Services
Services
- Business & Tax Planning Meetings:
- Quarterly Estimated Tax Calculations:
- Free Email Questions & Correspondence:
- Entity Mapping & Optimization:
- SMD Proprietary Forecasting
-
Annual Income Tax Filing by
SMD Affiliation - 3rd Party Meetings
- SMD Monthly Bookkeeping****
- QuickBooks Cleanup
- Consolidated Financials for Multiple Entities
- SMD Monthly Sales Tax Filing
- Annual 1099 Preparation
- Custom KPI Dashboard Creation & Updates
- Payroll Setup & Onboarding
(with SMD Preferred Providers) - Reasonable Compensation Analysis
Core
- Starting at
$5k/Month*
- Monthly***
- Included
- Unlimited
- Included
- Annual Updates
- Starting at:
1 Company Return
1 Personal Return
Up to 10 State Returns
Unlimited Dependent Returns
Up to 4 Per Year***- Included
For 1 Company
- Included
For 1 Company
- Up to 6 months for one company
- Included
- Included
For 1 Company
- Up to 50 Included
- Included
- Included
- Annual Updates
Complete
- Starting at
$5k/Month*
- Monthly***
- Included
- Unlimited
- Included
- Semi-Annual Updates
- Starting at:
1 Company Return
1 Personal Return
Up to 10 State Returns
Unlimited Dependent Returns - Unlimited
- Included
For 1 Company
- Included
For 1 Company
- Up to 6 months for one company
- Included
- Included
For 1 Company
- Up to 50 Included
- Included
- Included
- Annual Updates
Elite
- Starting at
$5k/Month*
- Monthly***
- Included
- Unlimited
- Included
- Semi-Annual Updates
- Starting at:
1 Company Return
1 Personal Return
Up to 10 State Returns
Unlimited Dependent Returns - Unlimited
- Included
For 1 Company
- Included
For 1 Company
- Up to 6 months for one company
- Included
- Included
For 1 Company
- Up to 50 Included
- Included
- Included
- Annual Updates
Additional Services
- Additional 1 Hour Meetings
- Personal Comprehensive Financial Plan
- Additional Companies for SMD****
Monthly Bookkeeping - Additional SMD Monthly Sales Tax
Filing Services - Additional Annual Income tax
Filing by SMD Affiliate - IRS & State Notice Responses
(SMD Prepared Return) - 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**
Additional Services
- Additional 1 Hour Meetings
- Personal Comprehensive Financial Plan
- Additional Companies for SMD****
Monthly Bookkeeping - Additional SMD Monthly Sales Tax
Filing Services - Additional Annual Income tax
Filing by SMD Affiliate - IRS & State Notice Responses
(SMD Prepared Return) - 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**
Basic
Features
- Standard Feature
- Another Great Feature
- Obsolete Feature
- Exciting Feature
Business & Tax Planning Meetings:
Business and tax planning meetings involve strategizing to optimize financial decisions and minimize tax liabilities for a business. Our business and tax consultants assist business owners by providing expertise in navigating complex tax regulations, identifying opportunities for deductions, and developing tailored financial plans to enhance overall business performance. Their guidance helps ensure compliance with tax laws while maximizing the financial efficiency and sustainability of the business.