Pricing Plans

Is the pricing on this sheet guaranteed to be the same?

The pricing on this price sheet reflects the most common use cases we see. We do our very best to adhere to this structure – but with accounting there are fringe cases that we need to take into consideration. If during the discovery process we find those fringe cases – we will make sure to discuss those with you.

Is there an annual contract?

No – but we do ask you to provide a 30 day cancellation notice.

Why am I paying for tax returns monthly when they are due to file next year?

We want to ensure that we provide superior service to our clients. Meaning we need to know which clients of ours are committed to tax file with us for the following year.

Can I pay with a credit card?

Yes we ask for credit card payments for all clean up projects, and any recurring billing under $2,000. For any billing over $2,000 we ask to add an ACH payment method on file.

When will I pay my bill?

All bills are due the 1st of the month. Initial one-time fees are due 50% on start, 50% on completion.

Can I cancel and get my money back if I am not happy?

Absolutely – if we start working and you’re not happy we can refund all fees within 30 days of payment.

How exactly will my pricing vary month-to-month.

Your price will not vary month-to-month – in the beginning of our engagement we will agree on pricing for next 12 month. As long as your accounting needs to do not change drastically – we will not increase the price. If your situation changes drastically – we will have an early renewal discussion.

What accounting software do you use?

Currently we use Xero only. We found that for speed, reporting customization and accuracy on cash and accrual basis Xero is a superior software.

What if I haven’t seen a software or sales channel you work with on your website?

We work with many applications and sales channels – too many to list. Be sure to ask us if you don’t see one listed.

What software do you pay for, and what am I responsible for?

The client is responsible for all software cost. As an accounting firm – we receive discounts on software we purchase and we can pass that discount to you or you can pay directly to the vendor. 

How much does the average client pay in app expenses?

Each clients needs differ based on their business model. We can help you determine which options you should choose. We will not add something to your premium without your consent.

I have a lot of previous bookkeeping that needs to be done. Can you help me with this?

During our discovery process we determine exactly what needs to be done to correct any previous periods.

I do my own accounting – but want someone to double check – can you help with that?

At this time we don’t provide review services.

I have subsidiaries outside of the US – can you help with that?

Although we can do consolidation as a special project for a US parent entity – we don’t do bookkeeping outside of the US unless we can do accounting based on US standards.

Is there a tax-only plan?

At this time we don’t provide tax-only services. This may change in the future. Be sure to get on our email list to get our most recent updates.

Do I have to file a separate business return? 

Whether you are a Single Member LLC (SMLLC), Partnership, Multi-Member LLC, S-Corporation, C-Corporation, the business entity may have a separate filing requirement. With exception of the SMLLC, all other business tax entities have a separate filing requirement from the individual return. This may be subject to business tax depending on the entities structure and classification.

Do I need to file a state return?

Generally, you file a state business return in the state and city where you operate in. You may be required to file in additional states, if it is determined you have “nexus” in a state.

What is the best structure for tax savings?

There is no one best structure for optimal tax savings strategy. Tax planning and professional research on different industries, we implement tax saving strategies as your business grows.

Do I have to pay taxes throughout the year?

Whether it is for your business tax, personal passthrough income tax, or state taxes, you may be required to pay estimated tax. This covers your income tax liability throughout the year. With our projection and tax estimate services, we make sure you are always in safe harbor (penalty proof). We provide recommendations for estimated payments, based on your year to date tax liability should you sign up for tax planning service.

What if I have questions regarding my business taxes?

We make recommendations on tax savings strategies and filing requirements throughout the year. With tax planning support, we will advise you based on your industry, on items like: a bank filing requirement, an accountant’s letter, or any other general questions.

What is NOT included in tax support?

Any legal discussions related to law and not tax will be excluded. We do not make any investment recommendations. We can discuss investments from a tax saving lens.

How will I know how many states we have to file in?

In the beginning of each engagement we will conduct a Free Nexus Study – identifying the states where you should be filing in order to stay compliant.

What if I missed registering for a particular state?

If you haven’t been collecting tax in a state where you should have been – we advise a voluntary disclosure to pay the sales tax owed. We will present you with options for this decision.

What software is required for computing sales tax?

TaxJar Basic or Avalara is required. Avalara has specific plans and they need to be reviewed with the Avalara sales team. Typically Avalara is a better option for digital only products and TaxJar or Numeral is a better option for ecommerce. We can help you determine which options you should choose.