Small Business

Are you a small business owner with fewer than 10 employees in need of full service tax and accounting? This is our more popular tier of services and enables small business owners to take their firm to the next level by outsourcing recurring accounting and tax needs. With our Small Business service package we will manage your ongoing payroll processing and filings, bookkeeping, business income tax filings, individual tax prep and planning, and annual compliance needs.

Tax Services:

  • Tax Preparation
  • Individual Income Tax Filing
    • We help meet your annual tax obligations by preparing and electronically filing Individual Tax Returns, including self-employed business tax prep on Form Schedule C for federal and state filings.
  • Business Income Tax Filing
    • We help meet your annual business (corporate or partnership) tax obligations by preparing and electronically filing your business Tax Returns.
  • Tax Projection and Wage Planning
    • Includes an hour hour-long meeting with a CPA to discuss projected tax liability, tax savings strategies, tax management- and an annual wage plan for S Corporation business owners; along with any other tax-related questions you may have

Annual Compliance:

  • 1099
    • Gather W9s from vendors throughout the year, prepare, e-file, and mail annual 1099 forms
  • Sales Tax
    • We assist with on-going Sales Tax Compliance, including, data review and validation, return preparation and review as well as electronic filing and payment remittance.
  • Annual Report
  • Personal Property Declaration

Bookkeeping Services:

Effortlessly manage your finances with our complete bookkeeping services, covering ledger activity, monthly reconciliations (up to 200 transactions), and seamless data feed maintenance. Benefit from personalized client communication, including a dedicated contact, regular updates, and monthly meetings for bookkeeping reviews and Q&A

Add ons available:

  • AP Management
  • AR Management
  • Job Costing

Payroll Services: (up to 10 Employees)

We ensure seamless US payroll management with bi-weekly processing for up to 10 employees, utilizing payroll software and offering direct deposit. Our services include tracking benefits, calculating federal and state payroll taxes, and handling quarterly and year-end reports such as 940, 941, and W-2/W-3 forms for easy online access.

Onboarding Services:

For pricing, CLICK HERE