Level 5 – Platinum Professional

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Monthly Pricing Includes

  • Business entity setup
  • General ledger setup
  • Annual state filings (does not include state fee)
  • Monthly Bookkeeping: Reconciliation of up to five bank accounts (business and personal) and five credit card accounts (business and personal- additional accounts extra)
  • Monthly, quarterly, and year end comparative financial statements
  • Payroll tax filing for up to five individuals. Includes federal and state returns. (Additional employees cost extra)
  • Unlimited Form 1099 and 1096 filing
  • Preparation of year end personal financial statement
  • Preparation of Corporate Return (1120S or Schedule C)
  • Preparation of Personal Return Form 1040
  • Review of prior year tax return for errors and omissions, includes free amended returns if applicable
  • Unlimited tax planning and consultation by CPA.
  • Estimated quarterly tax calculation and filing
  • Audit representation for any tax year prepared by Nealson Group