Sole Proprietor PACKAGES

Affordable options to fit any business size and budget.

Starter

$49/mo

Revenue of

$0 - $50K

Start for Free
No Credit Card Required
Basic

$89/mo

Revenue of

$50 - $125K

Start for Free
No Credit Card Required
Pro

$129/mo

Revenue of

$125 - $250K

Start for Free
No Credit Card Required
Elite

$169/mo

Revenue of

$250 - $400K*

Start for Free
No Credit Card Required

|| 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 CPA and you will always approve everything before we file.

State Tax Return

Included with every package is one state tax return prepared and filed for you.

Schedule A

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.

Electronic Copies of Tax Documents

After we e-file your returns, we’ll send you an email with copies of all your documents that you can store with your personal records.

Schedule C

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.

Monthly Bookkeeping Service

Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each
month.

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.

Communication with RF 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

Weekly Books

$15/mo
Need your books done more often than monthly?  Add on this service for weekly reconciliations of your business transactions.

Unlimited Support

$60/mo
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.

Audit Defense

$10/mo
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.

Tax Planning

$55/mo
By far our most popular add-on offering.  With this service, we will help you implement strategies that reduce your tax liability each year.

Corporation Setup

$450
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.

Quickbooks Online

$25/mo
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.

Rental Properties

$13/mo
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.

Local
Taxes

$13/mo
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.

Accounts Receivable

$285/mo
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.

Accounts Payable

$285/mo
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.

Payroll

$100/mo
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

$8/mo
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.

We encourage you to visit our FAQ page for a list of common questions about packages, billing, and services

FAQs

Free 60 Minute Phone Consultation

Choosing an accountant takes a bit of time, and we want you to have all the information so you can make the right decision. During our free call, we will not give you any sales pitches or high-pressure tactics. We simply want to hear about your business, and show you what we would do if you hired us.

You already know what we would charge (our pricing is on the site) so this meeting is really laid back and relaxed. No obligations, and we can guarantee you will walk away with a couple of good ideas absolutely free!

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