
Your financial world Business Finance
Annual Business Care
Books, year-end and your business return in one plan.
Five answers, before anything else.
The problem it solves
Your books, filings and deadlines sit with different people, and nobody watches the whole year.
Who it is for
- Owners who want one office looking after their numbers all year
- Businesses that have outgrown doing it themselves
What you receive
- Monthly bookkeeping
- Year-end organization
- Your business tax return, prepared by a verified preparer
- Regular check-ins through the year
Not included
- Running payroll, which a payroll partner does
- Legal advice
- Personal returns, unless you add them
What it costs
Quoted for your business
We price it after a conversation with you. You see the price before any work begins.
Where we serve you
No Georgia office is confirmed for this service yet. Get in touch and our Forest Park headquarters will tell you where it is delivered.
Outside Georgia? Find your office and ask about this service there.
Who does the work.
Our team does this work all year.
Please do not send documents, Social Security numbers or account numbers by email, text or the web. Bring them to the office. Nobody can promise a refund or what you will owe, and nothing is filed until you have reviewed it and said yes.
Also in Business Finance
We do thisBookkeeping Cleanup
A messy year of records, brought into order once.
We do thisMonthly Bookkeeping
Your books kept current every month, so tax time is calm.
We coordinate thisBusiness Setup Package
Start your business set up right from day one.
We do thisEIN Help
Help applying for your business’s federal tax ID.
We coordinate thisFormation Coordination
One checklist across the state, the IRS, the bank and your books.
We do thisBusiness Tax Returns
Your business return, prepared with you and reviewed before it is filed.
We do thisBusiness Prior-Year Cleanup
Unfiled or filed wrong? Get the past years handled.
We do this1099 & W-2 Filing
Your year-end forms, prepared and filed on time.
We coordinate thisPayroll Coordination
Pay your team on time, with the tax side handled.
We refer thisPartner Services
Banking, payroll, software and more, through partners we know.
