Easy To Understand Prices
No surprise billings! We determine what package of services meets your needs. We determine your complexity and transaction volume. We agree on a fixed fee for one year at time. I am so confident that you will find my fees fair that you can fire me at any time and owe me nothing.
“Starter” Service
Designed for new businesses, just getting their feet wet. I’ll prepare your personal tax return, with special attention to your Schedule C and any additional business or rental property returns.
Proactive tax strategies. Tax strategies that most accountants miss to minimize your taxes. (This alone will pay for our service!) You’ll sleep well knowing I have done everything to prevent an audit. And you’ll have access to a trusted business advisor to answer pressing financial questions.
Personal Tax Preparation. Federal, state, and local personal tax returns.
Unlimited Phone & E-mail Consultations. Unlimited number of phone consultations to address breaking issues and opportunities throughout the year.
“Move-up” Maintenance Package
Designed for more experienced businesses who realize they need year-round help to maximize their income and minimize their taxes. You get these ongoing services:
All the services in the “Starter” Service package plus
Business Tax Preparation. (proprietorship, partnership, or corporation).
Tax Alerts. Weekly email alerts and monthly newsletter with timely tips for making the most of your money.
Due Date Monitoring. Due Date Monitoring service to ensure you never miss an important tax deadline again.
Year-End Tax Review. Year-end “sit down” meeting to review your tax picture. Updates on with everything you need to know about deductions you can take, anticipating tax roadblocks and opportunities, avoiding IRS audits, and maintaining your personal tax plan based on your changing personal circumstances.
Year-End Bookkeeping Reconciliation. So you know your books are clean and up-to-date.
“Executive” Maintenance Package
Created for successful teams and corporations looking for help with business books and records. You’ll enjoy these ongoing services:
All the services in the “Move Up” Maintenance package plus
Line by Line Bookkeeping. I’ll maintain your business books throughout the year and deliver quarterly profit & loss statements. We’ll also meet quarterly so you always know where you stand relative to your goals. Forget spending endless hours of paperwork drudgery. Each month, you’ll get a prepaid envelope called the “Z file.” Simply drop your receipts, bank and credit/debit card statements in the “Z file,” and drop the “Z file” in the mail. It couldn’t be easier!
Payroll Processing. Where needed, I’ll prepare payroll filings for yourself and your employees. Never worry about missing a deadline again!
One-on-One Financial Review. Your year-end sit-down also includes a comprehensive personal financial statement review. Together, we’ll walk step-by-step through your financial statements. I’ll show you what the numbers mean, and how you can use them to make smarter business decisions.
Quarterly Key Performance Indicators Report This report brings focus to your key performance indicators to increase profitability and to control costs.
Annual Financial Statement A financial statement which includes a Statement of Revenue & Expenses and a Statement of Assets, Liabilities and Equity.
Industry Benchmarking Review. I’ll show you how your “numbers” compare to your industry peers. Are you spending more than you should in any area? I’ll tell you if you are and help you control any out-of-control expenses.