Skip to content

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

Maintenance › Individual › Individual — Full

Individual — Full

A house and key, a return, a delivery van and a sack of grain

The individual return with a second tax meeting added mid-year, so planning happens twice rather than once. Includes the return review, plus the accounting, payroll and 1099 support that keeps the underlying records straight.

Tax Related Maintenance Fees

  • 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
  • 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
  • Quarterly and annual payroll filings
  • 1099s for contractors at year end
  • Payroll notices handled on your behalf
Become a client →