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Service Upgrades

One of the benefits of working with an accounting firm for tax services is that you have a team of professionals available year-round, not just during filing season. The Business Guides is here to help you with financial life issues – from understanding your business’s financial statements or fixing sticky QuickBooks situations to knowing how an inheritance or house sale will impact your tax situation.  



At our Basic service level, you choose your services a la carte and pay upon delivery of those services.

Here are some optional upgrades that can be added to a Basic plan to build the combination that best fits your needs:

  • IRS Correspondence Services for your 2022 returns – offered at time of tax filing for $250 per return.
     
  • Tax Planning – offered in the second half of the calendar year, price varies depending on complexity of tax situation, but starts at $225 for individuals, $325 for a Schedule C business and its owner, and $425 for an S Corp or Partnership and its owner(s).
     
  • New this year- 12 months of pre-paid access to the team at The Business Guides for the quick questions that come up throughout the year for you and your bookkeeper. This includes email support, plus one hour of virtual meeting time with the team – offered to S Corps & Partnerships at time of tax filing for $600.
     


We also offer Fixed-Price Packages that bundle tax preparation with year-end tax planning and other services and support, and can be divided into monthly payments to spread the cost over time. If you are a current client who is interested in seeing what a package would look like for you and your business, please reach out to Shelly on our team at shelly@thebusinessguides.com. The price will be based on the complexity of your situation, but packages for S Corps and Partnerships generally start at $200 per month.

 

 

Basic
(pay as you go)

Fixed-Price Package
(starts at $200/mo.)

Tax Preparation for business entities and owners

Priced by complexity

yes

Corrections to owner informational forms & amendments and extensions for federal income tax returns

Additional cost if needed

yes

Year-round access to team - S Corp or Partnership add-on includes 12 months of email support and one hour of virtual meeting time

Optional
$600

 

yes

IRS Correspondence Services & Audit Protection

Optional
$250/return

yes

Tax Planning in the second half of the calendar year, to project and optimize tax liability

Priced by complexity

yes

Access to education and tax tips through seminars & newsletters

yes

yes

Priority scheduling & early access to tax planning calendar

no

yes

Quarterly bookkeeping services

no

Available
as add-on

Quarterly meetings with our team

no

Available
as add-on

Option to pay in monthly installments or 5% discount if paid in full

no

yes