Small Business Tax Return Prices
Choose a plan that works for you!
Virtual CFO.
High skilled assistance in financial requirements of an organization. Managing risk, controls and most of all help make business decisions.
Today, the intersection of finance and taxation has never been more intertwined.
Lucky for me, I have an MBA in Finance.
Silver
CASH BASIS
$400/Qtrly
- Quartley remote zoom sessions.
- Quarterly journal entries.
- Quarterly download from your bank, credit cards and other source documents.
- Categorize in excel and import into your accounting system.
- Business Tax Return & One 1040.
- Tax estimates.
- One person payroll.
- Simple fixed asset tracking.
Gold
CASH OR ACCRUAL BASIS
$200/mo
- Bi-monthly remote zoom sessions.
- Monthly journal entries.
- Business tax return and one 1040.
- Tax projections & tax reduction, minimization planning
- Accounts payable or write up.
- 1-5 employees either outside or internal.
- Complex fixed asset tracking.
- Monthly one to one meetings.
- Internal control evaluation.
- Exclusive Slack channel
Platinum
ACCRUAL BASIS, INVENTORY, JOB COSTING
$500/mo
- Weekly remote zoom sessions.
- Real time books and records.
- Accounts payable. Inclusive of generating authorized checks for payment. In addition authorized ACH and EFT payments. Merchant services have additional fees.
- Setup Bill.com app to utilize PO‘s. Phone app available.
- Financial Modeling
- Budget & forecasting.
- Forensic, fraud review.
- Exclusive Slack channel
Vital to business success.
The accounting finance functions are integral to success. Most of all, financial reporting is vital in today’s competitive market place. In other words, timely reporting can give businesses the edge to succeed.
Free Certified QuickBooks ProAdvisor consulting
On-site or remote service
I care about my prospective clients success. Because I care I offer 90 minutes of free consultation.
Call 732-398-5530, Today
Located in the Galleria Mall, Fort Lauderdale
Schedule a time to visit us / Go to your Office.Convenient Location
David Weinstein MBA CPA CFE
Contact Us
For inquiries or requests that require a more personal response, I will make every attempt to respond within 48 hours.