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Sole Proprietor Package
BASIC
$75/month
Federal & State Included
Prepared with Annual Return
Not Included
Billed separately
1st four questions included with 1 week response time
PREMIUM
$140/Month
Federal & State Included
Prepared with annual return, reminders sent
Year-end Planning in October/November
Billed separately
Unlimited with 1 week response time
PLATINUM
$300/month
Federal & State Included
Prepared with annual return, reminders sent or auto pay option
Quarterly Tax-Planning
Included
Unlimited with up to 24-hour response time.
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
Sole Proprietor Packge
Bookkeeping Add-on: Starting at $150/month*
*Rate is based on transactional volume.
Single Member
S-Corporation Package
BASIC
$225/MOnth
Annual salary calculation
Quarterly & Annual Filings Included
Federal & State Returns for Individual & S-Corp
Prepared with annual return
Not Included
Billed separately
Billed separately
PREMIUM
$400/month
Annual salary calculation with up to 3 modifications
Quarterly & Annual Filings Included
Federal & State Returns for Individual & S-Corp
Prepared with annual return, reminders sent
Year-end Planning in October/November
Billed separately
Unlimited, up to 1 week response time
PLATINUM
$800/month
Annual salary calculation with unlimited modifications
Quarterly & Annual Filings Included
Federal & State Returns for Individual & S-Corp
Prepared with annual return, reminders sent or auto pay option
Quarterly Tax-Planning
Included
Unlimited, up to 24 hour response time
Payroll
Payroll Reporting
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
Payroll
Payroll Reporting
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
Payroll
Payroll Reporting
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
S Corp Package
Bookkeeping Add-on: Starting at $250/month*
*Rate is based on transactional volume.
enterprise package
BASIC
$400/MOnth
Billed separately
Quarterly & Annual Filings Included
Quarterly review of books
Federal & State Returns for Individual & S-Corp/Partnership
Prepared with annual return
Not Included
Billed separately
Billed separately
PREMIUM
$1000/month
Included for up to 10 employees, every 2 weeks
Quarterly & Annual Filings Included
Monthly review of books
Federal & State Returns for Individual & S-Corp/Partnership
Prepared with annual return, reminders sent
Year-end Planning in October/November
Billed separately
Unlimited, up to 1 week response time
PLATINUM
$2000/month
Unlimited pay periods and employees
Quarterly & Annual Filings Included
Included
Federal & State Returns for Individual & S-Corp/Partnership
Prepared with annual return, reminders sent or auto pay option
Quarterly Tax-Planning
Included
Unlimited, up to 24 hour response time
Payroll
Payroll Reporting
Bookkeeping
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
Payroll
Payroll Reporting
Bookkeeping
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
Payroll
Payroll Reporting
Bookkeeping
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
Payroll
Payroll Reporting
Bookkeeping
Annual Tax Filing
Estimates
Tax Planning
IRS Notice Support
Questions
Enterpise Package
*$75/month per additional owner
**Rates are based on $1 million or less in Gross Sales
***10% discount on all packages if fee is paid annually.
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