Our Pricing Packages

Service	Basic	Plus	Premium
Individual Tax Preparation and 1 State Return	x	x	x
Tax return review video by Loom	x	x	x
Access to Online Portal to retrieve completed returns	x	x	x
Online Tax Organizer to simplify the gathering of info	x	x	x
Meeting to discuss current year return (30 min)	N/A	N/A	x
Tax projection and estimated tax calculation	N/A	Annual	Quarterly
Scheduled Tax planning meeting	N/A	Annual	Quarterly
Help Desk Support	Email-only	Email & Call (48hr)	Email & Call (24hr)
Schedule C preparation	Additional Fee	Additional Fee	Additional Fee
Schedule E preparation	Additional Fee	Additional Fee	Additional Fee
Fees start at	950.00	1,500.00	2,500.00

Client Accounting Services Packages

CLIENT ACCOUNTING SERVICES PACKAGES
	BYOB	Accountant	Manager	Controller
Post transactions	Client	Firm	Firm	Firm
Reconcile bank and credit card accounts	Client	Annual	Quarterly	Monthly
Management-Use Financial Reports	Client	n/a	Quarterly	Monthly
Scheduled meetings-conference calls	Quarterly	Annual	Semi-annual	Quarterly
Online Support via support desk	Email	Email Only	48 hour callback	24 hour callback
Xero Accounting Software	Included	Included	Included	Included
Maximum number of bank or credit card accounts *	N/A	Up to 2	3-5	5+
Onboarding/training sessions	3	n/a	1	2
Review of client bookkeeping	Monthly	n/a	n/a	n/a
Year end closing of the books	x	x	x	x
MINIMUM MONTHLY INVESTMENT	299	749	1,249	1,995
?Onboarding Fee?	n/a	1500	1500	1500
Accounts Receivable (Invoicing)	DIY	A La Carte	REQUIRED	REQUIRED
Accounts Payable (Pay bills)	DIY	A La Carte	REQUIRED	REQUIRED