SOLE PROPRIETOR PACKAGES
Affordable options to fit any business size and budget.
StarterNo Credit Card Required
- Revenue of
- $0 – $50K
BasicNo Credit Card Required
- Revenue of
- $50 – $125K
ProNo Credit Card Required
- Revenue of
- $125K – $250K
EliteNo Credit Card Required
- Revenue of
- $250K – $400K*
|| Handwritten Checks $3/each ||
*If your revenue is over $400K, please contact us for a custom quote
ALL PLANS COME WITH…
Federal Tax Return
Each year we will prepare and e-file form 1040 which is your personal tax return. All returns are reviewed by a EA or CPA and you will always approve everything before we file.
As part of your personal tax return, we will prepare a schedule of all itemized deductions helping you reduce tax liability and ensuring we find every deduction possible.
Because you are a sole proprietor, you must file this schedule to report your profit and loss from the business. We’ll ensure you are reporting all your business information accurately.
Estimated Tax Vouchers
We’ll send you vouchers and instructions each year for your annual and quarterly tax payments. This makes paying your taxes a snap.
State Tax Return
Included with every package is one state tax return prepared and filed for you.
Electronic Copies of Tax Documents
After we e-file your returns, we’ll send you an encrypted email with copies of all your documents that you can store with your personal records.
Monthly Bookkeeping Service
Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each month.
Communication with BATS Staff (Limited)
All Core packages come with 1 monthly email to our staff for financial questions and concerns.
Financial Review Board Reports
2 times per year our Financial Review Board meets internally to review all aspects of your business from top to bottom to determine if we can make any recommendations to help you and your business. You will receive a summary of what we discuss after each meeting.
OPTIONAL ADD ON SERVICES
Need your books done more often than monthly? Add on this service for weekly reconciliations of your business transactions.
Let us roll out the red carpet support service! With this add-on you get unlimited emails, phone calls, and meetings with our accounting staff.
Think of this as an insurance policy on your tax returns. With this service we will respond to all tax notices you may receive and represent you in an audit.
By far our most popular add-on offering. With this service, we will help you implement strategies that reduce your tax liability each year.
Need to file for a Corporation? We’ll file with your state, register for a new EIN and if you’d like to be an S-Corporation, we’ll take care of the forms necessary to make that election. State fees apply.
Take advantage of our discounted pricing from QuickBooks. You need this software for bookkeeping so be sure and get it at a better price than you will find anywhere online.
If you own rental properties, there are special tax filings that must be done. This add-on is an annual fee that ensures all rental income and expenses are reported accurately.
If the city you live or work in requires a separate tax return for local taxes, add this feature to your package. Local taxes can be confusing so we encourage you to let our experts prepare these for you.
Tired of sending invoices to clients? Our team can take that off your hands. We will prepare all of your invoices and receive payments for you with this add-on feature.
Tired of paying all the bills for the business each month? Our team can take that off your hands. We will receive your invoices, and make all payments for you with this add-on feature.
Need help running payroll and filing your returns? We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately. $6 per employee charge applies.
Additional State Returns
All of our core packages come with 1 state return filing. Should you need to file in multiple states, be sure and add this service to your package.