What IS included in our weekly fee


  • Internal Use Only Balance Sheet and Income Statement
  • Sales Tax Returns
  • Bank Reconciliations
  • Credit Card Reconciliations
  • General Ledger Review and Corrections
  • Calculation of Payroll Tax Deposits if Applicable
  • Unlimited Short duration discussions of tax and accounting matters


  • Quarterly Review and Discussion of Operations, Financial Statements and Current Tax Situation
  • Quarterly Federal and State Payroll Tax Returns If Applicable
  • Quarterly Update to Depreciation Entries


  • Year End Tax Planning and Analysis
  • Closing of Company Books and Year End Adjusting Entries
  • Preparation of Federal Form 940