Identify and flag errors, duplicates, and uncategorized items
Minor chart of accounts adjustments
End-of-year summary report to prep for taxes
3 User Access
Bank & credit card reconciliations
Fixing misclassifications
Chart of accounts cleanup
Vendor & customer list review
Final reports: P&L, Balance Sheet, General Ledger
3 User Access
Federal Tax Return (Form 1040)
State Tax Return
Electronic Filing (E-file)
IRS-Compliant Documentation
Year-Round Support for Tax Questions
Income Reporting (W-2, 1099, Interest, Dividends, etc.)
Deductions & Credits Optimization
Schedules A, B, C, D, E, SE, and K-1 as needed
Capital Gains & Investment Income
Self-Employment & Small Business Income
Rental Property Income
Depreciation Calculations
3 User Access
Up to 250 transactions per month
Bank & credit card reconciliation (up to 4 accounts)
Income, expense, and payroll categorization
Full financial reporting (P&L, Balance Sheet, Cash Flow)
Sales tax reporting & reminders
Priority email + chat support
Monthly consultation (30 minutes)
3 User Access
Above-250 transactions per month
Reconciliation of multiple bank & credit card accounts
Advanced financial reporting (custom dashboards, monthly insights)
Full payroll entry and adjustments
Detailed accounts payable & receivable management
Sales tax filing support
Monthly performance review call (up to 1 hour)
Priority support
3 User Access
