Monthly bookkeeping (up to 2 bank/credit accounts)
Personal & business tax preparation (Schedule C or Single-Member LLC)
Quarterly financial reports
Annual state business report filing
1099 contractor tracking for up to 3 contractor
Email support
One quarterly tax strategy session (60 minutes)
Monthly bookkeeping (up to 3 accounts)
Business & personal tax preparation (LLC / S-Corp)
Quarterly federal & state tax filing
Annual state report & compliance filings
1099 filings for up to 5 contractors
Payroll setup & support (up to 3 employees/contractors
Monthly financial reports
One quarterly strategy session (60 minutes)
Priority email & phone support
Client-Managed Payroll Credit:
Full-service monthly bookkeeping (up to 5 accounts)
Business & personal tax preparation
Quarterly federal & state tax filings
Annual report filings
Managed payroll (up to 10 employees/contractors)
1099 filings for up to 10 contractors
Monthly financial & performance reports
One monthly tax strategy session (60 minutes)
Audit support & proactive compliance review
Priority email, phone, and video support
Client-Managed Payroll Credit:
Unlimited bookkeeping & account management
Business & personal tax preparation (S-Corp, C-Corp, LLCs)
Quarterly & annual federal/state tax filings
Managed payroll
1099 filings for up to 20 contractors
Sales tax filings & license renewals
Monthly executive financial reports
KPI dashboards & performance insights
Two strategic advisory sessions per month (up to 60 minutes each)
Dedicated account manager
Audit readiness & compliance oversight
Loan, funding, and financial document support

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Service Capacity & Overage Policy
Pricing is based on transaction volume, contractor count, payroll size, and overall operational complexity. Businesses that exceed standard thresholds may be transitioned into a higher service tier to maintain accuracy, responsiveness, and service quality.