What's Included with Standard
Business Structure
- Analysis & recommendation
- Incorporation & setup
- Entity Renewal
- Foreign registration tracking
- 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
- Personal tax (1040) management (additional fee)
Accounting Management
- Bookkeeping
- Multi-jurisdiction tracking (additional fee)
- Financial statements & reporting (quarterly)
Payroll Management
- Reasonable compensation study
- Review payroll plan (quarterly)
- Auto-pilot
- Off-cycle payroll
- Paystubs, W-2
- Employees (Owner + one included, $25/mo per additional employee, up to 5)
Guidance & Expert Advice
- Support (Tickets, Chat & Email)
- Schedule a support call (3-day notice)
- Hit the expert (weekly, unlimited)
- Education & knowledge base (unlimited access)
- Quarterly Business Review (recorded)
- Success manager (dedicated team)
- Consultation sessions (4 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/mo)
- Non-Formations tax amendments (priced per amendment)
- 401K recording (1-time fee)
- Access to health insurance through Vault (1-time fee for setup)
- LLC renewal (included)
- Cost segregation (1-time fee)
- Additional consultation sessions ($500 per session or $1,000 for a package of 4)
- Additional payroll ($25/employee/month, up to 5 employees)