 |
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Payroll: typical monthly fee $175 plus out of pocket(including paystubs, quarterly payroll,year end w2s)
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Loan package assistance | preparations $500 |
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1040NR/Foreign investor ITIN/one rental: $400 |
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QuickBooks set up | Conversion from desktop to QBO | QuickBooks Training from $500 |
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Trust & estate tax planning From $800 |
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Section 199 A Deduction Optimization From $300 |
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Expat Taxes: From $800 |
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Form 709 Gift Tax Return: $350 |
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Consulting/Hour:$200 |
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FBAR FinCEN Report 114: From $200 |
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Regular - Sales tax $$75 |
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NOTE: For existing clients, we are trying to keep the fee the same unless the scope of the service and the time spend on the service changed; for new client we need to see what you have to give you a fee quote
