Monthly Bookkeeping Services (annual gross revenue up to $100k)

Annual business tax return filing (up to 2 owners/shareholders)

Payroll Services (up to 2 employees)

Annual tax planning and consultation

Quarterly simple financial statements reporting

1099 filing also available for $25 per form

Monthly Bookkeeping Services (annual gross revenue between $100K - $500K)

Payroll Services (3 - 5 employees)

Bi-annual tax planning and consultation

Quarterly comparable financial statements reporting

Annual business tax return filing (up to 5 owners/shareholders)

Accountant's commentary on quarterly financial statements

1099 filing also available for $25 per form

Monthly Bookkeeping Services (annual gross revenue between $500K - $1M)

Payroll Services (5-10 employees)

Quarterly tax planning and consultation

Quarterly comparable financial statements reporting

Annual business tax return filing (up to 10 owners/shareholders)

Cash balance monitoring and budgeting

1099 filing also available for $25 per form

Monthly Bookkeeping Services (annual gross revenue $1M+)

Payroll Services (10+ employees)

Quarterly tax planning and consultation

Monthly comparable financial statements reporting

Annual business tax return filing (10+ owners/shareholders)

Cash balance monitoring and budgeting

1099 filing also available for $25 per form

Annual individual tax return filing (simple, W2, no business activity)

Annual individual tax return filing (up to 1 business/sole proprietor under $50K gross revenue and up to 1 rental, investment activity)

Annual tax planning + strategy building session

Annual individual tax return filing (2+ businesses/sole proprietors over $50K gross revenue and up to 2+ rental, investment activities)

Bi-annual tax planning + strategy building session

Ongoing consultation/advisory