Basic
Business & Tax Planning Meetings Twice a Year
- Annual Income Tax Filing
- Annual Tax Prep Optimization Call
- IRS & State Notice Responses (SMD Prepared Return)
- Quarterly Estimated Tax Calculations (Twice a Year Calculations)
- Meetings w/ Wealth Mgt Affiliate* (Up to 2X per year)
- Entity Mapping & Optimization
- Payroll Setup and Onboarding* ($500 per entity)
- Reasonable Compensation Analysis (Annual Updates Included)
*If you are a client of that Affiliate.
*With SMD preferred providers.
Proactive
Business & Tax Planning Meetings Twice a Year
- Includes Everything in Basic Plus:
- Free Email Questions & Correspondence (Unlimited)
- Meetings w/ Wealth Mgt Affiliate* (Up to 4X per year)
*If you are a client of that Affiliate.
*With SMD preferred providers.
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Core
Business & Tax Planning Meetings Quarterly
- Includes Everything in Proactive Plus:
- Meetings w/ Wealth Mgt Affiliate* (Unlimited)
- Entity Mapping & Optimization
- Custom KPI Dashboard Creation & Updates
- Business Forecasting (Annual Updates Included)
*If you are a client of that Affiliate.
*With SMD preferred providers.
Complete
Business & Tax Planning Meetings Monthly
- Includes Everything in Core Plus:
- Reasonable Compensation Analysis (Annual Updates Included)
*If you are a client of that Affiliate.
*With SMD preferred providers.
Compare Plans
Features
Basic
Proactive
Core
Complete
2x per year
2× per year
Quarterly
Monthly
(SMD Prepared Return)
(SMD Prepared Return)
2× per year
*If client of affiliate
Up to 2x
Up to 4x
Annual Updates
Semi-Annual Updates
$500 per entity
Annual Updates
Annual Updates
Annual Updates
Annual Updates
Additional Services Available
- Additional 1 hour Meetings
- Additional Companies for SMD Monthly Bookkeeping
- Additional SMD Monthly Sales Tax Filing Services
- Additional Annual Income Tax Filing
- IRS & State Notice Responses
(Non-SMD Prepared Return) - IRS & State Audit Representation
(SMD Prepared Return) - IRS & State Audit Representation
(Non-SMD Prepared Return) - Legal Services by SMD Affiliate
- Estate Planning Services by SMD Affiliate
- Special Business & Tax Projects
Features
Basic
Proactive
Core
Complete
(if requested by client)
$2,000/ each
(Up to 1 per year)
$1,500/ each
(Up to 1 per year)
$1,500/ each
(Up to 2 per year)
$750/ each
(Up to 3 per year)
per company per state
per company per state
per company per state
per company per state
(Non-SMD Prepared Return)
(SMD Prepared Return)
$400/hr with $2500 minimum
$400/hr with $2500 minimum
$400/hr with $2500 minimum
$400/hr with no minimum
(Non-SMD Prepared Return)
$600/hr with $7500 minimum
$600/hr with $6000 minimum
$600/hr with $5000 minimum
$500/hr with $5000 minimum
Pricing Available Upon Request
Pricing Available Upon Request
Pricing Available Upon Request
Pricing Available Upon Request
Pricing Available Upon Request
Pricing Available Upon Request
Pricing Available Upon Request
Pricing Available Upon Request
Pricing Available Upon Request
Pricing Available Upon Request
Pricing Available Upon Request
Pricing Available Upon Request