Partnership PACKAGES

Affordable options to fit any business size and budget.
Starter
$49/mo
Revenue of
$0 - $50K
Basic
$89/mo
Revenue of
$50 - $125K
Pro
$129/mo
Revenue of
$125 - $250K
Elite
$169/mo
Revenue of
$250 - $400K*
 
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Federal Tax Return

Each year we will prepare and e-file form 1040 which is your personal tax return. All returns are reviewed by a professional and you will always approve everything before we file.
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State Tax Return

Included with every package is one state tax return prepared and filed for you.
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Schedule A

As part of your personal tax return, we will prepare a schedule of all itemized deductions helping you reduce tax liability ensuring we find every deduction possible.
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Electronic Copies

After we e-file your returns, we’ll send you an email with copies of all your documents that you can store with your personal records.
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Corporate Tax Return

As a Partnership, you must file an 1065 each year. Our team will prepare and e-file these for you. All returns are reviewed by a CPA before filing.
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Monthly Bookkeeping

Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each month.
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Tax Vouchers

We’ll send you vouchers and instructions each year for your annual and quarterly tax payments. This makes paying your taxes a snap.
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Communication

All Core packages come with 1 monthly email to our staff for financial questions and concerns.
 
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Financial Review Board Reports

2 times per year our Financial Review Board meets internally to review all aspects of your business from top to bottom to determine if we can make any recommendations to help you and your business. You will receive a summary of what we discuss after each meeting.
 

Weekly Books

$15/mo

Weekly Books

Need your books done more often than monthly? Add on this service for weekly reconciliations of your business transactions.

Unlimited Support

$60/mo

Unlimited Support

Let us roll out the red carpet support service! With this add-on you get unlimited emails, phone calls, and meetings with our accounting staff.

Audit Defense

$10/mo

Audit Defense

Think of this as an insurance policy on your tax returns. With this service we will respond to all tax notices you may receive and represent you in an audit.

Tax Planning

$55/mo

Tax Planning

By far our most popular add-on offering. With this service, we will help you implement strategies that reduce your tax liability each year.
 

Corporation Setup

$450/mo

Corporation Setup

Need to file for a Corporation? We’ll file with your state, register for a new EIN and if you’d like to be an S-Corporation, we’ll take care of the forms necessary to make that election. State fees apply.

CCH Axcess

$25/mo

CCH Axcess

Take advantage of our discounted pricing from CCH Axcess. You need this software for bookkeeping so be sure and get it at a better price than you will find anywhere online.

Rental Properties

$13/mo

Rental Properties

If you own rental properties, there are special tax filings that must be done. This add-on is a per month fee for each property that ensures all rental income and expenses are reported accurately.

Local Taxes

$13/mo

Local Taxes

If the city you live or work in requires a separate tax return for local taxes, add this feature to your package. Local taxes can be confusing so we encourage you to let our experts prepare these for you.
 

Accounts Receivable

$285/mo

Accounts Receivable

Tired of sending invoices to clients? Our team can take that off your hands. We will prepare all of your invoices and receive payments for you with this add-on feature.

Accounts Payable

$285/mo

Accounts Payable

Tired of paying all the bills for the business each month? Our team can take that off your hands. We will receive your invoices, and make all payments for you with this add-on feature.

Payroll

$100/mo

Payroll

Need help with running payroll and filing your returns? We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately. $6 per employee charge applies.

Additional State Returns

$8/mo

Additional State Returns

All of our core packages come with 1 state return filing. Should you need to file in multiple states, be sure and add this service to your package.
We encourage you to visit our FAQ page for a list of common questions about packages, billing, and services