Pricing

SMB Plan

SMB Plan @ 750/month

Ideal for small businesses and startups.

Includes Quarterly Accounting Reports, including Basic Financial Statements such as B/S, P&L, G.L.

Semi-Annual Tax Planning, including Updates & Tax Projections to keep you moving forward!

Annual Tax Compliance, including Officer Payroll Filings and Business Tax Returns (+Owner Tax Return (1040) billed separately)

SALIENT FEATURES

Focused on Compliance Tax Planning, this plan keeps your business operations smooth and error-free, with S-Corporation Tax Compliance Maintenance Plan and Officer Payroll, Reasonable Comp. Support.

Get expert Annual Recommendations on Entity Structure, IRA, HAS, Employee Benefits, Home and Auto Deductions to maximize deductions, manage resources, and track distributions effectively.

Access filings anytime through TaxDome for easy sharing with stakeholders like lenders, lawyers, partners, brokers, and advisors.

Designed for hands-on business owners, offering personalized one-on-one communication just with you, tailored to your needs.

Includes Quarterly Loom Books and a Tax Review call of up to 60-90 minutes for customized guidance.

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