Taxes Tech has a package to fit Every Budget!
| Description | Growth Package <$500k Gross Revenue | Mature Package >$500k Gross Revenue |
|
| CLIENT ONBOARDING FEE: -IRS COMPLIANCE REVIEW -ACCOUNTING RECORDS CLEANUP -PAST TAX RETURN AMENDMENT -TAX ENTITY ELECTION | $110/Hour | $80/Hour | |
| PAYROLL SETUP/ONBOARDING | $600 | $600 | |
| TAX PLANNING BASED BOOKKEEPING | √ | √ | |
| BUSINESS TAX RETURNS | √ | Up to 3 | |
| PERSONAL TAX RETURNS | √ | √ | |
| 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 | √ | √ | |
| KPI ANALYSIS | √ | √ | |
| QUICKBOOKS CONSULTING | – | √ | |
| DIRECT LINE TO BK DIRECTOR | – | √ | |
| PAYROLL SERVICES | |||
| PAYROLL PROCESSING FOR OWNERS | √ | √ | |
| CALCULATE OPTIMAL OFFICER COMPENSATION | √ | √ | |
| STATE PAYROLL TAX REGISTRATION | √ | √ | |
| PAYROLL UP TO 10 EMPLOYEES | √ | √ | |
| 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 | √ | √ | |
| $550/month
| $750/month |
