SERVICES MENU

Tax Return Package

SILVER

• Company Newsletter 

• Federal Return 

• Annual Estimates with Return 

• Email Support & Communications ​​​​

• Document Collection & Storage

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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

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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

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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)