What's Included in the Gold Plan
Business Tax Return Preparation
Tax preparation shouldn't be a once-a-year scramble. Because we manage your books every month, we catch tax-saving opportunities throughout the year—not in March when it's too late.
What you get:
✓ Preparation and filing of business tax returns (1065, 1120, 1120S, 990)
✓ K-1 preparation for partners and shareholders
✓ State franchise tax filing
✓ Year-round tax planning and strategy
✓ Quarterly tax review meetings
✓ Coordination with your CPA (if desired)
Why it matters:
Minimize your tax liability legally and strategically. No more last-minute panic. No more wondering if you missed deductions. Just confident, compliant tax filing backed by clean books all year long.
Management Reporting Package
Comprehensive monthly reporting including:
✓ Profit & Loss Statement
✓ Balance Sheet
✓ Cash Flow Statement/Analysis
✓ Strategic tax planning
✓ Quarterly tax strategy reviews
Specialty Tax Compliance
✓ Use tax filing
✓ Liquor tax filing (if applicable)
✓ Other specialty taxes as needed for your industry
Is the Gold Plan Right for Your Business?
The Gold plan is perfect for:
✓ Established businesses wanting comprehensive financial management
✓ Companies that want one provider for ALL financial needs
✓ Businesses tired of coordinating between bookkeeper and tax preparer
✓ Organizations with complex tax situations (multiple entities, states)
✓ Nonprofits needing Form 990 preparation
✓ Businesses wanting year-round tax planning, not just tax season prep
Typical businesses we serve:
- Partnerships and multi-member LLCs
- S-Corporations and C-Corporations
- Nonprofits (501c3 organizations)
- Multi-state businesses
- Businesses with complex tax situations
- Companies with $500K+ in revenue