Skip to content

Leading the charge in advisory servicesforward-looking planning for your personal and business needs

Maintenance › Business › Business — Full

Business — Full

A filing cabinet with a drawer of tabbed folders, two document sets standing on top, and a calendar with two dates circled

Our most complete compliance level for an owner-managed company. Business and personal returns, tax meetings in both the second and fourth quarters, a review of the return before filing, and accounting, payroll and 1099 work handled alongside it rather than bolted on.

Tax Related Maintenance Fees

  • Business tax return (per year)
  • Personal tax return (per year)
  • Tax meeting (Q2 and Q4)
  • Tax return review (per year)

Accounting Related Maintenance Fees

  • Bookkeeping - monthly or quarterly, set to your transaction volume
  • Account reconciliation and adjusting entries
  • Accounts payable and accounts receivable
  • QuickBooks Online setup, hosting and training
  • Year-end close and the schedules the return is built from

Payroll Related Maintenance Fees

  • Payroll setup
  • Payroll runs - weekly, bi-weekly, monthly or after the fact
  • Shareholder payroll
  • Quarterly and annual payroll filings
  • 1099s for contractors at year end
  • Payroll notices handled on your behalf
Become a client →