Monthly All-inclusive Packages for Sole Proprietor include: Federal Tax Return Included in your monthly package is 1 Federal Tax Return. We will prepare your 1040 with a Schedule C (Profit or Loss of a Business) and e-file your return annually. Monthly financial reports Each month we will send you Financial Reports right to your email. These are useful for banking, loans and an overlook of your business. Monthly Bookkeeping Our awesome bookkeeping service is all done in Quickbooks online monthly. We use the bank feeds in QuickBooks Online to keep us efficient while giving you accurate records. Secure digital storage Secure digital storage of tax return in our client portal accessible 24/7. We use Sharefile as a means to share documents with our clients. Support All packages include 1 Phone call and email per month to ask questions or address concern. If you need more time with us there is an add on for an unlimited plan. Estimated Tax Vouchers We’ll send you vouchers and instructions each year for your annual and quarterly tax payments. This makes paying your taxes a snap. Automatic Payments Once set up we will automatically run your debit or credit card monthly at the agreed upon rate. This keeps your service from being interrupted for non payment and will keep your books running smoothly. Budget Friendly options to fit any business size Starter $49/mo Revenue of $0-50K ______________ Basic $89/mo Revenue of >$50k - $125k ______________ Pro $129/mo Revenue of >$125k - $250K ______________ Elite $169/mo Revenue of >$250K - 400K* ______________ Start Now **If your revenue is over $400K, please contact us for a custom quote. Enhance your Plan with Our Add on Services QuickBooks Online $25/mo - Take advantage of our wholesale pricing from Intuit. With this add on, we’ll pay the bill for QBO, so you’ll always pay less than the current retail price. Weekly Bookkeeping $15/mo - Need your books done more often? This add on means we’ll set aside a day every week to do your bookkeeping, so you’ve got the data you need, when you need it. Unlimited Support $60/mo - Our bookkeeping package is designed to let you make money while we take care of everything else, but if you do need more time with us each month, this add-on provides unlimited emails, phone calls, and meetings. Tax Planning $55/mo - Tax planning is a huge part of our business. With this add on, we’ll not only prepare your books and tax returns, but we’ll also look for ways to limit your tax liability and assist in implementing these plans. Payroll $100/mo + $6 per employee - Need help with running payroll and filing your returns? We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately. Accounts Receivable $285/mo - If the invoicing process becomes too much for you, we can create invoices, send them out, receive the payments, and group the payments into bank deposits for you. Accounts Payable $285/mo - Paying bills on time can be tough when you’re constantly on the go. This add on takes that off your plate. We enter your bills and use an app to arrange payment, but you still get the final say on when funds are released. Accountable Plan $20/mo - Do you reimburse yourself for business expenses you put on personal accounts or pay with cash? It’s important to keep specific records for these occurrences so that reimbursements can be tax free. see more.... Additional State Tax Returns $8/mo - We’ll do one state return for your business and/or personal taxes. Should you need additional states, this is the add on for you. Audit Defender $10/mo - Think of this as an insurance policy on your tax returns. With this service we will respond to all tax notices you may receive and represent you in an audit. Local, Sales and Tangible Taxes $25/mo - if you’re a business that is required to collect and remit sales tax or file a tangible tax return, you know those due dates can be a pain to keep track of, this add on eliminates all those burdens.