Business Advisor Program

The Gold Plan

Compliance with the IRS & Other Taxing Agencies

• Preparation of Corporate Federal Income Tax Return (1120, 1120-S, or 1065)
• Preparation of State Franchise Tax Reports
• Corporate Income Tax Projection
• Calculation of Corporate Estimated Tax Payments
• Preparation of Monthly/Quarterly Sales Tax Returns

Financial Reporting

• Quarterly Controller-on-Call service

Management Advisory

• Budget / 24 Month Cash Flow Projection
• Quarterly Budget-to-Actual Reports
• Quarterly Business Performance Reports
• Quarterly Meetings/Conferences with Management
• Access to more than a dozen seasoned tax and accounting professionals

Individual - Tax & Budget

• Preparation of Individual Federal Income Tax Return (1040) 
• Individual Income Tax Projection
• Calculation of Individual Estimated Tax Payments
• Preparation of Personal Budget
• Individual Income Tax Planning

 Back to Business Advisor Program