Boss

Name Availability Check, Official Articles of organization, S Corp Election (Optional), Registered agent service for 1 year, Obtain Tax ID (EIN), Operating Agreement & Minutes, Custom LLC Kit & Seal.

We will assign you a Client Success Manager (CSM) with our firm, that will get to know you and your business, provide you with personalized guidance, and build a lasting relationship, as your business grows.

Having a single person work with you, ensures your CSM knows what is going on with your business instead of speaking with a different person each time.

Contact your Client Success Manager by text or email. Ask questions, get advice, and brainstorm for the future.

Schedule a single 1-hour call, or multiple shorter calls, with your CSM each month, to go over your personal questions and business issues. Do you have something that is troubling you and you need help navigating through it?

Put a call on your CSM’s calendar to get assistance and answers.

For the most serious business owners! This group is for sellers that take this business venture and their future seriously, and strive to be the best at what they do. Get sneak peak information and exclusive access to promotions, discounts, and launches. Rely on our team in the group and the other members to discuss all things e-commerce.

Get relevant content during the calls. We will send out agendas in advance so you can decide what calls you want to join! Don’t waste your valuable time hopping on calls, for topics you’re not interested in.

Participate in group Q&A sessions and group discussions, where members can ask questions about hot topics, troubling areas, and get group feedback. Maybe even hear from guest speakers on industry topics, tools, or business resources.

Let us monitor your compliancy tasks such as annual report due dates, registered agents, and more. We will provide alerts for report filings and deadlines, tax due dates and reminders, and other state specific requirements. We’ll even store copies of your LLC or Corp filings if you’ve formed a business with us and we will let you know how we can help you get these compliancy tasks completed!

Included in your plan is your business partnership or corporate tax return and up to one partner or shareholder basic personal return. So if you are your partner or another shareholder are married filing jointly, then you’re covered!

Additional partner/shareholder personal returns can be added for an additional fee.

Personal returns included in this package are based on simple 1040 returns and do not include additional schedules (side businesses), or some other minimal fees for stock and crypto transactions.

Audit Assistance

In the event of an audit, you will receive assistance from an experienced audit assistance professional who will work directly with you and the IRS to bring the matter to resolution.

Denied Credit Assistance

Get assistance with denied credits, such as Earned Income Credit, Child Tax Credits, and Education Credits.

Identity Theft Services

Get professional assistance in the event of Tax Return Identity Theft, and let a professional work with the IRS to get your return filed and obtain an Identity Protection PIN.

Aside from IRS Identity Theft, you will have one full year from the time of return filing, to get assistance from Identity Theft Restoration Advocates who can provide comprehensive, personalized recovery services. They will provide you with all the components necessary to restore identity and prevent future incidences of identity theft.

Tax Debt Assistance

Do you owe tax debt? Let professionals help you work with the IRS to help resolve your outstanding debts.

Protection Plus only applies to the personal partner/shareholder returns and does not apply to Forms 1065, 1120, or 1120S returns.

Get a QuickBooks Online subscription, to ease the stress of tracking expenses. Use QuickBooks Online to automatically import all your banking and credit transactions.

Use the QuickBooks App on your phone to snap photos of your receipts

Track Mileage in the QuickBooks App to maximize your end-of-year tax deductions.

Get a quarterly review of your QuickBooks by one of our Bookkeepers. We will provide you with a report of inaccuracies, action items to improve your record-keeping, and feedback on how we typically handle specific types of transactions. Get a high-level view of your QuickBooks records.

We will also send you a proposal for one of our qualified bookkeepers to complete the cleanup work for you.

Get consistent monitoring of your records to ensure tax-readiness. We will also alert you when it is time to get help with your bookkeeping, based on benchmarks we see in the ecommerce industry.

Get a QuickBooks Online Payroll subscription to make it simpler to pay yourself, employees, and contractors.

Keep track of all payroll taxes due and Pay by live check, cash, or direct deposit.

Collect employee payroll documents in the employee Workforce portal Contractor documents in the portal to meet your document retention requirements.

Get early access when we roll out offers and discounts on services, software, subscriptions, and more. Clients will be the first to know when we launch new programs, products, and introduce our newest features.

You'll also be the first to know about special discounts from our favorite creators including educational courses and more.

Do you want to get help with additional tasks like business formations, elections, reports, sales tax returns, and more? Great News! You can get 20% off extra services.

Did you already use your 30-minute call for the month or you need additional phone time to speak with a professional about your questions or a problem that came up? We've got that covered too!