SOLE PROPRIETOR PACKAGES
Affordable options to fit any business size and budget.
|| Handwritten Checks $3/each ||
*If your revenue is over $400K, please contact us for a custom quote
ALL PLANS COME WITH...
Monthly Bookkeeping Service
Keeping an accurate track of your business financials is important. We have a team of dedicated bookkeepers ready to help you keep them up to date every month.
Fixed Asset Maintenance
Each month we will ensure all assets are recorded properly and depreciated according to IRS recommended schedule.
Easily View Monthly Reports
Every Month you will receive a Profit & Loss, Balance Sheet, and Purchases by Vendors. If you want other reports like the cash flow we can set you up to view those too.
Communication with OnTrack Staff (Limited)
All of our main tax packages include one monthly communication to our staff by email. This gives you the opportunity to get accurate answers to all of your tax and financial questions.
Financial Review Board Reports
Our Financial Review Board meets internally twice a year. During this meeting, they go through various aspects of your business from A to Z so they can make the necessary recommendations to help you and your company. We’ll send you a summary of what was discussed during the meeting after it takes place.
OPTIONAL ADD ON SERVICES
Some businesses need their books done more often than just once a month. Thanks to this add-on service, you’ll receive a reconciliation of your business transactions done every week.
We’re always ready to provide you with full support services! With this option, you can call and our accounting staff whenever you need to.
Think of this as an insurance policy on your tax returns. We’ll represent you in an audit and respond to any tax notices you get.
This service is our most popular add-on. It helps you discover and implement strategies adapted to your needs and situation that will reduce your tax liability.
If you need to set up a corporation, we’ll file the necessary documents with your state, register a new EIN. We can also file all the needed forms if you choose an S-Corporation. Take note that state filing fees apply.
QuickBooks is one of the top bookkeeping tools out there. With us, you can get this valuable software at a discounted price.
Owners of rental properties need to take care of certain special tax filing. By getting this add-on, we take care of helping you report all of your rental income and expenses accurately.
Some cities require that local taxes be filed separately. If this applies to you, this add-on is a must. Properly preparing and filing local taxes isn’t always easy. Let our local tax experts ensure everything is done right!
Business Tax Return
Do you need professional preparation services for your business tax return? With this add-on feature, you’ll get our in-house EA team doing your 1040 (Schedule C) and state returns for you.
Our team can pay your business bills every month. When you choose this add-on, our accounts payable team will receive your invoices and make payments on your behalf.
If you need help running your payroll and filing your returns, we’re there for you. Our team gets you setup right and provides assistance with filing all quarterly and annual filings. A charge of $6 per employee applies to our payroll service.
Additional State Returns
Our core packages include filing your tax return in one state. If your situation requires you to file in multiple states, don’t forget to add this feature to your package.