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| Description | Starter Revenue up to $250,000 | Basic Revenue up to $250,000 | Growth Revenue up to $750,000 | Elite Revenue up to $1.5M |
|---|---|---|---|---|
| NEW CLIENT SETUP FEE | $150 for 2020 | $100 for 2020 | $100 for 2020 | $0 for 2020 |
| TAX RETURN SERVICES | ———————— | ———————— | ———————— | ———————— |
| BUSINESS TAX RETURN | √ | √ | √ | √ |
| PERSONAL TAX RETURNS | $399 | 1 | 1 | Up to 3 |
| AUDIT DEFENSE | $99 | √ | √ | √ |
| 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 | $125/mo | $75/mo | Free for 3 months | Free for 3 months |
| KPI ANALYSIS | – | – | √ | √ |
| QUICKBOOKS HELP ON-DEMAND | – | – | – | √ |
| DIRECT LINE TO BK DIRECTOR | – | – | – | √ |
| PAYROLL SERVICES | ||||
| PAYROLL PROCESSING FOR OWNERS | $60/mo | $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 | – | – | √ | √ |
| $69/month
$150 Setup Fee Additional | $179/month
$100 Setup Fee Additional | $279/month
$100 Setup Fee Additional | $599/month
No setup fee required |
We are a full service accounting firm who provide accounting, bookkeeping, auditing, and tax relief services.
