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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

SURGE BUSINESS SUBSCRIPTION

My business sees steady increases and I need more access to my advisor.

Well established businesses with annually increasing profits face increasingly complex payroll and accounting issues.  They also have more opportunities to strategize for optimizing tax savings and building personal wealth.  More frequent meetings with your advisor makes it easier to identify these opportunities.  We'll build your Surge subscription based on your needs to include:

Starts as low as $800/mo
Up to $1000 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.

  • Getting Started Session

  • Quarterly Consult/Strategy Sessions

  • Email/message support for 2 Additional Tax/Business Question Per Month

  • Access for you and your core support staff to our new Facebook group

  • Access to our monthly group Zoom call & playbacks

  • Sales Tax, Excise Tax, & Personal Property Tax Returns

  • Annual Shareholder Salary Study for Corporations

  • Annual Newsletter and Special Alerts

  • Important Deadline Reminders

  • Client Resource Vault

  • 24/7 Access to a Secure Portal

  • Registered Agent/Business Licensing Services

  • Beneficial Owner Information (BOI) Reporting

  • 1099 Reporting*

  • Federal & State Tax Preparation with our 'Deluxe' level Support and Priority*

  • Bookkeeping or Review Services if needed

  • Payroll or Review Services if needed

  • Other Business Compliance issues if needed

  • 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, review your current business practices, and make suggestions for improvement.  This session will help you get started on the right track.

Prior Year Business Tax Review

We will review your prior year business taxes to make sure everything appears correct and to see if any deductions, credits or potential strategies were missed.

Quarterly Consult/Strategy Sessions

You can schedule one session to meet for planning and strategizing 05/15 - 06/15, a second one 08/15 - 9/15, and an end of year session 11/15 - 12/15.  Unscheduled sessions are lost.

Two Monthly Tax or Business Questions 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. 

Access to Our New Facebook Group

You and your core support staff will have access to our new Facebook group to ask us tax and business questions  and bounce ideas off of other business owners like you.

Access to Our Monthly Group Zoom Call

You will have access to our new monthly group Zoom call to ask us questions, discuss ideas your are interested in, or learn tidbits about Hot Topics or tax strategies.

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, payroll tax 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.

Annual Reasonable Compensation Study

Corporate Shareholders performing services for their company must pay themselves a salary.  Audit-proof your taxes and payroll by making sure you are not paying too much or too little.

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 "Deluxe" level support and priority.  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.

Entity Owners' Tax Preparation

If your subscribing for a partnership or corporation, we can customize your package to include preparing the partners'/shareholders'/board members' personal Federal/State taxes the following January with our "Essentials" level support and priority. 

Bookkeeping or Review Services

We can do your monthly bookkeeping for you.  If you or an employee are doing your data entry for your books, we can review your books and do reconciliations instead. 

Payroll or Review Services

We will help you develop payroll policies.  We'll process payroll and reports for you and your employees.  If you do your own payroll, we can monitor/review it for accuracy.

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.

Ready to get started?

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