iSMART PLAN

$1800*

PLAN INCLUDES:

Set up and Review of QuickBooks™ Plus. Reconcile Monthly Bank Account Quarterly Statements. Owner Only Payroll. Less than 100 transactions monthly. Prepare & File Corporate and Personal Returns.

*billed monthly

VENTURE Plan

$3000*

PLAN INCLUDES:

Set up and Review of QuickBooks™ Plus. Reconcile Monthly 2 Bank Accounts Quarterly Statements. Owner & 1 FTE Payroll. 3 Subcontractors 1099-Annually Less than 200 transactions monthly. Prepare & File Corporate and Personal Returns.

*billed monthly

PLATINUM Plan

$6,000*

PLAN INCLUDES:

Set up and Review of QuickBooks™ Plus. Reconcile Monthly 2 Bank Accounts Quarterly Statements. Owner & 4 FTE Payroll. 6 Subcontractors 1099-Annually Less than 400 transactions monthly. Prepare & File Corporate and Personal Returns.

*billed monthly

THE FINE PRINT

** All plans are automatic pre-billed for 1st of  Month in Advance.

*** Each additional Schedule C or Schedule E comes with own Quickbooks Self Employed Subscription and is additional $160 on Owners personal tax return

$ If Required NYC Corporate UBT return additional $200

& Each additional Non-Resident Corp Tax return is $200

$# If Payroll is required –Client is Direct billed by third party.

!! If Schedule H is required for personal return there is a $400 additional charge.

It is 1099 Accountant LLC policy if you grow your firm over $2.5Million in Sales and more than 5FTE will refer you to a larger more traditional firm.