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 $1000/mo
12 month commitment
Price will vary based upon complexity and scope of work.
*ONE TIME ON-BOARDING FEE $1000-$2500
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Personal and Business Tax Preparation - Federal and State - with Premium Level Tax Support.
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High Priority Call/Email Support
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Review of Prior Year Business Taxes
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Sales Tax, Excise Tax, & Personal Property Tax Returns
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Annual Newsletter and Special Alerts to Inform You of Important Tax Changes
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Deadline Reminders
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Client Resource Vault
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24/7 Access to a Secure Portal
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Getting Started Session
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Five Check-Up and Strategy Sessions
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Unlimited Tax/Business Questions
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Registered Agent/Business Licensing Services
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Bookkeeping or Review Services if Needed
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Payroll and 1099 Services if Needed
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Annual Salary Study for Corporate Shareholders
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Other Back-End Office Services if Needed
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Standard Work Guarantee
Your business has grown to the point where you need high level support and frequent consultations so you can keep your thumb on the pulse of it. It will be our priority to educate and advise you as often as needed. We'll build your Thrive business package based on your needs to include:
Package can be upgraded at any time if your business needs change.
Apply to schedule a discovery session so we can discuss your needs and build out your package.
WHAT YOU'RE REALLY GETTING
Hover over the options to see the benefits of working with our team.
High Priority Call/Email Support
This package comes with white glove support. Your calls and emails will be considered top priority in our queue over other client calls and emails during business hours.
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 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.
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.
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!
Getting Started Session
During this session, we will learn all about you and your business. We'll collect information to set up your account, have you sign tax agency authorizations, and advise on current best practices.
Five Check-Up and Strategy Sessions
Schedule 5 sessions to meet as needed during your 12 month contract to discuss your tax situation and basic to premium tax strategies that may help you. Unused sessions are lost.
Unlimited Additional Tax or Business Questions
We are happy to answer pressing 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 and 1099 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.
Other Back-End Office Services
Are there other back-end tasks you want off your plate like maintaining employee records, creating forms and checklists, or completing applications and non-government forms? Let's talk.
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.