- Analysis & recommendation

- Incorporation & setup

- Entity Renewal

- Foreign registration tracking

- 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

- 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 (quarterly)

- 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)

- 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)

- 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)