Complete Accounting Package

 

All packages include UNLIMITED consultation throughout the year. All phone calls and questions answered within 1 business day, GUARANTEED!

 

Summary of Services

  • Bookkeeping

  • Payroll

  • Sales Tax

  • Estimated Tax Projections

  • Retirement Contribution Planning

  • Annual Report Filing

  • IRS and Illinois Dept of Revenue correspondence on all tax notices

  • Business tax return

  • Individual tax return

  • Annual Tax Planning for both business and personal

Client Benefits

  • Complete monthly up-to-date books

  • Massive amounts of time savings

  • Complimentary personal yearly return included

  • Client has more time to work on business or enjoy their time off

  • Monthly and Quarterly reports emailed right to your inbox upon request

  • Up-to-date reports for easy projections

  • Trusted adviser to work with for both business and personal tax planning

 

Monthly

bookkeeping

  • Enter transactions and adjusting journal entries as needed

  • Bank Reconciliation

  • Credit Card Reconciliation

  • Provide Monthly Financial Statements

Payroll

  • Process payroll wages

  • Submit payroll tax deposits

Sales Tax

  • File monthly sales tax return

  • Process sales tax payment

Quarterly

  • Prepare, process and file payroll tax returns

  • Review income and determine estimated tax payments

  • Provide quarterly financial statements with comparison to prior period to show business progress

Annually

  • Prepare and file business tax return

  • File annual payroll tax returns

  • Process and file W2s and 1099’s and corresponding IRS forms

  • Prepare Annual Corporate Report / LLC renewal

  • Calculate amount and advise on retirement contributions

  • Prepare and file personal tax return