Tiered Subscription Service Packages

  • 1) Start-Up Entity Formation

    Price - $0 + Filing and Registration Fees Required

    • Guidance on tax efficient entity type and structure

    • Verified Entity Name

    • Dedicated CPA with same say phone/email correspondence

    • Formation and registration documents (Federal and State)

    • EIN Filing with IRS

    • EFTPS Filing with IRS

  • 2) Business Partner

    Price - Starting at $500 per Quarter

    • Dedicated CPA with same day phone/email correspondence (total hours per quarter vary with pricing)

    • Review of financials and reconciliations

    • 1-Hour Quarterly Consulting and Tax Planning Call

  • 3) Full Service CPA

    Price - Starting at $500 per month

    • Dedicated CPA with same day phone/email correspondence

    • Full-Service Bookkeeping and monthly reconciliations

    • Month-end close of books within agreed upon time frame

    • Quarterly Financial Reporting Results Slide Deck

    • 1-Hour Quarterly Consulting and Tax Planning Call

    • Preparation and filing of all required Monthly, Quarterly and Annual Federal and State Tax Filings

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