Taxes don’t have to be stressful—let us handle the details so you can focus on what matters most.
S-Corp Retainer Packages
🧾S-Corp Setup
$900One-time
- ✔ LLC formation (including $50 toward state fees)
- ✔ 1 year of registered agent support
- ✔ S-Corp Election
- ✔ EIN application
- ✔ 30–60 min education session: payroll, owner compensation, ongoing compliance
- ✔ Printable compliance checklist for new S corps
- Best for: solo professionals with over $60,000 annual income
📦 Lite
$200month
- ✔ Preparation & filing of Form 1120-S (S corp return) review
- ✔ Reasonable compensation review
- ✔ Setup support for payroll (e.g. Gusto or QBO Payroll)
- ✔ Annual compliance calendar (with reminders)
- ✔ Quarterly meeting and book review (2 hours)
- ✔ Yearly book cleanup of 1 hour included (additional hours for $125/hr)
- Best for: those who prefer a DIY approach but want expert guidance on the key steps
💼 Pro
$400month
- ✔ Everything in Essentials, plus:
- ✔ Payroll service (ongoing support, quarterly filings)
- ✔ Basic bookkeeping (up to 50 transactions/month)
- ✔ Quarterly tax planning sessions
- ✔ Quarterly tax estimate calculations with reminders
- ✔ Subscription to Quickbooks Online (Payroll Core & Simple Solution)
- Best for: busy professionals who want the benefits of an S-Corp without the DIY hassle
📊 Optional Bookkeeping Service
Under 50 transactions/month – $150/month
Over 50 transactions/month – $300+/month
Includes:
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Monthly categorization & reconciliations
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Chart of accounts tailored for S corps
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Monthly financial reports (P&L, balance sheet)
Clean up and Consulting fees – $125/hr
(for disorganized records or consulting)


