Welcome

- Enter 50 transactions per month

- Reconcile Accounts: 1 checking, 1 savings

- Quarterly Reports: Profit and Loss, Balance Sheet

- Telephone and Email Support

- Year End Tax Return (Form 1040, Sch C, & One State)

- Enter 100 transactions per month

- Reconcile Accounts: 2 checking, 2 savings, 1 credit card, 1 merchant account

- Quarterly Reports: Profit and Loss, Balance Sheet

- Calculate and file sales tax (if applicable): 1 state

- Telephone and Email Support

- Year End Tax Return (Form 1040, Sch C, & One State)

- Enter 200 transactions per month

- Reconcile Accounts: 3 checking, 3 savings, 2 credit cards, 1 merchant account

- Quarterly Reports: Profit and Loss, Balance Sheet

- Calculate and file sales tax (if applicable): 1 state

- Telephone and Email Support

- Year End Tax Return (Form 1040, Sch C, & One State)

- Enter 400 transactions per month

- Reconcile Accounts: 4 checking, 4 savings, 3 credit cards, 3 merchant accounts

- Quarterly Reports: Profit and Loss, Balance Sheet

- Calculate and file sales tax (if applicable): 1 state

- Telephone and Email Support

- Year End Tax Return (Form 1040, Sch C, & One State)

- Payroll

- 1099 Processing

- Additional Transactions

- Additional Accounts

- Quickbooks Set Up

- Upgrade from Sole Proprietorship to Partnership/S-Corp

- Class/Job Tracking

IRS Form 1040 and state filing requirements. Credit and deduction optimization.

Sole Proprietorships, Partnerships, S-Corporations, and Corporation returns.

IRS Form 990 and state reporting requirements.

Mid year tax planning and strategy meetings. Change in income, sales of an asset, or a change in career can all cause tax implications that a tax planning meeting can help you be more prepared for.

Transaction input, bank reconciliations and quarterly summary reports.

Payroll processing, tax payment deposits, and state and federal reporting requirements.

Company set up or clean up.

Year end filing for 1099-NEC, 1099-MISC, and 1099-INT