–    Trusts & Estates/ Corporations/ LLCs/ Partnerships: 1120S, 1120, 1065, 1041 ~ Business/ Contractors.

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FREE INITIAL ‘SESSIONS’ !!  – Get started sharing your vision. | NEW CUSTOMERS

CALENDAR AN APPOINTMENT:

• STEP 1: Complete 2021 version of VISION survey if not done already.
  • Your VISION & YourNOTEBOOK, helps create tax returns, home CMA’s, financial modeling spreadsheets for you, property searches, suggest Articles and Tools & update your goals file.
• STEP 2: REQUEST Virtual or In Person APPOINTMENT via link at the end of the survey:  M-F 5 – 8pm. &  Sa 10-7pm

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Offerings Overview:

SETUP:

• Business/ entity selection /setup:
  • S Corp / C Corp / LLC / Trusts
  • Payroll filings
  • IRS setup: , Elections
• Books

ON-GOING ADVISORY: Starts with Quarterly Reviews w/ tax filings. 1 time per quarter at your location/ ours/ or virtual utilizing YourSpace247 and Google Docs, etc.

CONSULTING: Realty Brokerage/ Relocation/ Transitions, 1x IRS Advocacy Representative, Forensic Research/ opinion

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Ready to Go?

• Easily set up recurring monthly amounts/ full pay/ or 50% deposit payment to initiate a service.
  

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Standard Rates:

START-UP:

• FILINGS:
  • Complete set of start-up filings: from $399 retainer gets you started
    • Entity setup/ selection filings: S Corp / C Corp / LLC / Trusts from $199 retainer gets you started
    • Payroll: filings setup: state & UIA from $125 retainer gets you started
    • IRS setup: ID#s & Necessary/Timely Elections from $125 retainer gets you started
• Entire package above: From $435 retainer gets you started
  1. with FREE basic bookkeeping system setup
  2. FREE online how to run your business guideline booklet written by our team, takes you from day one to annual changes and integrates with your software setup !
• BOOKS:
  • Quicken/ Quickbooks/ of Google Docs spreadsheet format: $249 retainer
    • Installation &/or setup assistance, includes approved Chart Of Accounts, not the overwhelming & generic ‘shipped with list.
  • Usage training, $125 first hour, $49/hr additional 50% retainer to get started
• PAYROLL:
  • Payroll cards: from $125/1st employee – $49 addtl.
• SPREADSHEETS:
  • Rental tracking for expenses/ for tenant processing
  • Reimbursements for travel, mileage
  • Pro-rations for company shared expenses
  • Other Customized Google Docs (may also use w/ Excel or Open Office)
  • From $99 per, $1/minute to further edit. Live online simultaneous viewing option for end user so we create exactly what you want. 50% retainer to get started
    

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ON GOING ~ ADVISORY BASED: Review meetings with you 1 time per quarter – at your location or ours.  Reviews will examine books, payroll, & entity tax returns – including 1120, 1120S, or 1065, 1041.

• We produce books – from $525/quarter: for a tech savvy client that can provide scanned docs & statements & follow along online, includes 1 employee on fixed salary with only even draws. 50% retainer to get started
  • From $175/mo after the 1st year w/no significant annual changes.
  • From $225/mo in the first year.
• When you keep books: from $325/quarter: for a tech savvy client that can provide scanned docs & statements, provide books that are reconciled to date w/in Quicken/ Quickbooks format, and provide support spreadsheets via upload or via Google Docs. 50% retainer to get started
• Add:
  • Each employee: $49/quarter – even salary, $49/ month uneven pay from period to period.
  • Spreadsheets: From $99 per activity, e.g.: setup, update, changes.
• Hourly minimums: For changes and extra issues. 50% retainer to get started
  • $85/visit min (per hour): our location or via ‘virtual visit’
  • $125/visit min (per hour): your location
• Note: We respectfully reserve the right to decline requested completion of entity returns without regular EOQ reviews.  Entity returns alone (no quarterly reviews) start at $499 with clean computerized books reconciled to bank statements. 1st yr & final year add min. $299 for new client setup/ or entity shut down filings.

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IDLE/ SHUT DOWN: Caution against lingering entity liability for taxes. 50% retainer to get started

• From $249 for filings – does not include filing of regular tax returns.
  • • State / UIA / IRS final returns & filings
• Closing books/ final distributions/ etc. from $299

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1x CONSULTATIONS (including LETTERS from IRS/ STATE/ etc):   50% retainer to get started

• No calculation or documents reviewed:
  • Min. $125/hr.+ $85/hr
    
• Doc’s, calculations &/ or research involved:
  
  • Min. $249 + $175/per hour additional time.

~ Any & all review or response to government letters/ inquiries.

• Taxpayer has proof to resolve easily w/ simple letter response:
  • Min. $85 + $85/per hour additional time.
• Calculations &/ or research involved:
  • Min. $175 + $175/per hour additional time.
• Outside consultant(s)/ adviser(s) involved:
  • Min. $250 + $250/hr over 1 hr + any prepaids/ retainers they require. e.g.: CPA / Enrolled Agents/ lawyers
• Preparer work corrections: Never a charge.

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VIA WEB: Setup, support. 50% retainer to get started

• Portals/ Sites: from $249 for original or $179 for near duplicate of existing site of yours. – does not include 3rd party options/fees such as hosting/domains.
• Pages: from $199
• Posts: from $129 for original or $49 for near duplicate of prior post(s).
• Google Docs: from $199 for original or $49 for near duplicate of prior post(s).
• Google Survey/ Feedback forms: from $199 for original or $49 for near duplicate of prior post(s).
• Minor Maintenance: on any of above from $79 with site owner client at programmers side, from $99 if via phone with site owner running TeamViewer, from $129 any other method (instructions received via email/ text/ phone only).
• Spreadsheets/ Research: $99 setup + $ 95/hr (10 min. increments) editing 1st 4hrs + $45/hr after 4hrs per edit
• Phone calls/ emails/ text or other messaging: $ 95/hr, min$19

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PAYMENTS:  50% retainer to get started

• Clients on open accounts (we are ‘brokerage of choice’) – we’ll invoice &/or add line item to your ‘account’ link.
• Non-clients (includes used out-side brokerage) – Min. 50% due up front, payable via our PayPal link.
• PAYMENT OF RETAINER BEFORE Buy/Sell Realty activity gives rise to potential rebate against billed and non-billed charges. Non-billed charges, otherwise awaiting offset by using our brokerage services, will be added and due if outside realty brokerage is engaged we did not secure referral for.

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SURCHARGES: Include but not limited to:

• For review of ‘books’, and any end of quarter/year filings (eg: payrolls), records are due within earlier of 10 days after end of quarter or 2 days prior to meetings. There is otherwise a min. 50% additional charge.
• No shows/ Appointments not cancelled at least 24 hrs prior except emergencies.
• There is a min. 50% added charge to review materials you tender less than 5 days prior to filing due dates.

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Chart of Accounts. USE TO CATEGORIZE YOUR TRANSACTIONS.

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Below is an example only of material on YourSpace247.

Links are activate in customers/ clients YourSpace.

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Your online How It Works manual includes a “click for more info”  TABLE OF CONTENTS  &  GRID

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TABLE OF CONTENTS

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GRID                        HIW  TABLE OF CONTENTS     GRID   Above is an example only, becomes live w/links activated for paid customers/ clients.

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