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