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.
✓ 1040, U.S. Individual Income Tax Return (Including the following schedules)
• Schedule 1–Additional Income and
Adjustments to Income
• Schedule 2–Additional Taxes
• Schedule 3–Additional Payments
and Credits
• Schedule A—Itemized Deductions
• Schedule EIC—Earned Income
Credit
• Schedule R—Credit for the Elderly
or the Disabled
✓ Tax notice response for individual
✓ $1 Million Tax Audit Defense
✓ Identity Theft Restoration
✓ $2,500 Return Guarantee (for a legitimate error caused by us)
Disclaimer- Membership includes current year tax filings only. Previous year filings or amended returns will incur an additional fee.
*Add-ons available
✓ 1040, U.S. Individual Income Tax Return (Including the following schedules)
• Schedule 1–Additional Income and
Adjustments to Income
• Schedule 2–Additional Taxes
• Schedule 3–Additional Payments
and Credits
• Schedule A—Itemized Deductions
• Schedule B—Interest and Ordinary
Dividends
• Schedule D—Capital Gains and
Losses
• Schedule E—Supplemental Income
and Loss
• Schedule EIC—Earned Income
Credit
• Schedule F—Profit or Loss From
Farming
• Schedule J—Income Averaging for
Farmers and Fishermen
• Schedule H—Household
Employment Taxes
• Schedule R—Credit for the Elderly
or the Disabled
✓ 1065, U.S. Return of Partnership Income
✓ 1120-S, U.S. Income Tax Return for an S Corporation
✓ $1 Million Tax Audit Defense
✓ Identity Theft Restoration
✓ $2,500 Return Guarantee (for a legitimate error caused by us)
Disclaimer- Membership includes current year tax filings only. Previous year filings or amended returns will incur an additional fee.
*Add-ons available
✓ 1040, U.S. Individual Income Tax Return (Including the following schedules)
• Schedule 1–Additional Income and
Adjustments to Income
• Schedule 2–Additional Taxes
• Schedule 3–Additional Payments
and Credits
• Schedule A—Itemized Deductions
• Schedule B—Interest and Ordinary
Dividends
• Schedule D—Capital Gains and
Losses
• Schedule E—Supplemental Income
and Loss
• Schedule EIC—Earned Income
Credit
• Schedule F—Profit or Loss From
Farming
• Schedule J—Income Averaging for
Farmers and Fishermen
• Schedule H—Household
Employment Taxes
• Schedule R—Credit for the Elderly
or the Disabled
✓ 1065, U.S. Return of Partnership Income
✓ 1120-S, U.S. Income Tax Return for an S Corporation
✓ 1120, U.S. Corporation Income Tax Return
✓ $1 Million Tax Audit Defense
✓ Identity Theft Restoration
✓ $2,500 Return Guarantee (for a legitimate error caused by us)
Disclaimer- Membership includes current year tax filings only. Previous year filings or amended returns will incur an additional fee.
*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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