Accounting and Technical Services
Monthly Financial Review
Financial Review Meeting, Consultations and Guidance, Bank and Credit Card Reconciliations, Training of Staff, Sales Tax Return Preparation, Payroll Review and Posting (for payroll processing partner see Everee.com for pricing). Also includes 1099 filing, General Ledger Prep for Tax Season, Consulting CFO services as needed.
Bank reconciliation, Sales Tax preparation, Monthly Financial Package, Management meeting, Annual filing of 1099, Budgeting, Forecasting assistance.
CFO consulting as needed when financing needs, exit strategy, equity financing, and other questions arise
Cost: Starts at $350.00 per month
Taxes have never been so easy
Tax Preparation, Consulting and IRS Audit Program
1) TAX PREPARATION, CONSULTING AND IRS AUDIT PROGRAM
Business Basic Service
Services included in the program:
Unlimited tax consulting appointments with your tax professional throughout the year (normally $125 per hour).
Unlimited phone calls to tax professionals for Q&A.
Review of any IRS letter addressed to you or your business.
IRS letter response for any IRS letter received by you or your business.
IRS letter audit support, which includes consultations, strategy sessions, IRS response format and IRS response documentation.
IRS interaction (power of attorney) on behalf of you or your business.
Cost: $19.95 per month (auto billed)
2) TAX RETURN PREPARATION
Personal Tax Return – Form 1040
The following cost includes both the IRS tax return and a state tax return (where required).
Price: $499, which includes e-filing ($39 value), for income under $250,000 ($599 if over $250,000).
Schedules and Forms included in Personal Tax Return:
W2.
Schedule A.
Schedule D.
One Schedule C, including all supporting schedules– additions Schedules C’s at an additional cost.
One Schedule E, including all supporting schedules– additions Schedules C’s at an additional cost.
Earned Income Credit calculation.
Section 199A: Qualified Income Business Deduction.
All state forms and schedules.
Additional Add-on Services available upon request.
Business Tax Return: Forms 1065, 1120S & 1120
The following cost includes both the IRS tax return and a state tax return (where required).
Price for Schedules and Forms included in Business Tax Return: $599, which includes e-filing ($39 value), for income under $250,000 ($699 if over $250,000).
Services included:
Completion of business tax primary forms.
10 depreciable or amortizable assets included/
One Form 8825: Rental Real Estate Income and Expenses. Additional Form 8825’s available at additional cost.
Two Schedule K1-‘s.
Form 4562 Depreciation and Amortization.
Required statements and worksheets.
Form Name & Amount
(Each form is federal)
3115 - $200.00
Sch M (5471) - $50.00
W-2G - $20.00
Sch E (1040) - $100.00
Sch E (Duplicate) - $100.00
W-2 Federal $20.00 6765 - $300.00
Schedule D 1250 Gain & 28 Percent Gain Wkst - $100.00
Vehicle Depreciation Wkst - $50.00
1042- S - $100.00
4562 - $100.00
4797 - $100.00
Sch C Simplifed Method Wkst - $100.00
Sch C (1040) - $250.00
Sch A Charitable Contribution Wkst - $20.00
Sale of Residence Wkst - $100.00
Partnership Basis Limitation Wkst (1065) - $600.00
Vehicle Expenses Worksheet - $20.00
911 - $100.00
1040 Late Penalty Wkst - $10.00
Sch A Medical Expense Wkst - $20.00
1040 Federal $250.00 Sch B (1040) - $20.00
1045 Federal $100.00 Sch D (1040) - $50.00
1040-V - $10.00
Sch D Capital Loss Carryover Wkst - $50.00
Sch A (1040) - $50.00
1040-ES - $100.00
1098-T - $20.00
1040-ES Wkst - $10.00
1040 Lumpsum SS & RR Wkst - $10.00
SS4 - $50.00
Sch M-3 (1065) - $50.00
Sch K-2 (1065) - $50.00
1065X - $300.00
Sch K-1 (1065) - $50.00
1065 - $650.00
SS4 - $50.00
2220 - $20.00
1120 - $750.00
1120-S - $750.00
SS4 - $50.00
2220 - $20.00
SS4 - $50.00
1041-V - $50.00
1041-T - $200.00
1041-ES - $200.00
1041 - $600.00
Additional Services - Available Upon Request
BUSINESS ADVISEMENT
We bring big company tools to small and mid size companies who are ready to grow and succeed. We are technical advisors with experience in pricing models, continuous improvement (Lean & Six Sigma), mergers, and acquisitions on any scale.
Exit strategy
We have worked through multiple large transactions, and are familiar with the process to help you maximize your value in a sale or purchase. We are familiar with valuation models for both new and mature companies in industries like manufacturing, financial tech, software, franchises, and real estate. Let us be your strategic partner in all aspects of the planning process.
Technology is our strong suit
We are experts in Quickbooks and conversions to much larger ERP systems. Business Intelligence and Data Science is second nature to our consulting firm. We can recommend Robotic Process Automation (RPA) solutions that are affordable or take a more traditional approach to automating and improving your processes.
BUSINESS STRATEGY
The business marketplace is an expansive frontier that requires advice from experts who are well-versed in strategic planning to navigate. Agile CFO gives you an holistic approach, so your company can get the best competitive advantage. We will help you build models and plans that will help you plan and finance your operations.
TAX SERVICES
We can help you minimize taxes by working with your legal advisor and other advisors to set-up your entities correctly. The world of business tax can be an intimidating one. With our help, you can avoid making excessive tax payments and delay those payments for as long as possible.
PERSONAL FINANCIAL CONSULTATION
Do you sometimes feel like you missed the most important part of that high school economics class? Don't worry, you're not alone. The world can be a cruel place to those with even a better-than-average financial understanding. Fear not. We are here to help.