image

$350/month

the Travel Trailer

Tax preparation: Sch C, S Corp or Partnership Return + 1 Personal Return
Tax Planning: Quarterly updates to tax plan
Email Support: 48 hour turnaround time
Reconcile Bank & Credit Card Accounts Monthly
AP & AR Processing: Categorize all income & expenses properly
Schedule Appointment
image

$500/month

the Class B

Tax preparation: S Corp or Partnership Return + 1 Personal Return
Tax Planning: Quarterly updates to tax plan
Email Support: 48 hour turnaround time
Reconcile Bank & Credit Card Accounts Monthly
AP & AR Processing: Categorize all income & expenses properly
QuickBooks Online Subscription discount, if needed
Payroll: Manage and run using Gusto
File W-2, 1099 and all payroll forms
Quarterly Reports: Income/Expense, Balance Sheet, others as needed
Phone or Zoom Meeting: Must be scheduled ahead of time – 1 hour/Quarter
Schedule Appointment
image

$750/month

the Class A

Tax preparation: S Corp or Partnership Return + 1 Personal Return
Tax Planning: Quarterly updates to tax plan
Email Support: 24 hour turnaround time
Reconcile Bank & Credit Card Accounts Monthly
AP & AR Processing: Categorize all income & expenses properly
Includes QuickBooks Online Subscription, if needed
Payroll: Manage and run using Gusto
File W-2, 1099 and all payroll forms
Gusto subscription included, if needed
Monthly Reports: Income/Expense, Balance Sheet, others as needed
Phone or Zoom Meeting: Must be scheduled ahead of time – 1 hour/Month
Schedule Appointment

Only need an hour of consulting?

I also offer pay as you go!

Consulting Services available at $125/hour

Be in touch