Sole Proprietor Package
All-inclusive Accounting Packages to Fit Your Budget.
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All Plans Come With:
Each year we will prepare and e-file form 1040 which is your personal tax return. All returns are reviewed by a CPA and you will always approve everything before we file.
Included with every package is one state tax return prepared and filed for you.
As part of your personal tax return, we will prepare a schedule of all itemized deductions helping you reduce tax liability and ensuring we find every deduction possible.
Because you are a sole proprietor, you must file this schedule to report your profit and loss from the business. We’ll ensure you are reporting all your business information accurately.
Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each month.
We’ll send you vouchers and instructions each year for your annual and quarterly tax payments. This makes paying your taxes a snap.
After we e-file your returns, we’ll send you an email with copies of all your documents that you can store with your personal records.
All Core packages come with 1 monthly email to our staff for financial questions or concerns.
Optional Add-On Services
Weekly Books $15/mo
Need your books done more often than monthly? Add on this service for weekly reconciliations of your business transactions.
Audit Defense $10/mo
Think of this as an insurance policy on your tax returns. With this service we will respond to all tax notices you may receive and represent you in an audit.
Corporation Setup $450
Need to file for a Corporation? We’ll file with your state, register for a new EIN and if you’d like to be an S-Corporation, we’ll take care of the forms necessary to make that election. State fees apply.
Rental Properties $13/mo
If you own rental properties, there are special tax filings that must be done. This add-on is a per month fee for each property that ensures all rental income and expenses are reported accurately.
Accounts Receivable $285/mo
Tired of sending invoices to clients? Our team can take that off your hands. We will prepare all of your invoices and receive payments for you with this add-on feature.
Payroll Custom Quote
Need help with running payroll and filing your returns? We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately. $6 per employee charge applies.
Unlimited Support $60/mo
Let us roll out the red carpet support service! With this add-on you get unlimited emails, phone calls, and meetings with our accounting staff.
Tax Planning $55/mo
By far our most popular add-on offering. With this service, we will help you implement strategies that reduce your tax liability each year.
Quickbooks Online $35/mo
Take advantage of our discounted pricing from QuickBooks. You need this software for bookkeeping so be sure and get it at a better price than you will find anywhere online.
Local Taxes $13/mo
If the city you live or work in requires a separate tax return for local taxes, add this feature to your package. Local taxes can be confusing so we encourage you to let our experts prepare these for you.
Accounts Payable $285/mo
Tired of paying all the bills for the business each month? Our team can take that off your hands. We will receive your invoices, and make all payments for you with this add-on feature.
Additional State Returns $8/mo
All of our core packages come with 1 state return filing. Should you need to file in multiple states, be sure and add this service to your package.