Manage individuals, households, and multiple businesses from one Client 360 profile, run year/period cases with independent statuses, import clients safely, and prepare verified P&L workpapers.
Approved Brand Colors
Link individuals, households, and multiple LLCs or corporations with explicit portal authorization boundaries.
Track Work, Documents, Billing, and Filing Verification separately with tasks, target dates, and internal notes.
Every firm configures its own branding, service templates, separated government fees, and controlled client imports.
| Service Name | Category | Professional Fee | Separated Gov. Charge |
|---|---|---|---|
|
Bank Statement Analysis and P&L Preparation
Organization and classification of transactions from the specified bank accounts for [period], reconciliation of statement activity, and preparation of a profit and loss report based on the available records and approved classifications.
|
Bookkeeping & Bank-to-P&L | $650.00 | $0.00 |
|
Business Operational & Cash-Flow Consulting
Advisory engagement covering agreed operational milestones, cash-flow review meetings, and documented deliverables for [period].
|
Business Advisory & Consulting | $300.00 | $0.00 |
|
Business Formation & EIN Assistance
Assistance with preparation and submission of formation documents for [entity] in [state], coordination of EIN application assistance where included, and delivery of available registration confirmations. Government charges are separately itemized.
|
Business Formation & EIN | $350.00 | $100.00 |
|
Business Income Tax Return (Form 1065 / 1120-S / Sch C)
Preparation of the federal business income tax return and partner/shareholder K-1 schedules for tax year [year] based on reconciled financial workpapers and approved classifications.
|
Individual & Business Tax Prep | $950.00 | $0.00 |
|
Individual Income Tax Preparation (Form 1040)
Preparation of the federal individual income tax return for tax year [year], including review of client-provided income records and preparation of the schedules included in the agreed scope.
|
Individual & Business Tax Prep | $450.00 | $0.00 |
|
IRS Audit & Notice Response Representation
Review of notice [identifier] for [period], organization of supporting records, and preparation of the agreed response, subject to required authorization and the defined representation scope.
|
IRS Notices & Representation | $550.00 | $0.00 |
|
Prior-Year Return & Tax Amendment (Form 1040-X / 1065-X)
Review of original tax return for tax year [year], documentation of reason for correction, preparation of amended schedules, reviewer sign-off, and filing evidence tracking.
|
Prior-Year & Amended Returns | $400.00 | $0.00 |
|
Tax Planning Consultation & Scenario Modeling
Review of the agreed financial information, discussion of planning scenarios, and delivery of documented recommendations and action items for [period].
|
Tax Planning & Projections | $450.00 | $0.00 |