- Analysis & recommendation

- Incorporation & setup

- Entity Renewal

- Foreign registration tracking

- Multi-structure

- Payroll (for S-Corps): Owners + 1

- Predictive federal tax forecast

- Quarterly payments (via payroll)

- Deductions management

- Health insurance premiums

- Business tax preparation & filing

- State tax management

- Notice management

- Advance tax strategy

- Personal tax (1040) management (included)

- Bookkeeping

- Multi-jurisdiction tracking

- Financial statements & reporting (monthly)

- Financial analysis

- Custom chart of accounts

- Reasonable compensation study

- Review payroll plan (unlimited)

- Auto-pilot

- Off-cycle payroll

- Paystubs, W-2

- Employees (3 included, $25/mo per additional employee)

- Support (Tickets, Chat, Email and phone)

- Schedule a support call (within 4 hours during business hours)

- Hit the expert (weekly, unlimited)

- Education & knowledge base (unlimited access)

- Quarterly Business Review (live)

- Success manager (dedicated account manager)

- Consultation sessions (unlimited)

- Non-Formations Tax amendments (priced per amendment)

- 401K Management (included, no additional fee)

- Health Insurance (included, no additional fee)

- LLC Renewal (included, no additional fee)

- Cost segregation (10% of savings)

- Additional consultation sessions (included, no additional fee)

- Additional payroll (3 included, $25/employee/month for additional employees)