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Business Tax Season Preparation Questionnaire

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Helping you navigate your tax and financial life.


  • We work with very closely-held service-based businesses, primarily in the professional services, 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 technology platform 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.
  • 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.
  • Pricing for our Core plan is based on the type of business, size of business, and number of owners, and tax returns start at $800 for a single-shareholder corporate return, or a two-member simple partnership, and work outside of tax return preparation is handled at standard hourly rates. Our straight-forward VBO monthly pricing is based on the size and complexity of your business.

    Virtual Back Office
  Core Level I Level II
Accounting & Payroll      
QuickBooks Online (QBO) Plus subscription Discounted at $25/mo.
Full-service, monthly bookkeeping in QBO
Dedicated team member
Accounts payable & bill payment Available Available
Cash flow management Available Available
Accounts receivable & invoicing of your customers Available Available
Total payroll management Available Available
RunPayroll - our automated, online payroll system $69 - $99/mo.
Submission of payroll tax & filings Included with RunPayroll
Employee access portal for paystubs & W-2s Included with RunPayroll
Payroll tax notice assistance Included with RunPayroll
Payroll tax penalty & interest guarantee Included with RunPayroll
Remittance of retirement plan contributions
Business tax return preparation & fiilng
30-minute annual tax planning call
Preparation and mailing of 1099s to your vendors
Preparation of county property tax listing
Audit Protection Available 
Preparation of sales & use tax returns Available Available
Personal tax return preparation package included Planning Package Management Package
Estimated payment & W-2 withholding management
Planning & Coaching      
Monthly financial statements available via QBO
Tax projection & planning session 1 per year 2 per year
Quick 15-minute calls or emails throughout year 2 Unlimited Unlimited
Software & technology advice and selection assistance
Budgeting Available Available
Forecasting Available Available
Dashboard development, KPI analysis & growth planning with Fathom or LivePlan.
Straight forward pricing, based on your business, starting at: $800/year for business tax return $400/mo. for Level I $500/mo. for Level II

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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