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  • Tax Season


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Helpful Links

Client Forms

Business Tax Season Preparation Questionnaire

Personal Tax Season Preparation Questionnaire

Tax Season

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  • We work with very closely-held service-based businesses, primarily in the professional services, franchises, consulting, retail and food/beverage areas, to efficiently manage their tax, accounting, payroll, financial processes, and business planning and strategic needs.
  • Our business clients utilize our robust included technology tools to manage their tax and accounting functions, which allows us to efficiently provide assistance and support to them.
  • Our Virtual Back Office (VBO) approach allows us to fully manage the critical but time-consuming aspects of the accounting, tax and payroll functions, allowing the business owner’s time to be used more effectively and giving the business owner more value for their fee dollars.
  • VBO can go further than the core accounting and tax functions. With our constant year-round involvement, we have a firm foundation for efficiently providing higher-level business planning and strategic assistance, and for the business owner to outsource additional financially sensitive business processes to us, such as payroll administration, accounts payable, accounts receivable/invoicing. We are truly part of the team running your business.
  • We have four VBO packages, which are also described in more detail below:
    • Solopreneur – this package is designed for simple situations where a full accounting system is not required. In addition to having all compliance tasks included in this package (as listed below), we work with the client and their other advisors throughout the year on tax planning and strategy.
    • Level I – this package is designed for clients that handle their own accounting in QBO, or have internal accounting staff, and we review the accounting, make necessary corrections, and support the internal accounting function.
    • Level II – this package is our most popular, and involves us handling all accounting functions for the client.
    • Level III – this package involves us handling all accounting for the client, but also includes our assistance in budgeting, forecasting, trend analysis, KPI analysis, and growth planning – in this package we go beyond tax and accounting to truly help the client understand and grow their business.

  Virtual Back Office
  Solopreneur Level I Level II Level III
Accounting & Payroll        
We handle bookkeeping in QBO for you
We review your bookkeeping in QBO 
You have a dedicated team 
          Included Technology:        
          QuickBooks Online (QBO) Plus
          RunPayroll -
          our automated, online payroll system
                  Submission of payroll tax & filings
                  Employee access portal for paystubs & W-2's
                  Payroll tax notice assistance
                  Payroll tax penalty & interest guarantee
                  Remittance of retirement plan contributions
Accounts payable & bill payment Available Available
Cash flow management Available Available
Accounts receivable & invoicing of your customers Available Available
Running payroll & assisting your employees with payroll issues Available Available
Business tax return preparation & e-filing
Personal tax return preparation & e-filing
Preparation and mailing of 1099s to your vendors
Preparation of LLC or coporate annual report with SOS
Preparation of county property tax listing
Assistance with any IRS notices & correspondence
Audit protection
Esitmated payment & W-2 withholding management
Preparation of sales & use tax returns Available Available Available Available
Planning & Coaching        
Monthly financial statements available via QBO
Tax projection & discussion with you and your other advisors 2 per year 2 per year 2 per year 2 per year
Retirement plan selection & coordination with your financial advisor
Business or personal tax advice during the year Unlimited Unlimited Unlimited Unlimited
Software & technology advice and vetting
Dashboard development, KPI analysis, & growth planning with Fathom.
Straight-forward pricing, based on your business, starting at: $225/mo. $300/mo. $400/mo. $550/mo.

Virtual Back Office

Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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