• Partnership Packages

    Affordable options to fit any business size and budget.


    Starts @




    Revenue of   $0 - $50K ____________________________________  


    Starts @




    Revenue of   $50k - $200k ____________________________________  


    Starts @




    Revenue of   $200k - $400k*


    | | Handwritten Checks $3/each | |


    *If your revenue is over $400K, please contact us for a custom quote



    Partnership Tax Return

    As a Partnership, you must file an 1065 each year. Our team will prepare and e-file these for you. All returns are reviewed by an Enrolled Agent before filing.

    State Tax Return

    Included with every package is one state tax return prepared and filed for you.

    Electronic Copies of Tax Returns

    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.

    Monthly Bookkeeping Service

    Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each month.

    Semi-Annual Review

    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.

    Communication with LTC Staff (Limited)

    All Core packages come with 1 monthly email to our staff for financial questions and concerns.


    Proactive Tax Planning - $55/mo

    With this service, we will provide you with a written tax plan and help you decide on and implement strategies that reduce your tax liability each year.

    Unlimited Support - $60/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 - $15/mo

    Think of this as an insurance policy on your tax returns. With this service we will respond to all tax notices you may receive and represent you in an audit.

    CFO Services - $275/mo

    Allow our team to help you manage and analyze the administrative, financial, and risk management operations of the company - which include the development of a financial and operational strategy and tracking relevant KPIs.

    Payroll - $100/mo

    Need help running payroll and filing your returns? We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately. $6 per employee charge applies.

    Additional State Return - $8/mo

    All of our core packages come with 1 state return filing. Should you need to file in multiple states, be sure and add this service to your package.

    Accounts Receivable - $350/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 - $350/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.

    Quickbooks Online - $25/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.

    Local Taxes - $13/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.

    Weekly Bookkeeping - $20/mo

    Need your books done more often than monthly? Add on this service for weekly reconciliations of your business transactions.

    Contract Management - $10/mo

    We ensure that the applicable tax contracts are setup and maintained so that you can take advantage of the appropriate tax planning strategies.

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