SERVICES MENU

Tax Return Package

SILVER

  • Company Newsletter 

  • Federal Return 

  • Annual Estimates with Return 

  • Email Support & Communications ​​​​

  • Document Collection & Storage

Additional Forms Fees May Apply. 

Tax Return Package

GOLD

  • Company Newsletter 

  • Federal Return 

  • Annual Estimates with Return 

  • Phone & Email Support & Communications 

  • Up to 2 VIP Access with an STA or TM 

  • IRS Correspondence/ Notice Response  

  • Document Collection & Storage

  • Off-season Income Tax Projection

  • 3% discount if paid by April 15th

Additional Forms Fees May Apply. 

Tax Return Package

PLATINUM

  • Company Newsletter 

  • Federal Return 

  • Annual Estimates with Tax Return

  • Phone, Email, Text, & Video Conference Support & Communications

  • Up to 5 VIP Access with an STA or TM

  • IRS Correspondence/ Notice Response 

  • Document Collection & Storage

  • 5% discount if paid by April 15th 

  • Off-season Income Tax Projection

  • 4th Quarter Tax Planning Engagement

Additional Forms Fees May Apply. 

Accounting Services Package

BASIC

  • Quarterly Bank & Credit Card Reconciliation 

  • Quarterly Financial Statement Preparation

  • Document Collection & Storage

Accounting Services Package

PREMIUM

  • Monthly Bank & Credit Card Reconciliation 

  • Quarterly Financial Statement Preparation

  • Annual Financial Statement Analysis & CSM Meeting 

  • Annual Compensation Review and Analysis  

  • Annual Advisory Meeting

  • Document Collection & Storage

Accounting Services Package

ELITE

  • Monthly Bank & Credit Card Reconciliation 

  • Quarterly Financial Statement Preparation 

  • Quarterly Financial Statement Analysis & CSM Meeting 

  • Annual Compensation Review & Analysis 

  • Quarterly Advisory Meeting 

  • Budget Process, Preparation, & Review 

  • Annual Board Presentations 

  • Document Collection & Storage

Consulting & Strategic Planning

BASIC

  • Quarterly Meeting with Owner(s)

  • Quarterly Meeting with Senior Leadership 

  • Annual Strategic Analysis 

  • Annual Financial Analysis 

  • Organization and Process Analysis

  • Long Term Strategic Plan

Consulting & Strategic Planning

PREMIUM

  • Monthly Meeting with Owner(s) 

  • Quarterly Meeting with Senior Leadership 

  • Quarterly Strategic Analysis 

  • Annual Financial Analysis 

  • Organization and Process Analysis

  • Staff Assessment & Training 

  • Basic Marketing Planning

  • Short Term & Long Term Strategic Plan

Consulting & Strategic Planning

ELITE

  • Monthly Meetings with Owner(s)

  • Monthly Meeting with Senior Leadership

  • Monthly Strategic Analysis 

  • Quarterly Financial Analysis 

  • Organization and Process Analysis

  • Staff Assessment and Training

  • Comprehensive Marketing Plan

  • Short Term & Long Term Strategic Plan

  • Strategic Planning/Vision Casting (2 day event)

CFO Services

ADD-ONS

  • Live Bill Pay 

  • Live Payroll

  • Data Entry of Checks & Credit Card Transactions 

  • Contribution Records 

  • Annual Close Out 

  • Sales Tax Reporting 

  • Accounts Receivable Management 

(844) 316-6528

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