An Online CPA For your Small Business
Starting at - $365/mo
Corporate Tax Preparation (Federal and 1 State)
Personal Tax Preparation and Filing (1 Owner, Federal and State)
Review and Response to Routine Tax Notices
Monthly Bank and Credit Card Bookkeeping and Reconciliations (2 accts)
No Charge Email Correspondence with Managers, 3 business day response time
Annual Report Package and Accounting Adjustments for Year End Close
Out of Scope Request $250 per hour
Starting at - $525/mo
ALL PLAN 1 PLUS:
Month-end Internal Management Use Financial Report Package
No Charge for Short ZOOM Calls with Managers
No Charge Email Correspondence with Principals, 3 business day response time
Year End Tax Planning and Strategy Meeting
Out of Scope Requests $220 per hour
Starting at - $1,125/mo
ALL PLAN 2 PLUS:
Set up of initial Strategic Plan and Goal setting
Cloud based projection software subscription
Monthly ZOOM call with Principal for Milestones, Budget and Benchmarks
No Charge for Short ZOOM Calls with Principals
Out of Scope Requests $180 per hour
An Online CPA for Self-Employed
Starting at - $175/mo
Sole Proprietor (Sch C) Tax Preparation and Filing (Federal and 1 State)
Review and Response to Routine Tax Notices
Annual Bank and Credit Card Bookkeeping and Reconciliations (2 accts)
No Charge Email Correspondence with Managers, 3 business day response time
Out of Scope Request $250 per hour
Starting at - $275/mo
ALL PLAN A PLUS:
Monthly Bank and Credit Card Bookkeeping & Reconciliations (2 accts)
No Charge for ZOOM Phone Calls with Managers
No Charge Email Correspondence with Principals, 3 business day response time
Year End Tax Planning and Strategy Meeting
Out of Scope Requests $220 per hour
*All plans require a QB Online subscription