Less than 20K expenses per month
- Monthly Bookkeeping & Bank Reconciliations
- Quarterly Financial Reporting
- Free Annual Consultation Call
- Annual Business Income Tax Preparation
- 24X7 Secure Cloud Portal Access to all
Documents - Basic Unlimited Email Support
20K-50K expenses per month
- All Basic Benefits plus:
- Quarterly Estimated Tax Calculations
- 1 Personal Tax Preparation
- Dedicated Bookkeeper
- Dedicated Tax Expert
- Priority Unlimited Email Support
50K-100K expenses per month
- All Budget Benefits plus:
- Semi-Annual Consultation Calls
- Respond to IRS and State Tax Agency Notices
- Quarterly Sales Tax Filing for Single State
- Business SOS/DOS Compliance Filings
100K-200K expenses per month
- All Standard Benefits plus:
- Quarterly Consultation Calls
- Monthly Financial Reporting
- Priority Service
- Multi State, up to 3, Income Tax Filings
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