Taxes, Accounting and Bookkeeping Services for Businesses
As a business owner, keeping track of your financial statements can take up a lot of valuable time. Outsource your tax preparation, accounting, and bookkeeping to the experts so you can focus on growing your business.
Accounting
| Growth Select Growth | Core Select Core | Start-up Select Start-up |
|
|---|---|---|---|
Services | Comprehensive approach for well established companies. starts at$4,500/month | Essential accounting for established businesses aiming to advance. starts at$1,500/month | Affordable accounting package built for new companies. starts at$500/month |
| Bookkeeping | Monthly | Monthly | Monthly |
| 1099-NEC Filings | Yes | Yes | Yes |
| Access to portal | Yes | Yes | Yes |
| Financial statements (balance sheet, income statement, and cash flow statement) | Monthly | Monthly | |
| Pay vendor bills | Yes | Yes | |
| Prepare and send customer invoices | Yes | Yes | |
| Budget set-up and review | Monthly | Quarterly | |
| Cash flow forecasting and analysis | Monthly | Quarterly | |
| Payroll management | Yes | Yes | |
| Zoom financial check-in meetings | Monthly | Quarterly | |
| Capitalize software and product development expenses | Yes | ||
| Revenue recognition - GAAP (ASC 606) | Yes | ||
| App training and set-up | Yes | ||
| Accrual accounting | Yes | ||
| Select Growth | Select Core | Select Start-up |
Growth
Comprehensive approach for well established companies.
(starting at $4,500 / Month)
SERVICES
- Monthly Bookkeeping
- 1099-NEC Filings
- Access to Portal
- Monthly Financial statements (balance sheet, income statement, and cash flow statement)
- Pay vendor bills
- Prepare and send customer invoices
- Monthly Budget set-up and review
- Monthly Cash Flow Forecasting and Analysis
- Payroll management
- Monthly Zoom check-in meetings
- Capitalize software and product development expenses
- Revenue recognition – GAAP (ASC 606)
- App training and set-up
- Accrual Accounting
Core – Popular!
Essential accounting for established businesses aiming to advance.
(starting at $1,500 / Month)
SERVICES
- Monthly Bookkeeping
- 1099-NEC Filings
- Access to Portal
- Monthly Financial statements (balance sheet, income statement, and cash flow statement)
- Pay vendor bills
- Prepare and send customer invoices
- Quarterly Budget set-up and review
- Quarterly Cash Flow Forecasting and Analysis
- Payroll management
- Quarterly Zoom check-in meetings
Start-up
Affordable accounting package built for new companies.
(starting at $500 / Month)
SERVICES
- Monthly Bookkeeping
- 1099-NEC Filings
- Access to Portal
Individual Taxes
| Premium Schedule a Call | Essential Schedule a Call | Compliance Schedule a Call |
|
|---|---|---|---|
Services | Starting at $9,000/year | Starting at $5,000/year | Starting at $1,800/year |
| Preparation and filing of US and State tax returns | Yes | Yes | Yes |
| Access to tax saving tips and videos | Yes | Yes | Yes |
| Tax return review | Virtual meeting via Zoom | Recorded video | Recorded video |
| Tax strategy call | Quarterly | Quarterly | Annually |
| Quarterly tax estimates | Custom - actual income | Custom - actual income | Safe Harbor |
| Quarterly tax estimate email reminders | Yes | Yes | Yes |
| Filing Extensions | Client's discretion | Client's discretion | Firm's discretion |
| Review all IRS/State letters received | Yes | Yes | Yes |
| Addressing IRS and State Letters (* = additional fee applies) | Yes | Yes* | Yes* |
| Personalized tax plan | Three (3) Tax Scenarios | One (1) Tax Scenario | |
| Schedule a Call | Schedule a Call | Schedule a Call |
Personal Premium
(starting at $9,000)
- Preparation and filing of US and State tax returns
- Access to tax saving tips and videos
- Virtual tax return review via Zoom meeting
- Quarterly Tax Strategy Calls
- Custom quarterly tax estimates based on actual income
- Extension filing available at client’s discretion
- Review of all IRS/State letters received
- IRS and State letters addressed
- Personalized tax plan with three (3) tax scenarios
Personal Essential
(starting at $5,000)
- Preparation and filing of US and State tax returns
- Access to tax saving tips and videos
- Recorded tax return review
- Quarterly Tax Strategy Calls
- Custom quarterly tax estimates based on actual income
- Extension filing available at client’s discretion
- Review of all IRS/State letters received
- * IRS and State letters can be addressed for an additional fee
- Personalized tax plan with one (1) tax scenarios
Personal Compliance
(starting at $1,800)
- Preparation and filing of US and State tax returns
- Access to tax saving tips and videos
- Recorded tax return review
- Annual Tax Strategy Call
- Quarterly tax estimates – Safe Harbor
- Extension filing available at firm’s discretion
- Review of all IRS/State letters received
- * IRS and State letters can be addressed for an additional fee
Business Taxes
Business* Tax Preparation
(starting at $3,500)
* Pasquesi Partners must manage your monthly accounting
to be eligible for business tax preparation services.
- Preparation and filing of US and State tax returns for LLC/Partnership, S-Corp and C-Corp
- Email support throughout the year
- Zoom meetings
- Recorded Loom sessions to review details