What's Included with Platinum
Business Structure
- Analysis & recommendation
- Incorporation & setup
- Entity Renewal
- Foreign registration tracking
- Multi-structure
- Payroll (for S-Corps): Owners + 1
Tax Management
- 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)
Accounting Management
- Bookkeeping
- Multi-jurisdiction tracking
- Financial statements & reporting (monthly)
- Financial analysis
- Custom chart of accounts
Payroll Management
- Reasonable compensation study
- Review payroll plan (unlimited)
- Auto-pilot
- Off-cycle payroll
- Paystubs, W-2
- Employees (3 included, $25/mo per additional employee)
Guidance & Expert Advice
- 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)
Add-ons
- 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)