Services
Choose the Bundle that Meets Your Needs
Tier 1: Compliance Essentials
$800/month
Best for: Freelancers, sole proprietors, and small LLCs that need reliable compliance, clean books, and tax readiness — without ongoing advisory.
Includes:
- Bookkeeping up to 150 transactions/month
- Monthly bank and credit card reconciliations
- QuickBooks Online Plus subscription
- Quarterly financial statements
- Profit & Loss
- Balance Sheet
- Statement of Cash Flows
- Business or individual return (1 Federal + 1 State)
- Quarterly email check-ins and compliance reminders
- Secure client portal access (TaxDome)
- Protection Plus audit & Identity theft coverage (included with all returns)
Not included:
- Payroll Services
- Monthly advisory meetings
- Cleanup, setup, or prior-year work
- Strategic tax planning beyond basic estimates
Tier 2: Growth & Strategy
$1,500/month
Best for: Growing LLCs and S-corps that want proactive tax planning, payroll support, and consistent advisory guidance.
Includes everything in Tier 1, plus:
- Upgrade to QuickBooks Online Advanced
- QuickBooks Payroll for up to 5 employees
- Payroll administration, filings, and direct deposit
- Quarterly tax planning
- Estimated tax calculations
- S-Corp reasonable compensation analysis
- Monthly advisory meeting (30–45 minutes with written summary)
- Annual business review and year-end planning roadmap
Tier 3: CFO Advisory Partnership
$2,500+/month
Best for: Established, multi-entity, or high-growth businesses seeking financial leadership and strategic guidance.
Includes everything in Tier 2, plus:
- Upgrade to QuickBooks Enterprise
- ADP payroll (up to 5 employees; HR services available as add-ons)
- Virtual CFO services
- Budgeting and cash-flow forecasting
- Financial analysis and decision support
- Advanced tax planning:
- Multi-entity structuring
- Advanced S-corp optimization
- Priority scheduling (minimum 2-business-day response)
- Monthly advisory meetings (30–45 minutes)
Add-On and 1-Time Services
|
Service |
Fee |
|
Entity Formation (LLC / S-Corp) |
$250 flat + state fees |
|
Additional Payroll Employees |
$40 per employee per payroll |
|
Additional Rental Properties |
$100 per property / year |
|
Bookkeeping Cleanup / Catch-Up |
$95/hr or project quote |
|
IRS or State Representation |
$175/hr |
|
Estate & Gift Returns |
By quote |
|
Farms / Nonprofits |
By quote |
|
Out-of-Scope Work |
$175/hr |
Core Services Reference Menu
Tax Planning and Advisory
We take the stress out of tax season with proactive planning and year-round support. From accurate filings to smart strategies that minimize liability, we help your business stay compliant and keep more of what you earn — without the last-minute rush.
Includes:
- Quarterly estimated tax projections
- S-corp reasonable compensation analysis
- Depreciation & Section 179 planning
- Rental and real estate tax strategy
- Entity structuring and income-shifting strategies
- Nexus and multi-state considerations
Tax Preparation and Filing
Accurate, compliant, and handled with care.
We prepare and file federal and state tax returns for individuals and businesses, ensuring everything is completed correctly, on time, and with full audit protection included. Our process is secure, streamlined, and designed to reduce stress while keeping you fully compliant with current tax laws—no guesswork, no last-minute scrambles.
Includes:
- Individual: 1040 with Schedules A, B, C, D, E, F
- Business: 1120, 1120S, 1065
- Sales & use tax, business personal property tax
- K-1 preparation
- Multi-state filings (as applicable)
Payroll and Payroll Tax Services
Accurate payroll, filed on time—without the administrative headache.
We handle payroll processing, tax withholdings, filings, and required remittances so your team gets paid correctly and your business stays compliant. From direct deposit and payroll reports to quarterly and annual payroll tax filings, we manage the details and deadlines—reducing risk while freeing you up to focus on running your business.
Includes:
- Payroll processing and direct deposit
- Federal and state payroll tax filings
- Quarterly and annual filings (941, W-2, W-3, 1099)
- New hire reporting and employee record maintenance
Bookkeeping
Clean books you can trust.
We manage your bookkeeping with precision—tracking transactions, reconciling accounts, and delivering clear financial statements so you always know where your business stands. Accurate books aren’t just about compliance—they’re the foundation for better decisions, smoother tax filing, and long-term financial health.
Includes:
- Monthly transaction categorization (up to scope limits)
- Bank and credit card reconciliations
- Accounts payable and receivable tracking
- Financial statements: Profit & Loss, Balance Sheet, Cash Flow
Virtual CFO & Advisory
A strong budget builds confidence and control. We’ll work with you to create realistic, flexible budgets that align with your goals, improve cash flow, and keep your business financially steady throughout the year.
Includes:
- Cash flow forecasting and budgeting
- KPI dashboards and financial metrics
- Strategic planning and decision support
- Growth, expansion, and risk analysis
Questions about our services?
Smarter Financial Decisions Start Here
At Advisory & Tax Solutions, we help business owners turn financial complexity into clarity. Our team takes the time to understand your goals, challenges, and growth plans so we can build strategies that make sense for your unique business. From optimizing cash flow to proactive tax planning, we’re here to help you make confident, informed decisions that move your business forward.
Your Trusted Partner in Growth and Stability
With ATS, you get more than an accountant — you get a trusted advisor invested in your success. We provide year-round support, practical guidance, and the financial insight you need to lead your business with confidence. Whether you’re just starting out or scaling to new heights, we’re here to simplify the process and help you achieve lasting stability and growth.
Strategy. Clarity. Confidence.
Let us help calculate your success
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