What IS included in the weekly fees?
MONTHLY
- Monthly Internal Use Only statement of income and balance sheet.
- Monthly or quarterly State & Local sales tax returns
- Monthly bank reconciliations
- General ledger review and recoding as necessary
- Calculation of payroll tax deposits (if necessary)
- Unlimited discussions of tax and accounting matters
- Virtual QuickBooks Access and support for check using our hosting 2U net online service.
QUARTERLY
- One on One Remote face to face conference via “go to meeting” to discuss operation, financials, marketing, human resource issues, and current tax situation.
- Quarterly withholding and unemployment tax returns – Federal & State (if applicable).
- Quarterly update to depreciation entries.
ANNUALLY
- Year-End tax planning analysis and meeting if necessary.
- Closing of company books and year end adjusting entries.
- Opening of new year books
- Preparation of employees’ W-2s and vendor 1099s (plus direct expenses)
- Preparation of Federal form 940
- Preparation of Federal & State forms W-3
- Preparation of Corporate/Partnership year end tax return Federal & State (if applicable)
- Individual Form 1040 (if applicable)
What is not included in the Weekly fee and will be billed separately and drafted the following week after notification
- IRS or State Tax audits unless you have elected our Audit Presentation Service – no charge
- IRS-State tax problems generated by client not complying with our instructions.
- Workmen’s and Unemployment compensation audits
- Loan applications and cash flow projections
- Project costing or job costing analysis.
- Tax consequences of purchase or sale of business.
- Compiled, Reviewed or Audited financial statements.
- Corporate annual report to Secretary of State.
- Personal financial statements.
- Copies of information and tax returns previously provided to client.
We Guaranteed Fixed Fee!