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Business Tax Preparation Service/Consult

This tax preparation service is for the following business types: Partnerships, S-Corporations, Corporations, Non-Profits, Not-for Profits, and Personal Services Corporations. Please bring the following information for all parties that will be listed on the tax return: valid id, social security card, EIN validation letter, state articles, expense reports (if available), receipts, bank statements, insurance docs, investment docs, assets and depreciation info if available, mortgage or rent contact info, allowable credit info and any applicable information. You are scheduling business tax preparation consultation. $150.00 DEPOSIT required to confirm your date and start the tax preparation process. This balance will be applied to your final balance upon completion of your tax return. Deposit is non-refundable or transferable for other services. Any additional services needed to complete your tax preparation service will be billed. If you need to cancel/reschedule without penalty please provide a 48 hour (2 da

2 Options

Business 101

Learn the fundamentals of being a business owner and doing things right! This 2 hour 1 on 1 session provides everything you need to turn your vision of owning a business into a reality.

$200 · 2 hours

Business Entity Formation Services

We assist with advising on the best options to structure your business at the state and federal level, file documents, and act as your registered agent. Includes a consultation to determine and confirm the best company set-up for you. (LLC, Partnwrship, S Corp, Corporation, PSC, Non for Profit, Non-Profit) 24-hour Order Processing, Error-free Guarantee, Articles of Organization, 1st Year of Registered Agent Service included ($65.00 annually), Company Alerts, Phone & Email Support, Electronic Delivery, EIN processing. Same Day Expedited Service, and Company Kit ($40.00 additional) and bank resolution.

3 Options

Individual Tax Preparation Service

Filing your tax return made easy! You will be receiving tax preparation services by our trained preparers. Please bring a valid ID, social security cards for all listed on the return and your tax documents. If you have questions please call 1(855) 928-2937 or (317)744-0183.

5 Options

Bookkeeping Consult (New Client)

You will complete a detailed intake form so that we can learn more about you and your business. Discuss the frustrations and challenges you face. Review your current accounting, bookkeeping, and payroll system. Talk about your cash flow and profitability. Share information about our rates. Offer general ideas on how we can help simplify your processes and help you finally understand your numbers. $50 · 30 minutes

PPP/EIDL Get Relief! Covid-19 Small Business Disaster Relief Service Deposit

You are now ready to begin the process of applying for the disaster relief aid available. Deposit is required to begin and final charges will be assessed upon review. $150 · 1 hour

My Bookie (Bookkeeping Service)

Bookkeeping service for small businesses. The set up fee includes your initial 1 hour consultation, MyBookie Kit with mailing labels, electronic bookkeeping software set Up. Recurring bookkeeping fees are charged at an hourly rate of $50.00 with a 1 hour minimum for monthly clients 5 hour minimum for quarterly. Financial reports are provided to you monthly or quarterly based on your subscription.

2 Options

Tax Planning Consultation - Initial Consult

Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible. Hourly rate of $175.00 $175 · 1 hour

FREE Individual Tax Prep Consult - Phone

Free · 15 minutes

General Business Consultation

2 Options

Tax Resolution Consultation

The initial review and consult is first step in eliminating the worry of your tax issues is scheduling a consultation with our tax resolution team. During this consultation, you will meet with an advocate(s) to discuss your situation. We will need some preliminary information from you which is essential to your case, such as your: Monthly income Monthly expenses Additional assets Tax liability details You will need to have all your official documents for your initial consultation. We will also ask for more detailed information and the paperwork we need as your case progresses.

2 Options

PPP Application Assistance

PPP applicationa nad forgiveness assistance consult

4 Options

Payroll Services Consultation

Discuss an create a plan for payroll options and offerings for your organization.

30 minutes

Form 1099 MISC/ 1099 NEC Processing

If you paid contractors or vendors $600.00 or more you are required to file a 1099-MISC to report the income. We will file your 1099-MISC and provide electronic and mailed copies to you and the recipient. Set-up fee is $60.00 plus $10.00 per person/vendor to process each form. Processing fee will be billed separately. For prompt and complete processing of 1099s for contractors and vendors we will request completed W-9 forms, valid email, and updated address for all individuals. If you need assistance with obtaining this information additional fees will apply.

$60 · 1 hour


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