Maximizing tax strategy is an ongoing process, and we offer subscription-based accounting, bookkeeping, tax planning and advisory membership services to work with you on a continuing basis. This approach allows you to choose the customized level and access that you or your business needs.
✓ Tax preparation (excluding schedules B, C, D, E, F, H and SE)
*Add-ons available
✓ Tax Preparation (including schedules 1, 2, 3, A, B, C, D, E, F, H and SE)
✓ Pay estimated tax payments
✓ Tax notice response for individual
✓ Support meetings with dedicated expert
*Add-ons available
✓ Tax Preparation (including schedules 1, 2, 3, A, B, C, D, E, F, H and SE)
✓ Annual tax planning
✓ Pay estimated tax payments
✓ Tax notice response for individual
✓ Ongoing tax support
✓ Support meetings with dedicated expert
*Add-ons available
✓ A dedicated account manager
✓ Standardized tech-stack
✓ Bookkeeping services
✓ Cash management services
✓ Integrations, reporting and cash flow statements
✓ Strategic financial planning and scenario modeling
*Add-ons available
✓ A dedicated account manager
✓ Standardized tech-stack and billing automation
✓ Advanced level of bookkeeping services
✓ Cash management services
✓ Integrations, reporting and cash flow statements
✓ Strategic financial planning and scenario modeling
✓ W2 and 1099 filing
✓ Spend management
✓ Full month-end close management
*Add-ons available
✓ A dedicated account manager and monthly
strategic finance meetings
✓ Standardized tech-stack and billing automation
✓ Advanced level of bookkeeping services
✓ Cash management services
✓ Digital A/R Management
✓Integrations, reporting and cash flow statements
✓ Strategic financial planning and scenario modeling
✓ Customized financial and operational
✓ KPI tracking
✓ W2 and 1099 filing
✓ Spend management
✓ Full month-end close management
*Add-ons available
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