Leading the charge in advisory servicesforward-looking planning for your personal and business needs
Additional Services › Add-on Services
Add-on Services
These attach to any package rather than standing on their own. Most are priced on volume — transaction counts, filing frequency, headcount or the number of contractors you pay — so the figure depends on your situation and we set it before any work starts. If you are not sure which of these you actually need, that is a reasonable thing to work out together.
- 1099 preparation
- Scaled to the number of contractors you pay.
- Accounting
- Full service, adjust-and-reconcile, or annual for tax preparation — monthly, quarterly or biannually, sized to your transaction volume.
- Accounts Payable
- Accounts Receivable
- Compilation
- Monthly, quarterly or annual.
- Estimated Tax Payments
- Prepared quarterly.
- Notice
- Review and response for tax and payroll notices.
- Payroll
- Weekly, bi-weekly, monthly or after-the-fact, plus shareholder-only payroll — sized to headcount.
- Personal Property Tax Return
- QuickBooks Online Hosting Fee
- QuickBooks Online Training
- Sales & Use Tax Return
- Monthly, quarterly or annual filing.
- Tax Projections
- Prepared quarterly.