• This is for the client that is in a Partnership or S Corporation, including LLCs that need business consulting, accounting, and tax services. Monthly fee is $375.

    >Business consulting including review of your business structure, review of your business plan, and understanding your financials.

    >Accounting work related to transactional review and input (does not include payroll processing, depositing of client funds, or paying of bills for client)

    >Preparation of your Partnership or S Corporation Tax Returns

    > Set up or Cleanup of your accounting software( includes QBO, Xero, or other accounting software that you are utilizing)

    >Conversion and transferring of accounting software

    >Review and Preparation of 1099MISC and 1099NEC year end forms

    >Quarterly check in with client for the preparation of estimates, where applicable

    >Access to monthly and weekly newsletters, blog posts, and YFM podcast

    >Access 24/7 to your documents and correspondence through my Secure Client Portal

    >Year-round Availability to Samantha M. Besnoff, CPA**

    **Based off of hours posted within my appointment scheduler

  • This is for the client that is a sole-proprietor or single-member LLC that needs business consulting, accounting, and tax services. Monthly fee is $325.

    If you just need individual tax return work without the business consulting, please see Individual Tax Rate.

    >Business consulting including review of your business structure, review of your business plan, and understanding your financials.

    >Accounting work related to transactional review and input (does not include payroll processing, depositing of client funds, or paying of bills for client)

    >Preparation of the 1040 Personal Income Tax Return including the Schedule C or Schedule E Rental Business forms***

    >Setup or Cleanup of your accounting software( includes QBO, Xero, or other accounting software that you are utilizing)

    >Conversion and transferring of accounting software

    >Review and Preparation of 1099MISC and 1099NEC year end forms

    >Quarterly check in with client for the preparation of estimates, where applicable

    >Access to monthly and weekly newsletters, blog posts, and YFM podcast

    >Access 24/7 to your documents and correspondence through my Secure Client Portal

    >Year-round Availability to Samantha M. Besnoff, CPA**

    **Based off of hours posted within my appointment scheduler

    ***If you just need individual tax return work without the business consulting, please see Individual Tax Rate