Ultimate Plus

Monthly Accounting, Taxes & Fiduciary Wealth Planning!

• QuickBooks Online (QBO) Plus monthly subscription
  • QBO smartphone app
    • Capture & organize receipts w/ Receipt Snap
    • Mileage tracking
  • Up to 5 users
  • Send electronic invoices
  • Receive payments online
  • Interfaces with many business productivity apps
  • Track project profitability
  • Track inventory
• Monthly accounting – done for you!
  • Average of 75 transactions per month
• Advisory time with a licensed CPA – 6 hours per year
• Business tax returns (Federal, state, & local) prepared and e-filed**
  • Form 1120 for C-Corps
  • Form 1120S for S-Corps
  • Form 1065 for Partnerships
  • Form 1040 w/ Schedule C for Sole Proprietors/Single-Member LLCs
  • Form 990 for Exempt Organizations
• Fiduciary wealth planning with tax implications in mind (with CWOs for Hire)
  • $1,875 initial planning fee to be billed separately from CWOs for Hire

* Pro-rated at $60/month to align with annual subscription period of March – February

** Advisory time may be applied for more complex returns