Business Packages

https://youtu.be/jBlnKx7n9MA Platinum Package: This package is intended for the business owner who wants to outsource as much as possible, including: Monthly Accounting: We take care of your books Monthly Reporting: Reports covering what you need to know to grow State & Local Tax Preparation Quarterly Check-ins: Federal Estimated Tax payment calculation Retirement Contributions Video Check-in going over your books Gold Package: This package is intended for the business owner who is growing their practice and needs a little help and includes: Monthly Accounting: We take care of your books on a monthly basis State & Local Tax Preparation Monthly reporting…
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Tax Preparation Packages

https://youtu.be/r2bJixUByhw We will be offering three different packages for 2019 tax preparation services: Shield & Crystal Ball: We recommend this package to anyone who has RSUs, rentals, or are self-employed and not on one of our business plans. This is the package that includes all of our tax services with all of the bells and whistles: Tax Preparation Services: We will prepare your tax return IRS Account Monitoring: We monitor your account with the IRS — this gives us access to any changes that might be made to your account, such as new forms issued in your name, if you…
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RSU’s

RSU’s

How to Deal with RSU's Many clients ask us: “have you dealt with RSUs before?” We have, but before we dive any deeper into how we handle RSUs, let’s take a minute to discuss them. RSUs, or Restricted Stock Units, are a way to compensate employees. It’s a method that’s used very frequently in the tech industry. An employee is given stock grants that vest on a set schedule. On the vesting date, they receive the right to the stock, at which time it is taxed and included in the employee’s compensation. Sell to Cover: This usually is an option…
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