Let's see if we're a good fit.
As Your Business Experts We
PREPARE ACCURATE RETURNS
KEEP YOU INFORMED
TAKE THE GUESSWORK OUT
SUPPORT YOU BEYOND TAXES
SIMPLE START BUSINESS SUBSCRIPTION
My business is small, but I don't want to "go it alone."
Get the guidance you need while you are starting out so that you can avoid common pitfalls and missteps that could hurt you later. We will be there to educate you and get you started right. We'll build your Simple Start subscription based on your needs to include:
Starts as low as $175/mo with no onboarding fee.
Price will vary based upon complexity and scope of work.
*Must be subscribed all 12 months of the calendar year to receive the full benefit in the following tax season.
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Getting Started Session
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Mid-Year Consult/Strategy Session
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Email/message support for 1 Additional Tax/Business Question Per Month
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Sales Tax, Excise Tax, & Personal Property Tax Returns
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Annual Newsletter and Special Alerts
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Important Deadline Reminders
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Client Resource Vault
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24/7 Access to a Secure Portal
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Registered Agent/Business Licensing Services
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Beneficial Owner Information (BOI) Reporting
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1099 Reporting*
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Federal & State Tax Preparation with our 'Essentials' level Support and Priority*
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Standard Work Guarantee
Inquire to schedule a discovery session so we can discuss your needs and build out your subscription.
WHAT YOU'RE REALLY GETTING
Hover over the options to see the benefits of working with our team. You must have an active subscription to receive your benefits.
Getting Started Session
We will schedule a session to discuss your business and to educate you on some best practices for business owners. This session will help you get started on the right track.
Mid-Year Consult/Strategy Session
You can schedule one mid-year session to meet for planning and strategizing 05/15 - 10/31. Unscheduled sessions are lost.
One Monthly Tax or Business Question Included
We're happy to answer emailed/messaged questions such as "Is X taxable?", "Do I qualify for X deduction?", "Should I pay off X?", "Should I buy X?", "Should I take a distribution of X?", etc.
Unlimited Best Practices Questions
We're happy to answer emailed/messaged questions such as "Do I need to keep a log of this?", "Does this need to go on a 1099?", "How long do I keep these records?", etc.
Pre-Season Newsletter
Every year just before the start of tax season, we keep you informed by sending you our annual newsletter highlighting the major changes we feel affect our clients most.
Deadline Reminders
Stop worrying about forgetting deadlines. You will get automatic reminders from us for important tax due dates, estimated payment deadlines, and Beneficial Owner Information updates.
Special Alerts
We'll send you special announcements when we find out about sales tax rate changes or income tax changes for businesses to keep you in the know.
Client Resource Vault
You will get access to our Client Resource Vault that contains deduction checklists, useful web links, and how-to-videos for things like making IRS payments.
Secure Online Portal
With the portal you can send/receive documents securely, store tax years, and e-sign tax forms. You can download the app to scan documents to pdf or message with us all on your phone!
Registered Agent/Licensing Services
We can monitor and renew your state business license and your Annual Report (LLC's and Corporations) so you don't have to worry about it.
State Sales Tax/Excise Returns and Personal Property Tax Reports
In most states, businesses pay excise or sales taxes either Annually, Quarterly, or Monthly depending on industry and income. We will prepare the returns for your business.
1099-NEC Preparation for Subcontractors
If you subscribe for the full calendar year, we'll prepare your 1099's the following January. If you started your subscription part way through the year, you'll be charged but at a discounted rate.
If you subscribe for the full calendar year, we'll prepare your 1099's the following January. If you started your subscription part way through the year, you'll be charged but at a discounted rate.
Tax Preparation
If you subscribe for the full calendar year, we'll prepare your Federal/State taxes the following January with our "Essentials" level support and priority. If you started your subscription part way through the year, you'll be charged but at a discounted rate.
Standard Work Guarantee
If we make an error on your return, we will take corrective action free of charge and will pay any related interest and penalties up to the point of discovery and correction.