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Business — Essential

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For an owner-managed company: both the business and personal returns each year, a tax meeting in the fourth quarter while there is still time to act on it, a review of the return before it goes out, and a quarterly accounting check-in so the books do not drift.

Tax Related Maintenance Fees

  • Business tax return (per year)
  • Personal tax return (per year)
  • Tax meeting (Q4)
  • Tax return review (per year)

Accounting Related Maintenance Fees

  • Accounting check in - quarterly
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