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Simplifying Your Business Journey, One Step at a Time!

We provide tailored services for freelancers and small business owners, including business formation, accounting, bookkeeping, business support, and payroll solutions, so you can focus on growing your business while we handle the details.

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Pricing & Plan

Get the Right Plan at the Right Price

S-Corp Setup Only Plan

$2,500 (one-time)

*No commitment required

Choose your Plan

S-Corp Standard Service

$595/month

*with a 12-month commitment
Includes S Corp-Legal Incorporation

Choose your Plan

S-Corp Transition Service

$495/month

*After 1 year, $595/month
Does not include Initial Setup

Choose your Plan

Add Ons

Annual Tax Documentation & IRS Reporting: $1,000/year

Ensure compliance with precise and timely tax filings.

Retirement Plan Support: $500/consultation

Receive expert actuarial guidance to secure your financial future.

Dedicated Account Manager: $200/month after the first year

Ongoing personalized financial support to keep your business on track.

Tax Voucher Preparation Services: $300/voucher

Optimize tax planning with expert-prepared vouchers.

401(k) Setup & Administration: $1,200 setup, $300/year

Streamline retirement planning with efficient PPA administration.

Additional Consultations: $250 per 30-minute session

Get tailored financial advice beyond your included sessions.

Pricing & Plan

Get the Right Plan at the Right Price

S-Corp Setup Only

$2500 one-time fee

*No commitment required

Get Started

S-Corp Standard Service

$600/month

*with a 12-month commitment

Get Started

S-Corp Transition Service

$500/month

*After 1 year, $600/month

Get Started

What's included in the plans?

Business Formation

  • S Corporation Legal Paperwork
  • State Incorporation
  • Filing for Tax ID Number (EIN)
  • File an S Corp election with the IRS
  • Employer Registration in your state
  • Provide a registered agent for your business
  • Annual and Ongoing Compliance (BOIR included)

Self Employed Accounting

  • Quickbooks Online Subscription Included
  • Quickbooks Setup
  • Monthly Payroll Subscription Costs Included
  • Setup for Online Payroll

Self Employed Payroll

  • New hire reports filed with State
  • Preparation and filing of quarterly payroll returns
  • Gusto subscription for payroll ($45/month value)
  • Gusto payroll system training
  • Automated payroll
  • Unlimited payroll runs
  • Issue and file W-2s

Self Employed Bookkeeping

  • Monthly categorization of business transactions
  • Reconciliation of business bank and credit card accounts
  • Expert review of financial reports
  • Financial reports package delivered monthly
  • Close books at end of year and prepare for taxes

Business Support

  • Free consultation with a tax advisor
  • Year-round bookkeeping, payroll, accounting and tax support
  • A member relationship manager
  • Newsletters, resource guides, and educational webinars

Choose the best plan that suits your business needs and enjoy tailored consulting services at competitive rates.

Book a Session

Legal
Setup

Own or are converting to an S Corp Have self employed income/expenses File taxes in one state Own up to 1 rental property

Business Formation

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Financial and Tax Services

Assistance with establishing an S Corporation, including documentation and compliance.

Ongoing Compliance & Support

Assistance with establishing an S Corporation, including documentation and compliance.

Virtual Task Force Support

Assistance with establishing an S Corporation, including documentation and compliance.

Technology and Automation

Assistance with establishing an S Corporation, including documentation and compliance.

Client
Onboarding

Assistance with establishing an S Corporation, including documentation and compliance.

Summary of Additional Fees

Assistance with establishing an S Corporation, including documentation and compliance.

Technology and Automation

Assistance with establishing an S Corporation, including documentation and compliance.

Seeking Customized Solutions
for Your S-Corp Transition?

Have a Query?

Add On Plan Inclusions

Individual Tax Return

Maximize deductions and ensure compliance with expert tax filing support.

IRS Reporting & Documentation

Stay compliant with accurate and timely tax documentation.

Retirement Plan Support

Get expert guidance on retirement plans to secure your future.

401(k) Setup & Administration

Simplify retirement planning with seamless 401(k) management.

Dedicated Account Manager

Personalized financial support to keep your business on track.

Tax Consultation Services

Gain clarity on tax strategies with expert one-on-one guidance

Delivering expert business solutions, we specialize in business formation, accounting, and compliance support to streamline operations and enhance overall financial success.

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