SERVICES TAILORED TO YOUR NEEDS
At Palmer CPA Firm, we understand the importance of consistent, reliable financial support. Our monthly service plans are designed to offer comprehensive assistance and guidance to meet your ongoing accounting and financial needs.
We work together to choose the best plan for you and your business:
SOLE PROPRIETOR
Full-Suite Accounting & Tax
4 Week Onboarding
- Monthly bookkeeping
- Monthly Financial Statements
- Financial Insight Summary
- Annual Federal Tax Return (personal)
- 1 State Tax Return
- Quarterly estimated taxes
- Quarterly Review Meeting
- Unlimited Online Support
S-CORPORATIONS
Full-Suite Accounting & Tax
6 Week Onboarding
- Everything in Sole Proprietor package plus:
- Annual Federal Tax Return (business & personal)
- S Corporation salary determination
- S Corporation compliance
- Payroll Setup Support
CFO & ADVISORY
Planning & Strategy
8 Week Onboarding
- Everything in Bookkeeping & Tax Packages Plus:
- Weekly Bookkeeping
- Monthly Review Meeting
- Month Budget Analysis
- Annual Business Budget
- 12-Month Cash Forecasting
- Annual Business Goal Setting
ADDITIONAL SERVICES
Add-On
Personal Tax Return (1040)
*Includes Sch C filers
Business Returns
*For S-corps, partnerships, and C corps
Quickbooks Catch-up
*Per previous month
Payroll Management
S-Corporation Election