BUSINESS SOLUTIONS

REALTOR
SMALL
BUSINESS OWNER
TRUCKER
WHAT BUSINESS SOLUTIONS CAN DO FOR YOU

*PARTNERED WITH:

· Run your business from anywhere and stay connected with our business support partners.

· We use third-party apps made for small business owners.

· Collaborate with Professional Tax Services in real time from anywhere.

· Stay on top of your money and taxes.

 

*We also solve current IRS/State income tax situations as well as prevent future problems.

BASIC
  • Pro Tax/TripLog Integrated App

  • Automatic Mileage Tracking

  • Receipt Capture

  • Secure Auto Feeds from Banks and Cards

  • Quarterly P&L in real time, on going

  • Assistance with Quarterly taxes

  • Current year 1040 Sch C with one State return

  • Initial IRS Transcript review and analysis with professional detailed report ($375.00 Value)

  • Constant Transcript Monitoring and Review

PREMIUM
  • All Basic features Plus

  • Pro Tax / TripLog / Xero Integrated App

  • Expanded Capabilities

  • Track several different business activities

  • Track income and expenses for REO's

  • Track Personal Budget and expenses

  • Invoicing, Bill Pay Tracking

  • Client Contact CRM with document storage

ELITE
  • All Basic and Premium features Plus

  • Pro Tax / TripLog / Xero Integrated App

  • Integrated automated quarterly estimated withholdings

  • Federal and State Estimated income tax, Calculated Quarterly with forms completed

  • plus unlimited Add On's

Subscription includes:

1. The program's integrated app helps you collect the data and records, automatically, as you go about serving your clients.

 

2.   Integrated Automated Mileage Tracker.

 

3.   Scalable app to grow with you as you grow your business.

 

4.   Quarterly reports to follow-up goals, forecast the future and pay estimated taxes. Avoid the big bill when you have the big deal.

 

5.   Continuous monitoring of IRS transcript records for compliance issues and correspondence. Free transcript analysis report with professional review and advise at sign up ($375 value).

 

6.   Current Tax Year 1040 Schedule "C" Federal and State return with e-file (Additional schedules and form types available).

Customizable and Expandable - What works best for you!

© 2020 Professional Tax Services