Affordable options to fit any business size and budget.
|| Handwritten Checks $3/each ||
*If your revenue is over $400K, please contact us for a custom quote
ALL PLANS COME WITH...
Federal Tax Return
Tax preparation is what we do best! Allow our Orange County tax accountant the opportunity to prepare your federal tax return and file on your behalf. We e-file your return after an IRS Enroll Agent reviews and approves our work, eliminating any discrepancies or inaccuracies in the record.
State Tax Return
When our tax accountant prepares your return, there is plenty of confidence that things are done the right way. We’ll prepare a yearly state tax return for you.
We’ll file a Schedule A as a part of your tax return, itemizing all deductions that you’ll receive for the year.
Electronic Copies of Tax Documents
We’ll email you copies of all of your tax return documents for easy and prompt storage of the records.
Corporate Tax Return
As a Partnership, you must file an 1065 each year. We prepare and e-file the 1065 document for you. The document is reviewed by our IRS Enrolled Agent before submission.
Monthly Bookkeeping Service
Our bookkeepers keep your businesses financial affairs accurate and in order on a monthly basis via our awesome bookkeeping service in Orange County.
Estimated Tax Vouchers
Every quarter and again every year, we send estimated tax vouchers and preparation instructions your way. It is easy to pay your taxes when you have easy access to the vouchers without the need for an accounting team on the project!
Communication with OnTrack Staff (Limited)
One monthly email to our staff to ask financial questions or to address any of your concern is included with our Core packages.
Financial Review Board Reports
Our Financial Review Board meets twice annually to review your business dynamics. We determine if there are any adjustments that will help your business grow financially. Once the report is made, we’ll email you a summary of our findings.
OPTIONAL ADD ON SERVICES
Some businesses require bookkeeping service more than monthly. Add our Weekly Books service to better track your business transactions.
This provides you with unlimited phone calls and emails with our bookkeeper and tax accountant.
Think of this as an insurance policy on your tax returns. With this service we will respond to all tax notices you may receive and represent you in an audit.
By far our most popular add-on offering. With this service, we will help you implement strategies that reduce your tax liability each year.
We will help you with all aspects of Corporate Setup. We’ll help you register for an EIN number, file state taxes, and help complete forms necessary for S-Corporation listings.
Use our add-on service and receive extremely discounted pricing for this incredible, highly useful software. If you use bookkeeping service, you need this software, especially at this price!
Filing a tax return for your rental property? Add this service and we’ll report all of the rental income you’ve earned via special tax filings. Our numbers are accurate and precise.
If you live in an area that requires local tax returns, add the Local Taxes feature to your packages.
Personal Tax Return
Need your personal tax return prepared by our in-house EA team? We will prepare all of you’re personal federal and state returns with this add-on feature.
Our team offers Accounts Payable services. We pay all of the invoices and alleviate the need for this tiresome task. Just add-on this feature and we’ll take care of it all.
A small per-employee fee ($6 per person) is all that it costs to add-on our Payroll feature. With this addition, we’ll help run your payroll activities and file returns, too. We even take care of setup!
Additional State Returns
One state return filing is included with our Core package. Add-on ASR if you need a return filed in multiple states.