Outsourced Accounting
Offering a robust line of products to meet your personal and business needs
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It’s like having your own accounting department
About Equity
First, our name, “Equity”, which is defined as assets minus liabilities, is the value of your company. Our firm is dedicated to increasing your business assets and lowering your liabilities so that you have more personal equity commonly referred to as wealth. Second, as licensed CPAs, we are highly experienced accountants and most of all business advisors in all areas of business. Whether it’s looking at key indicators, budgeting, profit / loss analysis, cashflow management, business acquisition, due diligence, or simply how you need to pay yourselves, we can give you the advice that makes the most sense for your situation. Third, we are also well-informed business tax advisors to ensure you pay the least amount of taxes possible. In short, we are small business experts that will put more Equity in your life.
CLIENT ACCOUNTING PACKAGES
Essential
Accounting
- Q2 & Q3 Quarterly bookkeeping reviews
Tax
- Business return
- Individual return
- Salary optimization
- Strategic tax planning
- Estimated tax payments projection
Advisory
- Review estimated tax payments
- Business strategy meeting Q2 & Q3
Monthly Fee: $300 minimum
Premier
Accounting
- Monthly bookkeeping
- Reconcile bank accounts
- Distribute financials monthly
Tax
- Business return
- Individual return
- Salary optimization
- Strategic tax planning
- Estimated tax payments projection
Advisory
- Review estimated tax payments
- Business strategy meeting Q2 & Q3
Monthly fee: $550 minimum
Elite
Accounting
- Monthly bookkeeping
- Reconcile bank accounts
- Distribute financials monthly
- Bill pay/accounts payable
- Invoicing/accounts receivable
Tax
- Business return
- Salary optimization
- Strategic tax planning
- Estimated tax payments projection
- Individual(s) tax return
- 1099s filing
- Sales tax
- Business personal property tax
- Workers comp audit
Advisory
- Q1, Q2, Q3 & Q4 strategy meetings
- Budgeting/planning
- Cash flow management
- KPIs/trend analysis
- Open access to CPA
Monthly fee: $2,500 minimum
Fees
Accounting
- Monthly bookkeeping — $300 minimum
- Bookkeeping project (clean-up) — Custom Quoted
Tax Preparation
- Individual (1040) — $600 minimum
- S‐Corporation (1120‐S) — $1,200 minimum
- Partnership (1065) — $1,200 minimum
- C‐Corporation (1120) — $1,200 minimum
- Estate/Trust (1041) — $1,200 TBD
- Non‐Profit (990) — $1,200 TBD
- Business Personal Property — $500
- Sales Tax Filing — $100 each
- Amended Tax Returns ‐ Individual — $800 minimum
- Amended Tax Returns ‐ Business — $1,600 minimum
- 1099 filing — $35 each
- W‐7 ITIN application — $500
Business Advisory
- Create LLC/EIN — $400 plus state fees
- File Foreign LLC — $500 plus state fees
- Workers Compensation Audit — $450 minimum
- File S‐Corporation Election — $450
- File dba with county court — $450
Tax Representation/Resolution
- File IRS Power of Attorney — $350
- File State Power of Attorney — $350
- CPA Advisory per hour — $350
À la carte (Hourly)
- Going Concern Analysis — Custom quoted
- Business Valuation/EBITDA — $2,500 minimum
- CPA Signed Comfort Letters — $350