Our Packages

What level of Success Service is best for you?

$575/mo

$885/mo

$1,995/mo

ESSENTIALS SUCCESS SERVICE

Essentials

Pro

Premium

Business tax return (Fed and 1 state)

Individual tax return (Fed and 1 state)

Monthly Bookkeeping - Record, reconcile and review

Access to financial statements (QuickBooks online)

Payroll Services - ADP Partner Payroll (if applicable)

Monitor due dates and compliance

Secure digital tax data management

Monthly newsletter subscription

QuickBooks Online subscription (if applicable

Response Time (2 Business Days)

Reasonable QuickBooks online bookkeeping support

PRO SUCCESS SERVICE: all of the above plus these

Year-end tax projection - Basic (coordinated with client)

Preparation and filing of year-end form 1099 - Based on client provided complete information

CA Sales tax returns preparation and filing (if applicable)

CA SOS Statement of information filing (filing fees included)

CA Prepare and file Business Tangible Property Tax Rendition 571L (if applicable)

IRS/State Income Tax notice assistance (Audits not included - See Add on)

Post-preparation income tax return results review

Response Time (1 Business Day)

Limited team support - short-duration emails, phone calls, & questions (excluding special research/planning)

PREMIUM SUCCESS SERVICE: all of the above plus these

Monthly management meetings (up to 60 minutes each)

Year end individual tax planning & analysis - Basic (excluding advanced tax planning)

Interim & year end analysis of reasonable officer salary, withholding, estimated tax

IRS/State Income Tax audit assistance (Protection Plus)

Add On

Add On

Professional preparation of financial statements on a monthly, quarterly, or annual basis

Current vs prior year comparison & analysis

Annual corporate compliance (minutes)

Year-round reminders, guidance, advice, & recommendations

Unlimited team support - short duration emails, phone calls, & questions (excluding special research/planning)

Dedicated team priority support

Response Time (Same Day)

Cloud Accounting value-added services:

Monitoring of actuals to budget

Auto Reports

Dashboards

Identify and monitor relevant KPI's

Get in touch

5101 E La Palma Ave. Ste 104
Anaheim, California 92807
Let us take your tax and accounting needs off your hands today.
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