What's Included with Digital
Business Structure
- Analysis & recommendation
- Incorporation & setup
- Entity Renewal (additional fee)
- Payroll (for S-Corps): Owners Only
Tax Management
- Predictive federal tax forecast
- Quarterly payments (via payroll)
- Deductions management
- Health insurance premiums
- Business tax preparation & filing
- Personal tax (1040) management (additional fee)
Accounting Management
- Bookkeeping
- Multi-jurisdiction tracking (additional fee)
- Financial statements & reporting (upon request)
Payroll Management
- Reasonable compensation study
- Review payroll plan (annually)
- Auto-pilot
- Off-cycle payroll
- Paystubs, W-2
- Employees ($25/mo per employee, up to 3)
Guidance & Expert Advice
- Support (Chat & Tickets)
- Schedule a support call (for escalations only)
- Hit the expert (weekly, unlimited)
- Education & knowledge base (unlimited access)
- Consultation sessions (1 included per year, not during blackout dates) (more sessions can be purchased)
Add-ons
- Personal tax return (1040) preparation and filing (starts at $1,000 or $75/month)
- Non-Formations Tax amendments (priced per amendment)
- Access to health insurance through Vault (1-time fee for setup)
- LLC Renewal ($100/year)
- Additional consultation sessions ($500 per session)
- Additional payroll ($25/employee/month, up to 3 employees)