Frequently asked questions
How does the retainer monthly plan work?
All retainer plans require a fully-executed retainer agreement for one of our three plan options. Invoices are sent monthly via email and are due upon receipt. The preferrend method of payment is by bank ACH. However, most major credit cards are also accepted.
Is there a limit to the number of hours available to a client each month?
Yes. The breakdown of hours per month for our LITE and Deluxe Retainer Plans follows. Deluxe+ includes unlimited hours per month for accounting and consultation.
Payroll add-on (1-10 emoloyees): 6
Payroll (1-10 emoloyees): 36
Payroll (1-10 emoloyees): Unlimited
What happens if my needs exceed the hours allowed?
If you require additional assistance with a project or activity, then we will bill you at client-only pricing. Depending on the plan, clients save up to 40% on normal hourly rates. We will discuss client pricing and other questions that you may have when you schedule a free consultation. You are under no obligation to execute an agreement at any time.
How can you offer unlimited services for Deluxe+ clients?
It's simple. Our business model focuses on "quality" client services vs. quantity of clients served. We offer a limited number of slots under each plan. Once those slots are filled, then we no longer accept new business under that plan.
What if I just want to engage you to prepare my tax return?
Again, we offer bundled services to clients only. Cloud-based accounting provides economies of scale in terms of data gathering and system integration. We pass these savings on to our clients. Our pricing model would be less affordable if we offer one-off services to companies who operate outside of our cloud platform.
What are the guidelines for tax return preparation?
Since we serve business clients, basic tax return preparation includes federal and state e-file for your business tax return (1120, 1120S, 1065), plus client-only pricing for IRS forms 1040 (w/schedules),1041, 706, 709, and consolidated corporate returns.
I need to form an entity for a project or property can you assist?
Sure. Clients have unlimited access to our Corporate Formation and Compliance division for legal assitance in forming corporations and LLCs in any state--plus annual compliance filings for registered agents and annual reports.
What is audit protection?
Our audit protection plan protects you from IRS audit due to errors made in preparing your annual business tax return.