Service Levels
Client Advisory
Tax Strategy & Planning
Tax Compliance
Client Advisory Services |
Relieve Me |
Help Me |
Guide Me |
|---|---|---|---|
Client Advisory ServicesTransactional |
|||
Client Advisory ServicesMaintain QBO File |
Relieve Me
N
|
Help Me
N
|
Guide Me
N
|
Client Advisory ServicesCategorize Transactions |
Relieve Me
N
|
Help Me
N
|
Guide Me
N
|
Client Advisory ServicesMake necessary entries for sales, payroll, loans, etc. |
Relieve Me
N
|
Help Me
N
|
Guide Me
N
|
Client Advisory ServicesReconcile bank accounts, credit cards, and loans |
Relieve Me
N
|
Help Me
N
|
Guide Me
N
|
Client Advisory ServicesDeliver monthly PNL & BS |
Relieve Me
N
|
Help Me
N
|
Guide Me
N
|
Client Advisory ServicesCompliance |
|||
Client Advisory ServicesBusiness Tax Return - Federal + 1 state (additional charges for extra states) |
Relieve Me
N
|
Help Me
N
|
Guide Me
N
|
Client Advisory Services1099 Filings |
Relieve Me
N
|
Help Me
N
|
Guide Me
N
|
Client Advisory ServicesStatement of Information |
Relieve Me
N
|
Help Me
N
|
Guide Me
N
|
Client Advisory ServicesProperty Tax |
Relieve Me
N
|
Help Me
N
|
Guide Me
N
|
Client Advisory ServicesOut of State Filings |
Relieve Me
N
|
Help Me
N
|
Guide Me
N
|
Client Advisory ServicesBack Office Support (*must use preferred vendors) |
|||
Client Advisory ServicesReceipt Management |
Relieve Me |
Help MePick Two |
Guide Me
N
|
Client Advisory ServicesLight AR |
Relieve Me |
Help Me |
Guide Me
N
|
Client Advisory ServicesBill Pay |
Relieve Me |
Help Me |
Guide Me
N
|
Client Advisory ServicesPayroll Processing |
Relieve Me |
Help Me |
Guide Me
N
|
Client Advisory ServicesAdvisory |
|||
Client Advisory ServicesTax Planning (includes payroll & financial planner liaison) |
Relieve Me1- included |
Help Me1- included |
Guide Me2- included |
Client Advisory ServicesFinancial Statement Review Meeting |
Relieve Me |
Help Me |
Guide MeMonthly/Quarterly |
Client Advisory ServicesAnnual Budget & Cash Flow Forecast |
Relieve Me |
Help Me |
Guide MeAnnual |
Tax Strategy & Planning Services |
Plan |
Plan + |
|---|---|---|
Tax Strategy & Planning ServicesBreak-even tax planning |
Plan
N
|
Plan +
N
|
Tax Strategy & Planning ServicesPaycheck withholdings calculation |
Plan
N
|
Plan +
N
|
Tax Strategy & Planning ServicesTax Savings calculation |
Plan
N
|
Plan +
N
|
Tax Strategy & Planning ServicesBusiness Projection Calculation for Sole-owner S-Corps, SMLLCs, and Sole Proprietors |
Plan
N
|
Plan +
N
|
Tax Strategy & Planning ServicesShareholder basis evaluation |
Plan
N
|
Plan +
N
|
Tax Strategy & Planning ServicesOfficer Compensation evaluation |
Plan
N
|
Plan +
N
|
Tax Strategy & Planning ServicesPTEP Calculation |
Plan
N
|
Plan +
N
|
Tax Strategy & Planning ServicesBusiness Projection Calculations for multiple businesses, MMLLCs, Multi-owner S-Corps |
Plan |
Plan +
N
|
Tax Strategy & Planning ServicesRetirement plan evaluation and strategy to maximize savings |
Plan |
Plan +
N
|
Tax Strategy & Planning ServicesEmployee Stock Option planning |
Plan |
Plan +
N
|
Tax Strategy & Planning ServicesMultiple Scenario strategy and planning |
Plan |
Plan +
N
|
Tax Strategy & Planning ServicesExecution of tax payments (we will set up tax payments on your behalf) |
Plan |
Plan +
N
|
Tax Strategy & Planning ServicesCommunication with Payroll rep (if using ADP) |
Plan |
Plan +
N
|
Tax Strategy & Planning ServicesCommunication with Retirement rep to gather data and ensure funding is executed according to plan |
Plan |
Plan +
N
|
Tax Compliance Services |
Compliance |
Advisory |
Advisory+ |
|---|---|---|---|
Tax Compliance ServicesTransactional |
|||
Tax Compliance ServicesTax Return Preparation |
Compliance
N
|
Advisory
N
|
Advisory+
N
|
Tax Compliance ServicesE-Filing with the IRS & All Applicable States |
Compliance
N
|
Advisory
N
|
Advisory+
N
|
Tax Compliance ServicesRecorded Video Recap of Return |
Compliance
N
|
Advisory |
Advisory+ |
Tax Compliance ServicesDedicated Tax Advisor |
Compliance |
Advisory
N
|
Advisory+
N
|
Tax Compliance ServicesLive Tax Appointment via Zoom |
Compliance |
Advisory
N
|
Advisory+
N
|
Tax Compliance ServicesWritten Agency CorrespondenceCovers tax year prepared with this service level* |
Compliance |
Advisory
N
|
Advisory+
N
|
Tax Compliance ServicesEmail Support |
Compliance |
Advisory
N
|
Advisory+
N
|
Tax Compliance ServicesPhone Support (10 Minute Support Calls) |
Compliance |
Advisory
N
|
Advisory+
N
|
Tax Compliance ServicesSetup of Tax Return Payments with filing of the return |
Compliance |
Advisory |
Advisory+
N
|
Tax Compliance ServicesExtension Voucher Calculation |
Compliance |
Advisory |
Advisory+
N
|
Tax Compliance ServicesSeparate Tax Strategy & Planning Session during the year |
Compliance |
Advisory |
Advisory+
N
|
Tax Compliance ServicesAudit CoverageUp to 8 hours of representation for tax year prepared with this service level |
Compliance |
Advisory |
Advisory+
N
|
