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Choose Your Individual Package

27

$

monthly

  • Coming soon

Basic Package*

Tax+ Package

monthly

$

130

  • Coming soon

Everything in Basic plus:

Individual+ Package

160

$

monthly

  • Coming soon

Everything in Tax+ plus:

Choose Your Business Package

129

$

monthly

  • Streamline data collection

  • After Year Tax Advice

  • Federal & (1) State Filing

  • E-file tax service

  • E-signature service

  • Printed Hard Copy Return

  • Your data is never sold

  • Secure data 

​

 

 

 

 

*Email/phone/message communication are billed at $300/hr for all responses, work, or research involved.

Basic Package*

Tax+ Package

monthly

$

249

  • Year-round cash flow checkup

  • Meet throughout the year

  • IRS & State withholding monitoring

  • Assist you with responding to tax agencies

  • Four (4) free email/phone/message contacts at no charge**

 

 

 

 

**After your 4 free email/phone/message communications you will be billed $300/hr for all responses, work, or research involved.

Everything in Basic plus:

Business+ Package

449

$

monthly

  • Optimizing tax strategies for business owners

  • Business start-up

  • Business optimization

  • Personal CFO advisor

  • Monthly accounting services

  • Monthly payroll services

  • Compensation Strategies

  • Complete Tax Agency correspondence

  • Monthly financial reports

  • Business Tax Filing**

  • Business sale planning

  • Free unlimited email/phone/message support communication

​

**SchC/1120S/1065/1120

Everything in Tax+ plus:

Payroll Services

$

16.25

ea payroll

  • +$2.00 each additional employee

  • 1 to 50 employees covered

  • Direct Deposit

  • Federal & State e-Payments****

  • Federal & State tax form e-Filing

  • Employee required forms

  • Payroll Schedule

  • Regulatory compliance

​

​

​

Facts: Additional $4.00 fee per direct deposit per employee. Enrollment in EFTPS and state agency e-Pay program required. Electronic filing forms outside Quickbooks is $12 per form per event. Paper filing tax forms is $24 per form per event.

Business Formation

$

600

ea entity

  • Assist with preparing docs

  • Apply for EIN/TIN

  • Create Schedule of Assets

  • Filing S-Election

  • Create Schedule of Stock/Member/Partner Basis

  • Apply for State Withholding

  • Apply for State Sales Tax

  • Apply for State Unemployment

  • Apply for IRS eFile 94x

  • Apply for IRS EFTPS

​

CLIENT RESPONSIBILITES:

  • Complete online form

  • Pay state filing fees

  • Purchase corporate/LLC/LLP book & seal

  • Open bank account

​

Misc Office Fees

  • Printed copy of return...............$30

  • Request for PDF copy...............$10

  • eSigner requests to change email used after request sent.............$15

  • Tax advice or question(s) submitted via email/text....$300/hr

  • Phone meeting...................$300/hr

  • Video meeting....................$300/hr

  • Workers Comp Audit Assistance/completion.......$150/hr

  • Preparing/Filing state Sales/Use Tax returns...........................$150/hr​

  • Preparing/Mailing copies of Forms 941/940 due to efile enrollment incomplete................$24 per event​

  • Preparing/Filing unemployment Tax Returns due to incomplete enrollment.................$30 per event​​

  • Adding employee to payroll.....$15

  • Delivering physical documents in-person or via courier.............$35/hr for scanning to digital

  • Document return mail fee.........$25

All monthly contracts are governed by the Terms of Service of 360 Support found here: TOS

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