|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||✓||✓||✓||✓|
|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||✓||✓||✓||✓|
|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.|
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.
Beginning in 2014, the Affordable Care Act, also known as Obamacare, imposed what a “share-responsibility payment” on taxpayers who did not sign up for minimum essential health coverage. This payment is essentially a penalty for not being insured.
If you trade cryptocurrencies like Bitcoin you are required to report the transactions for tax purposes.
The IRS wants its cut and you may not know it. Call our office for assistance. Learn more in the video below.
Just a reminder that the due date for 2017 tax returns is April 17, 2018! There is no penalty for filing late if you are receiving a refund. However, it is quite a different story...