Revenue of $0 - $50K ____________________________________
Revenue of $50k - $200k ____________________________________
Revenue of $200k - $400k*
ALL PLANS COME WITH...
Federal Tax Return
Each year we will prepare and e-file form 1040 which is your personal tax return. All returns are reviewed by a CPA and you will always approve everything before we file.
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.
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.
Monthly Bookkeeping Service
Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each month.
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.
OPTIONAL ADD ON SERVICES...
Proactive Tax Planning - $75/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.