Schedule Call

calendly.com/taxgeaks

  • Start-up

    0$
    Valid for one week
    • Annual Budget Preparation
    • Financial Statement Preparation
    • Payroll Management
    • Bank Account Reconciliation for Operating and Trust
    • Credit Card Account Reconciliation
    • Accounts Payable (includes settlement payments)
    • Cash Flow Projections
    • Calculation of Estimated Quarterly Federal Taxes
    • Document Management
    • Annual Income Tax Preparation for Business
    • Tax Planning
    • Prepare and Send 1099s
  • Best Value

    Growth

    0$
    Valid for one week
    • Annual Budget Preparation
    • Financial Statement Preparation
    • Payroll Management
    • Bank Account Reconciliation for Operating and Trust
    • Credit Card Account Reconciliation
    • Accounts Payable (includes settlement payments)
    • Cash Flow Projections
    • Calculation of Estimated Quarterly Federal Taxes
    • Document Management
    • Annual Income Tax Preparation for Business
    • Tax Planning
    • Prepare and Send 1099s
    • Monthly Financial Review with CFO
    • Accounts Receivable
  • Mature

    0$
    Valid for one week
    • Annual Budget Preparation
    • Financial Statement Preparation
    • Payroll Management
    • Bank Account Reconciliation for Operating and Trust
    • Credit Card Account Reconciliation
    • Accounts Payable (includes settlement payments)
    • Cash Flow Projections
    • Calculation of Estimated Quarterly Federal Taxes
    • Document Management
    • Annual Income Tax Preparation for Business
    • Tax Planning
    • Prepare and Send 1099s
    • Monthly Financial Review with CFO
    • Accounts Receivable
    • Annual Income Tax Preparation for Individual
    • Three-Way Trust Reconciliation
    • Trust Account Reporting
    • Revenue Forecast Model
    • Practice Management Software Optimization
    • Matter Costs Accounting