TAX ADVISORY PLAN

ENTERPRISE ACCOUNTING PLAN

CORE ACCOUNTING PLAN

Year-round tax guidance for individuals and single-member LLCs.

Includes:

Unlimited tax advisory support
Quarterly tax planning calls
One personal tax return (1040)
IRS compliance reminders
Estimated tax payment guidance
Secure client portal access

CORE ACCOUNTING PLAN

ENTERPRISE ACCOUNTING PLAN

CORE ACCOUNTING PLAN

DIY bookkeeping with accountant oversight and annual tax filings.

Includes:

QuickBooks subscription included
Monthly accountant review
Chart of accounts setup/cleanup
Quarterly compliance & strategy call
Annual business tax return (S-Corp, C-Corp, OR Partnership)
Annual personal tax return
Year-end tax-ready financial review
Secure client portal access

ENTERPRISE ACCOUNTING PLAN

ENTERPRISE ACCOUNTING PLAN

ENTERPRISE ACCOUNTING PLAN

Full accounting, compliance, and tax support for established entities.

Includes:

Monthly financial statements
Monthly accountant check-in
Basis tracking
Distribution tracking
Reasonable compensation guidance
Quarterly tax planning meetings
Year-end adjusting entries
Annual business tax return (S-Corp, C-Corp, OR Partnership)
Annual personal tax return
Priority support
Compliance calendar + deadline reminders
Secure client portal access