BOOKKEEPING + TAX PACKAGES
Because your time is too precious to be spent number crunching.
Want to hand-off your accounting duties to a team of pros who know what they’re doing (and who can help you find ways to save more on taxes)?
WHO IS THIS RIGHT FOR?
If you...
- Hate doing the busy-work around income, expenses and payroll every month,
- Are sick of feeling frustrated around tax season every year,
- Think it’s worth investing in experts who save you more money in taxes (than what you pay to hire them)
- Are convinced that all the number-crunching is really not worth your time.
- Wish someone could take care of it - so you can go back to growing your business,
...bingo! You’re in the right place!
YOUR OPTIONS
Unlike other accountants - 0ur simple pricing plans are based on your current revenue (as long as you declare the right number). No matter how many transactions your business makes, you’re only paying a fixed flat fee.
Classic
Includes:
- Quarterly bookkeeping (P&L, Balance Sheet + Account Reconciliation)
- Business tax return(Fed and CA)
- Personal tax return (Fed and CA) - Includes form 1040 along with Sch A and B only.
- Not included: Rentals, K-1 Investments, investment transactions are reported on other forms.
Investment: From $175 / mo
Professional
Includes:
- Monthly bookkeeping (P&L, Balance Sheet + Account Reconciliation)
- Business bank and credit card reconcilations
- Business and Personal tax returns includes Corp, Partnership, LLC returns as needed.
- Sales tax return preparation (includes tax deposits made electronically)
- Worker's compensation audit
- Tax Planning software
- Free Xero, Quickbooks or Freshbooks software included.
- Estimated tax preparation.
- Annual corp renewal - additional fees apply
- Annual update meeting available
Investment: From $250 / mo
Ultimate
Includes:
- Everything from Level 2
- Annual Corporate renewal
- Business property tax returns
- Business License renewals
- Estimated Tax Payments (will be mailed to client prior to due date)
- Summer and Fall update meetings available
- Audit package (storage of all bills, receipts and returns)
Investment: From $350 / mo
LOOKING FOR ADD-ONS?
Payroll Processing:
Bi-weekly or Monthly: 100/mo + 6 per employee
Weekly: 175 /mo + 9 per employee
State Tax Returns outside California:
149 (flat fee)
Profit First (On-going support):
100/mo
(Includes: monitoring profit distribution and quarterly PF consultations for year 1. Semi-annual PF consultations from year 2 onwards.)