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

THRIVE BUSINESS PACKAGE

My business is steadily busy and I need help with all of my accounting needs.

Starts at $850/mo
12 month commitment

Price will vary based upon complexity and scope of work.

*ONE TIME ONBOARDING FEE $1000-$2500

  • Personal and Business Tax Preparation - Federal and State - with One-on-One Review Session

  • Prior Year and Next Year Comparison Summary Reports to See Differences

  • State Sales and Excise Tax Returns

  • Pre-Season Newsletter to Inform You of Important Annual Changes

  • Deadline Reminders and Special Alerts

  • Client Resource Vault

  • 24/7 Access to a Secure Portal

  • Onboarding Session

  • Six Check-Up and Strategy Sessions

  • 10 Email Consultations for Tax Questions

  • Registered Agent/Business Licensing Services

  • Bookkeeping or Review Services

  • Payroll and 1099 Services

  • Annual Salary Study for corporate shareholders

  • Standard Returns for All Dependents

  • Amendments Included During Calendar Year

  • Will Review and Respond to First 3 IRS Notices Received

  • Third Party Verification Letters

  • Standard Work Guarantee

WHAT YOU'RE REALLY GETTING

Hover over the options to see the benefits of working with our team.
Tax Preparation

Your tax returns will be prepared accurately and we review them with you and answer any questions you have.  We want you to understand what you are signing.

Prior Year & Next Year Comparison Summaries

We think the best way to understand changes to your taxes is to compare them to the prior year and to see what's coming next year under the laws as we know them. (excludes nonprofit filers)

State Sales and Excise Returns

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.

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 & Special Alerts

You will get automatic reminders from us for important tax due dates and estimated payment deadlines.  You'll also be alerted to income tax, payroll tax, and sales tax changes.

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!

Onboarding Session

During this session, we will learn all about you and your business.  We'll collect information needed to set up your account and we'll have you sign tax agency authorizations.

Six Check-Up and Strategy Sessions

Schedule 3 sessions to meet in June, September, and December plus 3 more as needed to discuss your tax situation and look at basic to premium tax strategies that may help you.

Ten Email Consultations

Use your email consultations for pressing tax 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. 

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.

Bookkeeping or Review Services

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

Payroll Services

We will help you develop payroll policies.  We'll process payroll for you and your employees.  We will also prepare quarterly payroll tax reports and annual W-2's and 1099's.

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.

Standard Returns Filed for All Dependents

Dependents often file incorrectly, causing delays in their parents' returns.  We'll file tax returns for all of your dependents regardless of the complexity of their information. 

Amendments Included As Needed

If you make a mistake or receive a document after you've filed, you won't have to worry.  This package includes amendments on current or prior year returns up until December 31st.

Response to Three IRS Notices

The IRS sends out millions of notices each year.  If you receive one, don't worry.  We will read and craft written responses to the first three notices you receive during the calendar year.

Third Party Verification Letters

It is standard practice for lenders to request third party verification letters before approving loans.  We will craft these letters verifying information known to us regarding your taxes.

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.

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