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(770) 374-9683

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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

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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

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Customize Your Business Financial and Tax Planning needs

Bookkeeping $199month/$199 One-Time Account Set Up Fee

Business Financial Management/Payroll Package $359/month $359 One-Time Account Set Up Fee

Business Financial Management/Payroll Package $359/month $359 One-Time Account Set Up Fee

  


- Unlimited Transactions

- Comprehensive Monthly Bookkeeping 

- Annual Tax Ready Financial Reports 

- Monthly Profit & Loss, Cash Flow, Balance Sheets 

-Access To Personalized Company Portal


Additional Monthly Services $100 month

-Business Credit Management/Budgeting

-Business Coaching (1-2 hours monthly)

Business Financial Management/Payroll Package $359/month $359 One-Time Account Set Up Fee

Business Financial Management/Payroll Package $359/month $359 One-Time Account Set Up Fee

Business Financial Management/Payroll Package $359/month $359 One-Time Account Set Up Fee

-Comprehensive Bookkeeping Service

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

-Independent Contractors 1099 Annual filings

- Quarterly Federal Form 941 electronically filed 

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

-Assistance with Business Funding 

-Business Coach

-Comprehensive Bookkeeping Service

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

-Independent Contractors 1099 Annual filings

- Quarterly Federal Form 941 electronically filed 

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

-Assistance with Business Funding 

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

-Access to Personalized Company portal


 
 

Business Tax Prep & Tax Planning Package $359/month $359 One-time Account Set-Up Fee

Business Financial Management/Payroll Package $359/month $359 One-Time Account Set Up Fee

Business Tax Prep & Tax Planning Package $359/month $359 One-time Account Set-Up Fee

-Annual Personal & Business Tax Preparation & Filing

-Annual Tax Ready Financial Reports 

(P& L, Cash Flow, Annual Expense Report)

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

-Quarterly Estimated Tax Filing 

-State Sales Tax Filing & Annual SOS Renewal processing 

-Business Funding Assistance 

-Access To Personalized Company Por

-Annual Personal & Business Tax Preparation & Filing

-Annual Tax Ready Financial Reports 

(P& L, Cash Flow, Annual Expense Report)

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

-Quarterly Estimated Tax Filing 

-State Sales Tax Filing & Annual SOS Renewal processing 

-Business Funding Assistance 

-Access To Personalized Company Portal


Additional Monthly Services $100 month

-Quarterly Estimated Tax Filing 

-State Sales Tax Filing & Annual SOS 


Bookkeeping /Payroll Intake Form

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  • TAX PREPARATION CENTER
  • ENROLLED AGENT SERVICES
  • TRAINING & CONSULTING
  • A-1 Mortgage Lending
  • Accounting/Payroll Center

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