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SERVICES
BUSINESS SERVICES
BOOKKEEPING
TAX PREPARATION
BUSINESS MANAGEMENT
COURSES
FREE RESOURCES
CONTACT US
SILVER PACKAGE
Ideal For: Businesses with annual profits
between $100K-$500K
$547/Monthly membership Includes:
Personal & Business Tax Preparation
Year-Round Support via Email and Chat
Regular Check-ins and Quarterly Tax Deadline Reminders
One monthly meeting, either virtual or in person
Post-Tax Season Business & Tax Strategy Session
Business Credit Consultation & Setup
Initial Bookkeeping Setup and monthly bookkeeping
Payroll Setup
(1) if you have independent contractors 1099-NEC Filing for Both Federal and State IRS Requirements
Any additional: $40
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