- Analysis & recommendation

- Incorporation & setup

- Entity Renewal (additional fee)

- Payroll (for S-Corps): Owners Only

- Predictive federal tax forecast

- Quarterly payments (via payroll)

- Deductions management

- Health insurance premiums

- Business tax preparation & filing

- Personal tax (1040) management

- Preparation of your personal tax return, including automatic extension, Open Item List, and all schedules

- Review with a Tax Expert before filing

- Filing of the return

- Notice management and audit guarantee

- Bookkeeping

- Multi-jurisdiction tracking (additional fee)

- Financial statements & reporting (upon request)

- Reasonable compensation study

- Review payroll plan (annually)

- Auto-pilot

- Off-cycle payroll

- Paystubs, W-2

- Employees ($25/mo per employee, up to 3)

- 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)

- 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)