PLATINUM PACKAGE
Ideal For: Businesses annual
profits over $1M
$997 /Monthly membership Includes:
Personal & Business Tax Preparation
Year-Round Support via Email and Chat
Regular Check-ins and Tax Deadline Reminders
One monthly meeting, either virtual or in person
Post-Tax Season Tax Strategy Session
Bookkeeping Setup and Monthly Bookkeeping Management and Meetings
Business Credit Consultation & Setup
Secretary of State Annual Report Filings
Payroll Setup and Weekly Payroll Management
Massachusetts Annual Report Filing
(1-10) 1099-NEC Filings for Both Federal and State IRS Requirements
Business Branding/Logo Creation & 250 Business Cards
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