Packages

Are you ready to take the first step toward financial prosperity?

Basic

Basic Package

Contractor membership

Includes

  • Bookkeeping
  • 1099 NEC & miscellaneous forms (up to 5)
  • Annual federal tax return filing (1040)
  • Business schedule (Schedule C)
  • Franchise tax
  • BOI report
  • Meeting minutes
  • Assistance all year
  • Assistance with IRS letters

Recommended

Premium

Premium Package

2 accounts · 300 transactions/month

Includes

  • Bookkeeping (2 accounts and 300 transactions per month)
  • Monthly financial reports
  • 1099 NEC or miscellaneous forms (5)
  • Annual business reporting filing
  • Annual franchise reporting filing
  • Annual BOI reporting filing

Premium Plus

Premium Package

Up to 4 accounts · 500 transactions/month

Includes

  • Bookkeeping (up to 4 accounts and 500 transactions per month)
  • Monthly financial reports
  • 1099 NEC or miscellaneous forms (up to 10)
  • Annual business reporting filing (more than 500k)
  • Annual franchise reporting filing
  • Annual BOI reporting filing
  • Sales tax report & payroll