Complete tax and accounting solution for businesses — pay bills, record deposits, reconcile accounts, produce W-2s and 1099s, prepare tax returns, furnish financial statements, and plan for the future.
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Tax |
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| Business Tax Preparation | ✔ | ✔ | ✔ |
| Individual Tax Preparation (Form 1040, one owner) | ✔ | ✔ | ✔ |
| Section 199A QBI Tax Optimization | ✔ | ✔ | ✔ |
| Estimated Tax Payments | ✔ | ✔ | ✔ |
| Stategic Tax Planning Projections | ✔ | ✔ | ✔ |
| S-Corp Reasonable Salary Calculation | ✔ | ✔ | ✔ |
Accounting |
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| QuickBooks Online Subscription | ✔ | ✔ | ✔ |
| Bookkeeping Review | ✔ | ✔ | ✔ |
Monthly Reconciliation
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✔ | ✔ | |
| Sales Tax Reporting | ✔ | ✔ | |
| Quarterly Financial Statements | ✔ | ✔ | |
| Monthly Financial Statements | ✔ | ||
Payroll |
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Coordinate with Outsources Payroll Provider
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✔ | ✔ | ✔ |
Bill Pay |
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Bill Pay
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✔ | ||
Communication |
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| Phone and Email | ✔ | ✔ | ✔ |
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Platinum |