Overview
Best For: Entrepreneurs and small businesses, particularly one-person firms, new startups, or those with minimal transaction volume seeking to establish a robust financial foundation and relationship with a CPA. Up to $650,000 in annual revenue.
Level Includes
- Main business return (1120, 1120S, or 1065) with federal plus one state
- Individual income tax return for a sole owner
- Estimated tax calculation based on safe harbor method, bank reconciliations (if applicable)
Exclusions and Restrictions
- Exclusions and Restrictions: no foreign ownership or foreign partners, up to two shareholders/partners in a business, no property rental up as a part of business return, up to five fixed assets to be depreciated.
Pricing
| Service Track | Bronze | Silver 1 Service | Gold 2 Services | Platinum 3 Services | Diamond All 4 Services |
|---|---|---|---|---|---|
| Audit Proofing | $2799 to $4399 | $3699 to $5299 | $4599 to $6199 | $5499 to $7099 | $6399 to $7999 |
| Accounting | $2799 to $4399 | Starting from $4400 | Starting from $6500 | Starting from $8900 | Starting from $10900 |
| Analytical | $2799 to $4399 | Starting from $6000 | Starting from $9000 | Starting from $11000 | Starting from $14000 |
| Outsourced CFO | $2799 to $4399 | Custom Quote | Custom Quote | Custom Quote | Custom Quote |
| Heavy Duty | N/A | Starting from $15000 | Starting from $20100 | Starting from $25400 | Starting from $31300 |
| Light Duty | $2799 to $4399 | N/A | N/A | N/A | N/A |
Additional Notes:
Track & Service Listing
Accounting
Efficiently manage your financial records and streamline your bookkeeping tasks with our comprehensive accounting services.
- Books cleanup for up to two years back
- Books transactional review
- Ongoing bookkeeping
- Initial books setup or existing setup review
Analytical
Unlock valuable insights and optimize your financial strategies with our tailored analytical solutions.
- Tax planning for owners, partners, and shareholders
- Tax planning for business entities
- Key Performance Indicator (KPI) analysis and dashboard
- Cash flow planning
Audit Proofing
Shield your business from audits and IRS scrutiny with our meticulous audit-proofing techniques.
- Reasonable salary determination for C and S Corporation shareholders
- Deduction sanity check vs industry averages
- Supporting document tracking app consulting
- Shareholder or partner basis calculation/reconstruction
Outsourced CFO
Access top-tier financial expertise without the overhead costs of a full-time CFO.
- Raising capital
- Sophisticated financial reporting, analysis, and graphs
- Operational optimization, including cost reduction strategies
- Custom report building
- The Bronze tier is exclusive to the Starter Level, offering services on an a-la-carte basis. This option is perfect for businesses looking for targeted financial assistance.
- Silver to Diamond tiers provide progressively comprehensive bundles, accommodating businesses as they grow and their needs evolve.
- Prices may vary based on the review of prior year returns and supporting documents. Each service purchased individually will result in at least a 15% higher cost.
- Exact fees for Custom Quote services under the Outsource CFO track will be provided after a detailed review of your business’s specific requirements.