Annual Contract Model

One price tailored just for you and your businesses.

This annual contract comes with the highest level of personalized accounting services specifically designed for you and all of your businesses. This contract encompasses everything by providing tailored solutions dedicated for just you. The annual fee will be provided after the completion of the onboarding process and generating the proposal.

Services Include:

  • Tax Return Preparation (Individual)

  • Tax Return Preparation (Business)

  • Amendments

  • Sales & Excise Tax Returns

  • Bookkeeping (QuickBooks)

  • Payroll Management

  • Business Formations

  • Business Terminations

  • Legal Business Compliance

  • Business Reports (All 50 States)

  • BOIR - Beneficial Ownership Information Report

  • Tax Projections

  • Tax Resolution

  • Audit Defense

  • Consultations (Emails, Text Messaging, Phone Calls, Virtual, and In-Person Meetings)

  • Other Tax-Related Services Upon Request

Please request a proposal to generate your annual contract pricing based on your tax situation. Minimum Starting Price: $5,000 per year.