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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