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.