Taxes Tech has a package to fit Every Budget!
| Description |
Entrepreneur Package |
Growth Package |
Mature Package |
|
|---|---|---|---|---|
| CLIENT ONBOARDING FEE: -IRS COMPLIANCE REVIEW -ACCOUNTING RECORDS CLEANUP -PAST TAX RETURN AMENDMENT -TAX ENTITY ELECTION |
$60/Hour | $60/Hour | $60/Hour | |
| TAX PLANNING BASED BOOKKEEPING | $60/Hour | √ | √ | |
| BUSINESS TAX RETURN | √ | √ | √ | |
| PERSONAL TAX RETURNS | $390 | √ | Up to 3 | |
| AUDIT DEFENSE | $100/Hour | √ | √ | |
| TAX PROJECTIONS (Quarterly) | √ | √ | √ | |
| SECURE TAX RETURN VAULT | √ | √ | √ | |
| AUTOMATED PERSONAL TAX ORGANIZER | √ | √ | √ | |
| VIDEO TAX RETURN REVIEWS W/ CPA | – | √ | √ | |
| TAX STRATEGY MODULE | – | √ | √ | |
| COMPLIMENTARY TAX PLANNER PRO SUBSCRIPTION | – | √ | √ | |
| SECTION 199A OPTIMIZATION | – | √ | √ | |
| BOOKKEEPING SERVICES | ||||
| INTEGRATION WITH QUICKBOOKS ONLINE | √ | √ | √ | |
| BOOKKEEPING ACCURACY AUDIT | √ | √ | √ | |
| ASSISTANCE WITH BANK REC’S | √ | √ | √ | |
| IDENTIFY MISSING TAX DEDUCTIONS | √ | √ | √ | |
| FINANCIAL STATEMENT PREPARATION | $75/mo | Free for 3 months |
Free for 3 months |
|
| KPI ANALYSIS | – | √ | √ | |
| QUICKBOOKS CONSULTING | – | – | √ | |
| DIRECT LINE TO BK DIRECTOR | – | – | √ | |
| PAYROLL SERVICES | ||||
| PAYROLL PROCESSING FOR OWNERS | $60/mo | √ | √ | |
| CALCULATE OPTIMAL OFFICER COMPENSATION | √ | √ | √ | |
| STATE PAYROLL TAX REGISTRATION | – | √ | √ | |
| PAYROLL UP TO 10 EMPLOYEES | – | $60/month | $60/month | |
| BUSINESS ADVISORY SERVICES | ||||
| QUARTERLY ESTIMATED TAX PAYMENTS | √ | √ | √ | |
| PERSONAL PORTAL & DASHBOARD | √ | √ | √ | |
| ASSIST WITH LENDERS, LAWYERS & OTHER SERVICES | – | – | √ | |
| CFO REPORTING (Quarterly) | – | – | √ | |
| BUDGET PROJECTIONS | – | – | – | |
| SUPPORT & COMMUNICATION | ||||
| UNLIMITED EMAIL SUPPORT | √ | √ | √ | |
| PREMIUM SUPPORT | √ | √ | √ | |
| DIRECT LINE TO CPA | √ |
√ | √ | |
|
|
$205/month (Setup fee $60/Hour) |
$320/month (Setup fee $60/Hour) |
$688/month No setup fee required |
