Business Solutions Packages

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

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