|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||—||✓||✓|
|Assistance with any IRS notices & correspondence||—||✓||✓|
|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||—||✓||✓|
|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|
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...