Our E-Assist program is ideal for the small business owner. Our system allows you to track and submit income and expenses to our E-Assist portal.   The following is included in your monthly package.

 

$45.00 Monthly (Annual Revenue Under $50,000)

Package includes a 45 min success and strategy meeting

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• 20 Steps to Start Business Course (value $1,500) included with  Elite

• Free tax 411 updates and seminars 

• Automated weekly tax tips and monthly newsletters

• 15% off annual tax preparation fees

• One step ​expense reporting 

• Compliance task manager

• Printable helpful business forms 

• Review tax documents

• Quickbooks assistance  (see fee schedule)

• Access to Client Portal

• Access to "Back Office"

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