Small Business Package Pricing

We provide year-round services for small businesses and not just for the few short months of tax season. Because our goal is to be your trusted CPA advisor, we offer annual service packages for small businesses that include compliance and advisory services. This will give you complete access to us for twelve months during the year so that we can keep your business compliant and also provide advice in making business decisions. With our annual packages, you’ll only pay a flat monthly fee each month.

Self-Employed Business Package (Schedule C) 

  • Unlimited phone and email access for answering your tax questions all year long.
  • Annual individual tax return preparation (Form 1040) and e-filing, which includes Schedule C.
  • Preparation of a response letter to any IRS or state tax agency notice received.
  • Quarterly reminders for mailing your estimated tax payments.
  • Fourth quarter year-end tax projection and presentation of tax planning strategies to estimate your tax situation so that there will be no surprises at tax time.
  • Tax updates through periodic mailings and newsletters.
  • Preparation of annual 1099 forms for your subcontractors.
  • An annual personal financial review to help you to keep your personal finances on track.

Corporation Business Package (Form 1120 or Form 1120S):

  • Unlimited phone and email access for answering your business, accounting, and tax questions all year long.
  • Annual corporation tax return preparation and e-filing.
  • Annual individual tax return preparation (Form 1040) and e-filing for shareholders.
  • Preparation of a response letter to any IRS or state tax agency notice received.
  • Annual compliance review – we’ll remind you of due dates for annual state registration filing, preparing corporate minutes, etc..
  • Preparation of monthly financial statements (Balance Sheet, Profit & Loss Statement, General Ledger, Journals, and Comparison Reports)
  • Quarterly meetings to assess the financial performance of your business.
  • Sales tax return preparation on a monthly or quarterly basis.
  • Calculation and scheduling of monthly EFTPS payroll tax deposits.
  • Payroll return preparation for all quarterly and annual payroll tax return filings.
  • Preparation of annual 1099 forms for your subcontractors.
  • Fourth quarter year-end tax projection and presentation of tax planning strategies to project your current year tax liability and highlight tax planning opportunities.

We can custom design an annual service package for your small business.  For more information about our annual pricing packages, please call our office today at (727) 391-7373.