Affordable options to fit any business size and budget
Accounts
|| Handwritten Checks $3/each ||
*If your revenue is over $400k, please contact us for a custom quote
ALL PLANS COME WITH
Schedule C
Because you are a sole proprietor, you must file this schedule to report your profit and loss from the business. We’ll ensure you are reporting all your business information accurately.
Because you are a sole proprietor, you must file this schedule to report your profit and loss from the business. We’ll ensure you are reporting all your business information accurately.
State Tax Return
Included with every package is one state tax return prepared and filed for you.
Included with every package is one state tax return prepared and filed for you.
Estimated Tax Vouchers
We’ll send you vouchers and instructions each year for your annual and quarterly tax payments. This makes paying your taxes a snap.
We’ll send you vouchers and instructions each year for your annual and quarterly tax payments. This makes paying your taxes a snap.
Electronic Copies of Tax Documents
After we e-file your returns, we’ll send you an email with copies of all your documents that you can store with your personal records.
After we e-file your returns, we’ll send you an email with copies of all your documents that you can store with your personal records.
Communication with BRAC Staff (Limited)
All Core packages come with 1 monthly email to our staff for financial questions or concerns.
All Core packages come with 1 monthly email to our staff for financial questions or concerns.
Quarterly Bookkeeping Service
Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each quarter.
Financial Review Board Reports
2 times per year our Financial Review Board meets internally to review all aspects of your business from top to bottom to determine if we can make any recommendations to help you and your business. You will receive a summary of what we discuss after each meeting.
Optional Add-On Services
Monthly Bookkeeping |
$35/mo | Need your books done more often than quarterly? Add on this service for monthly reconciliations of your business transactions and to receive monthly financial reports. |
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Weekly Bookkeeping |
$55/mo | If you are the kind of business owner that likes to take frequent looks at financials, upgrade to weekly bookkeeping. |
Quickbooks Online Plus Subscription |
$35/mo | Take advantage of our discounted pricing from QuickBooks. You need this software for bookkeeping so be sure and get it at a better price than you will find anywhere online. ($60/mo value) |
Unlimited Support | $50/mo | Let us roll out the red carpet support service! With this add-on you get unlimited emails, phone calls, and meetings with our accounting staff. |
Audit Defense | $10/mo | Think of this as an insurance policy on your tax returns. My CPA Tax Team partners will respond to all notices you may receive, represent you in an audit, and even pay up to $5,000 in reimbursements for errors on our part. |
Accountable Plan | $20/mo | Since the new tax law went into effect in order to get a deduction for your home office, personal cell phone use, internet use, and mileage you need to have an Accountable Plan. Let us handle this for you. |
Tax Planning | $50/mo | With this service, we will help you implement strategies that reduce your tax liability each year. |
Cash Flow & Business Metrics | $30/mo | Learn the health of your business to make more informed decisions and let us help you manage cash flow. |
Accounts Receivable | $285/mo | Tired of sending invoices to clients? Our team can take that off your hands. We will prepare all of your invoices and receive payments for you with this add-on feature |
Accounts Payable | $200/mo | Tired of paying all the bills for the business each month? Our team can take that off your hands. We will receive your invoices, and make all payments for you with this add-on feature. |
Access to QB File (AP/AR) | $25/mo /ea |
If you need access to your QB file for paying bills or sending invoices we will set you up as a custom user. |
Sales Tax | $15/mo | If the city you live or work in requires a separate tax return for local taxes, add this feature to your package. Local taxes can be confusing so we encourage you to let our experts prepare these for you. |
Job Cost or Class Accounting | +40% of core pkg fee/ea | Job Cost is a crucial add-on for many companies and Class Accounting helps track multiple departments or revenue streams. |
Weekly Payroll | $200/mo | Many employers need to pay employees weekly ; choose this add-on. |
Timekeeping & Scheduling Software | $25/mo | No more handwritten timesheets or schedules with this add-on. Create schedules & submit to employees & they can clock in on their mobile phones (GPS tracking & photo verification included), each add’l user $5 |