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Controller Services

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Basic

  • Quarterly Review of Bookkeeping
  • QB Online Account
  • Year End Tax Planning
  • Business Tax Return
  • Personal Tax Return ($500 per additional return)
  • Unlimited Support

Standard

  • Quarterly Bookkeeping
  • QB Online Account
  • Quarterly Tax Planning
  • Business Tax Return
  • Personal Tax Return ($500 per additional return)
  • Unlimited Support
  • Quarterly Financial Statements & Analysis
  • Personal Property Return
  • 1099's (>10 is $50 per additional 10)

Premium

  • Monthly Bookkeeping
  • QB Online Account
  • Quarterly Tax Planning
  • Business Tax Return
  • Personal Tax Return ($500 per additional return)
  • Unlimited Support
  • Monthly Financial Statements & Analysis
  • Personal Property Return
  • 1099's (>20 is $50 per additional 10)

Average Monthly
Transactions
Basic Standard Premium
0-50 $ 375/mo. $ 625/mo. $ 700/mo.
51-100 $ 425/mo. $ 750/mo. $ 850/mo.
101-150 $ 475/mo. $ 875/mo. $ 1,000/mo.
151-200 $ 525/mo. $ 1,000/mo. $ 1,250/mo.
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Any additional work outside of the scope of the above work will be billed at an hourly rate of the staff assigned to the job.


Quarterly Review of Bookkeeping: We review the bookkeeping completed by you to see if any adjustments should be made.

Business Tax Return: Our team will prepare & file both your federal & state business tax returns.

Personal Tax Return: Our team will prepare & file both your federal & state personal tax returns.

Monthly or Weekly Bookkeeping: Our team will handle regular bookkeeping so your books are accurate and up to date.

Financial Statements: Our team will prepare financial statements for your business so you can see how your business is growing and to assist in planning.

Tax Planning: We will analyze your specific scenario and help implement strategies to lower your tax liability each & every year.

Estimated Quarterly Tax Calculation: We will handle calculating your quarterly estimated taxes.

QB Online Account: You will need a cloud bookkeeping software for our services & we are experts in QuickBooks Online.

Support: Building long-term relationships with clients is our goal and we accomplish this by providing unlimited support.

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Audits & Reviews

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Tax Preparation

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Advisory Services

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