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    • Home
    • TAX PREPARATION CENTER
    • ENROLLED AGENT SERVICES
    • LIFE INSURANCE CENTER
    • HEALTH INSURANCE CENTER
    • TRAINING & CONSULTING
    • HUMANA DENTAL /VISION
    • A-1 Mortgage Lending
    • Accounting/Payroll Center
    • WE'RE HIRING
    • Affiliated Partner Info
    • EVENT SPACE RENTAL
    • Privacy Policy
    • TAX PREP INTAKE FORM
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  • Home
  • TAX PREPARATION CENTER
  • ENROLLED AGENT SERVICES
  • LIFE INSURANCE CENTER
  • HEALTH INSURANCE CENTER
  • TRAINING & CONSULTING
  • HUMANA DENTAL /VISION
  • A-1 Mortgage Lending
  • Accounting/Payroll Center
  • WE'RE HIRING
  • Affiliated Partner Info
  • EVENT SPACE RENTAL
  • Privacy Policy
  • TAX PREP INTAKE FORM

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Customize Your Business Financial and Tax Planning needs

Bronze Bookkeeping Package $209/month/$299 One-Time Account Origination Fee

Platinum Business Financial Management + Payroll/Tax Prep & Planning Package $459/month $459 One-time Account origination Fee

Gold Business Financial Management/Payroll Package $359/month $359 One-Time Account Origination Fee


- Unlimited Transactions

- Comprehensive Monthly Bookkeeping 

- Annual Tax Ready Financial Reports 

- Monthly Profit & Loss, Cash Flow, Balance Sheets 

-Access To Personalized Company Portal

-Prep & Filing Fees Only $199 for 1120 Business Returns After 12-months of Service

-30% Discount on 1040 Individual Returns for Owners


Additional Monthly Se


- Unlimited Transactions

- Comprehensive Monthly Bookkeeping 

- Annual Tax Ready Financial Reports 

- Monthly Profit & Loss, Cash Flow, Balance Sheets 

-Access To Personalized Company Portal

-Prep & Filing Fees Only $199 for 1120 Business Returns After 12-months of Service

-30% Discount on 1040 Individual Returns for Owners


Additional Monthly Services $100 month

-Establishing and Maintaining Business Credit 

-Business Financial Budgeting

-Business Coaching (1-2 hours monthly)



$209 Monthly Fees Are due by 1st of every month,$50 late fee if paid after 1st before 3rd. After the 3rd, Service will be cancelled and a Reinstatement Fee of $199  in addition to $209 Service fee is required

Gold Business Financial Management/Payroll Package $359/month $359 One-Time Account Origination Fee

Platinum Business Financial Management + Payroll/Tax Prep & Planning Package $459/month $459 One-time Account origination Fee

Gold Business Financial Management/Payroll Package $359/month $359 One-Time Account Origination Fee

-Comprehensive Bookkeeping Service

-W-2 Employees Payroll, Directly Deposited/Pay stubs available on paychecks intuit. com (salary -based employees only) Hourly Employees additional $100 monthly)

-Independent Contractors 1099 Annual filings

- Quarterly Federal Form 941 electronically filed 

- Annual W-2s, W-3, 1099s, and Form 940 filed

-Prep &

-Comprehensive Bookkeeping Service

-W-2 Employees Payroll, Directly Deposited/Pay stubs available on paychecks intuit. com (salary -based employees only) Hourly Employees additional $100 monthly)

-Independent Contractors 1099 Annual filings

- Quarterly Federal Form 941 electronically filed 

- Annual W-2s, W-3, 1099s, and Form 940 filed

-Prep & Filing Fees Only $199 Annually for 1120 Business Returns After 12 months of Service

-30% Discount on 1040 Individual Returns for Owners

-Assistance with Business Funding 

-Business Coaching (1-2 hours sessions per month)

-Access to Personalized Company portal



$359 Monthly Fees Are due by 1st of every month,$50 late fee if paid after 1st before 3rd. After the 3rd, Service will be cancelled and a Reinstatement Fee of $299  in addition to $359 Service fee is required


 
 

Platinum Business Financial Management + Payroll/Tax Prep & Planning Package $459/month $459 One-time Account origination Fee

Platinum Business Financial Management + Payroll/Tax Prep & Planning Package $459/month $459 One-time Account origination Fee

Platinum Business Financial Management + Payroll/Tax Prep & Planning Package $459/month $459 One-time Account origination Fee

-Includes the Business Financial Management/Payroll Package

-Monthly /Annual Tax Ready Financial Reports 

(P& L, Cash Flow, Expense Report)

-Business Coaching/Tax Advisory Services (1-2 hours a month)

-Quarterly Estimated Tax Filing (if needed)

-State Sales Tax Filing (if needed)

-Annual SOS Renewal processing 

-Business Funding Assistance 

-Acce

-Includes the Business Financial Management/Payroll Package

-Monthly /Annual Tax Ready Financial Reports 

(P& L, Cash Flow, Expense Report)

-Business Coaching/Tax Advisory Services (1-2 hours a month)

-Quarterly Estimated Tax Filing (if needed)

-State Sales Tax Filing (if needed)

-Annual SOS Renewal processing 

-Business Funding Assistance 

-Access To Personalized Company Portal


$459 Monthly Fees Are due by 1st of every month,$50 late fee if paid after 1st before 3rd. After the 3rd, Service will be cancelled and a Reinstatement Fee of $299  in addition to $459 Service fee is required

Bookkeeping /Payroll TAX Planning Intake Form

Complete Form Below!

DL, EIN, State TIN
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  • TAX PREPARATION CENTER
  • ENROLLED AGENT SERVICES
  • TRAINING & CONSULTING
  • A-1 Mortgage Lending
  • Accounting/Payroll Center
  • WE'RE HIRING
  • Affiliated Partner Info
  • EVENT SPACE RENTAL
  • Privacy Policy
  • TAX PREP INTAKE FORM

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