Gold Maintenance Package

The “Gold” maintenance package is designed for growing businesses starting to look for help with their business books and records. You get these ongoing services:

1. Business Tax Preparation

We’ll prepare your business tax return (proprietorship, partnership, or corporation). Additional entities may incur an additional charge.

2. Personal Tax Preparation

We’ll prepare your federal, state, and local personal tax returns.

3. Phone Consultations

You can schedule six 15-minute phone consultations, at your convenience throughout the year, to address breaking issues and opportunities throughout the year.

4.Email Consultations

You can email up to six specific questions, at your convenience, for written responses.

5. Tax Alerts

You’ll get our weekly email alerts and monthly newsletter with timely tips for making the most of your money.

6. Due Date Monitoring

You’ll get our Due Date Monitoring service to ensure you never miss an important tax deadline again.

7. Year-End Reconciliation

We’ll reconcile your books at the end of the year to make sure they’re clean and up-to-date.

8. Year-End Sit-Down

You’ll get a year-end “sit down” meeting to review your tax picture. We’ll update you with everything you need to know about deductions you can take, anticipating tax roadblocks and opportunities, avoiding IRS audits, and maintaining your personal tax plan based on your changing personal circumstances.

9. One-on-one Financial Review

Your year-end sit-down also includes a comprehensive financial statement review. Together, we’ll walk step-by-step through your financial statements. We’ll show you what the numbers mean, and how you can use them to make smarter business decisions.

10. Open Questions

As with the Silver package, your year-end sit-down includes an open Q&A period.

11. Fall Tax Review

Finally, the Gold Package includes a Fall Tax Review. We’ll develop a detailed year-end tax projection, along with a detailed tax-strategy plan to minimize your tax liability, and a calculation of estimated tax payments so you don’t get caught short on April 15