AS Basic Plan Includes:
- Up to 150 transactions per month
- Review of accounts payable and receivable
- Remote accounting services
- Setup and management of bank rules
- Chart of Accounts maintenance
- Deliver monthly financial reports by the 25th
- QuickBooks Online Support
- Unlimited phone support
AS Basic Pro Plan Includes:
- Up to 250 transactions per month
- Review of accounts payable and receivable
- Remote accounting services
- Setup and management of bank rules
- Chart of Accounts maintenance
- Deliver monthly financial reports by the 20th
- QuickBooks Online Support
- Unlimited phone support
As Pro Max Plan Includes:
- Over 250 transactions per month
- Review of accounts payable and receivable
- Remote accounting services
- Setup and management of bank rules
- Chart of Accounts maintenance
- Monthly financial reports delivered by the 15th
- QuickBooks Online Support
- Unlimited phone support
Additional Add-On Services
Payroll Service – $X per payroll run Includes:
- QuickBooks Online Payroll – Premium
- Up to 4 employees (Additional employees at $X each per payroll run)
- Yearly W-2 filings
- Federal and state payroll tax returns (one state included)
- Semi-weekly automatic payroll tax deposits
- Next-day direct deposit
- Premium time tracking using “TSheets”
Business Entity Creation
Business Entity Types We Specialize In:
- Limited Liability Company (LLC): Ideal for small businesses, LLCs offer liability protection and pass-through taxation, meaning business profits are taxed at the individual level rather than at the corporate level.
- S-Corporation: Best suited for small businesses with a few shareholders. S-Corps provide tax advantages through pass-through taxation while offering liability protection.
- C-Corporation: Suitable for larger businesses or those looking to raise capital through shareholders. C-Corps offer liability protection but are subject to corporate income tax. Double taxation (corporate and individual) is the main downside, but it may be beneficial for companies with reinvested earnings.
QuickBooks Setup Includes:
- Helping you select the right version of QuickBooks for your business needs
- Complete QuickBooks software setup
- Initial setup to ensure accounts are mapped correctly
- Custom invoice template creation
- Responsive QuickBooks support via phone or email
- Expert advice on time-saving shortcuts
- Data file review and cleanup for smooth operation
Business Income Tax Return:
Make filing your business tax return easier by spreading your tax preparation fees over 12 months. As your tax preparer, we’ll provide ongoing tax analysis throughout the year to keep you informed and help you navigate any changes.
- $X per month: Includes Federal and one state business income tax return
- $X per month: For each additional state
Individual Income Tax Return:
Since we’re already handling your business income tax return, it only makes sense to extend our expertise to your personal tax returns as well. Plus, many clients offer individual tax preparation as a cost-effective fringe benefit for their employees!
- $X per month: Includes Federal and one state individual income tax return
- $X per month: For each additional state