Monthly Subscription Plans for BUSINESS Tax Preparation

Are you a small to medium-sized business with a lot of complex transactions? Is your company growing fast, in the middle of a major shift or just getting started? Do you have a lot of financial accounts that need to be compiled at the end of the year? As tax season approaches, are you or your in-house bookkeeper, overwhelmed with a frenzied analysis and need to determine what’s taxable, what’s exempt, what’s personal or what’s business? Are you are simply inundated by an inadequate bookkeeping system?

Whether you are a Doctor, a Lawyer or an Indian Chief, Our Business Tax Prep Subscription Service is Just  What the Tax Guy Ordered!

Instead of being hit with one large tax prep bill at the end of the tax season, our subscription service helps you spread your payments out over the entire year, thereby minimizing the sticker shock of a final bill.

Professional tax preparation made convenient and affordable!

  • Your filing requirements at the time of filing will determine your final subscription premium.
  • Subscription does not include taxes, penalties, or interest owed by the taxpayer(s).
  • Prorated annual subscription balance will be due at the time of tax filing.
  • Subscription deducted via ACH draft from checking account.

Choose the Business Subscription Level that’s right for your business.
Contact us today to enroll!

Looking for INDIVIDUAL Tax Preparation? Click here.

PACKAGE FEATURES: Business Levels 1-4

Level 1 – Business Tax Prep
Return Type:  Schedule C, E, 1065, 1120S, 1120, 990
Prior Year Gross Income:  > $50k and < $100k
Monthly Subscription Rate:  $75

Services Included:

  •  Year-Round Tax & Accounting Services
  •  Federal, state and local income tax preparation
  •         (business & individual)
  •  Review of prior-year tax return(s) & amend if necessary
  •        (*additional fee for amended returns)
  •  E-Filing and/or Extension Filing
  •  Unlimited Email Support
  •  ** Detailed financial account summary/audit trail report
  •  Review 3rd Party Vendor for Accuracy
  •         (i.e. ADP or bank)
  •  Tax blog & email access/updates
  •  Tax Advisor’s time: 1 Hr – (listed below)
    •  Tax/Financial Consultation
    •  Tax Research
    •  Tax Notices
  •  Form 1099 completion/e-filings:  5
  •  Audit Protection

 

Level 2 – Business Tax Prep
Return Type:  Schedule C, E, 1065, 1120S, 1120, 990
Prior Year Gross Income:  > $100k and < $200k
Monthly Subscription Rate:  $150

Services Included:

  •  Year-Round Tax & Accounting Services
  •  Federal, state and local income tax preparation
  •         (business & individual)
  •  Review of prior-year tax return(s) & amend if necessary
  •        (*additional fee for amended returns)
  •  E-Filing and/or Extension Filing
  •  Unlimited Email Support
  •  ** Detailed financial account summary/audit trail report
  •  Review 3rd Party Vendor for Accuracy
  •         (i.e. ADP or bank)
  •  Tax blog & email access/updates
  •  Tax Advisor’s time: 2 Hrs – (listed below)
    •  Tax/Financial Consultation
    •  Tax Research
    •  Tax Notices
  •  Form 1099 completion/e-filings:  10
  •  Audit Protection

 

 

Level 3 – Business Tax Prep
Return Type:  Schedule C, E, 1065, 1120S, 1120, 990
Prior Year Gross Income:  > $200k and < $400k
Monthly Subscription Rate:  $250

Services Included:

  •  Year-Round Tax & Accounting Services
  •  Federal, state and local income tax preparation
  •         (business & individual)
  •  Review of prior-year tax return(s) & amend if necessary
  •        (*additional fee for amended returns)
  •  E-Filing and/or Extension Filing
  •  Unlimited Email Support
  •  ** Detailed financial account summary/audit trail report
  •  Review 3rd Party Vendor for Accuracy
  •         (i.e. ADP or bank)
  •  Tax blog & email access/updates
  •  Tax Advisor’s time: 3 Hrs – (listed below)
    •  Tax/Financial Consultation
    •  Tax Research
    •  Tax Notices
  •  Form 1099 completion/e-filings:  25
  •  Audit Protection

 

Level 4 – Business Tax Prep
Return Type:  Schedule C, E, 1065, 1120S, 1120, 990
Prior Year Gross Income:  > $400k and < $1.5M
Monthly Subscription Rate:  $400

Services Included:

  •  Year-Round Tax & Accounting Services
  •  Federal, state and local income tax preparation
  •         (business & individual)
  •  Review of prior-year tax return(s) & amend if necessary
  •        (*additional fee for amended returns)
  •  E-Filing and/or Extension Filing
  •  Unlimited Email Support
  •  ** Detailed financial account summary/audit trail report
  •  Review 3rd Party Vendor for Accuracy
  •         (i.e. ADP or bank)
  •  Tax blog & email access/updates
  •  Tax Advisor’s time: 4 Hrs – (listed below)
    •  Tax/Financial Consultation
    •  Tax Research
    •  Tax Notices
  •  Form 1099 completion/e-filings:  30
  •  Audit Protection

 

 

Looking for INDIVIDUAL Tax Preparation? Click here.

Contact us today to enroll in the subscription plan that’s right for you.