Services Price List

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Includes:

• Up to 25 transactions/month
• One bank account or one credit card account
• Monthly bank reconciliation (*subject to bank connection)
• Preparation and filing of quarterly Professional Services reports for up to 2 subcontractor (*subject to information provided by client)
• Monthly Profit and loss, and Balance Sheet Report
• Quickbooks Simple Start included (one user)

            $150.00 - Start-up fees (one-time)

Includes:

• Up to 75 transactions per month
• Up to 3 bank accounts
• Monthly bank reconciliation (*subject to bank connection)
• Preparation and filing of quarterly Professional Services reports for up to 5 subcontractors (*subject to information provided by client)
• Monthly profit and loss report and balance sheet
• QuickBook Simple Start included (for one user only)

             $300.00 - Start-up fees (one-time)

Includes:

• Payroll calculation and processing for up to 5 employees
• Monthly vacation and sick leave reporting for up to 5 employees
• Preparation and filing of quarterly payroll statements for up to 5 employees
• Preparation and filing of W-3 for Social Security for up to 5 employees *
• Preparation and filing of W-2 for more than 5 employees *
• Preparation and filing of CFSE payroll statements*

         *Additional costs apply.

Includes:

• More than 75 monthly transactions
• More than 3 bank accounts
• More than 1 credit card account
• Assistance with outstanding issues with local or state agencies (*subject to agreement)
• QuickBook Essentials for 3 user
• Payroll Processing for more than 5 employees
• Preparation and filing of quarterly returns
• Preparation and filing of W-3 for Social Security for more than 5 employees
• Preparation and filing of W-2 for more than 5 employees
• Preparation and filing of CFSE tax returns

• 24/7 access to the security portal
• Communication with your accountant
• Scheduled visits to your business
• Scheduled virtual meetings
• Representation to agencies (*depending on the case)

Applies to:

• Married or single individual
• With up to 4 W-2s
• No dependents
• No mortgage
• No dividend income
• No investment income or losses
• If claim Earned Income Tax Credit, request a quote (*required complex evidence.)

Applies to:

• Self-generated income
• Have a Profit and Loss Report or evidence of business expenses
• Have a merchant's registration
• Have a municipal license (Patente)
• No dependents
• No dividend income
• No investment gains or losses
• If claim Earned Income Tax Credit, request a quote (*required complex evidence.)

Applies to:

• Bonafide Resident of Puerto Rico
• Married or single
• Generated self-employed income
• Have financial statements or evidence of business expenses
• Does not have depreciable business assets
• No dependents

Applies to:

• Citizens or legal residents required to file a 1040 tax return
• Married or single
• Uses standard deduction
• Income from W-2 only
• No dependents
• No state Tax Return
• If claim Earned Income Tax Credit, need request a quote (*required complex evidence.)

Applies to:

• Taxpayers claiming dependents and Additional Child Tax Credit.
• Taxpayers with other types of income
• Taxpayers claiming other types of expenses
• Taxpayers with special tax decrees and exemptions
• Taxpayers claiming special credits (such as Earned Income Tax Credit or others)
• State Tax Return

Types of Tax Returns We Prepare Include:

• Form 1120
• Form 1120-S with Schedule K-1
• Form 1065 with Schedule K-1
• Form 990
• Corporate Income Tax (Puerto Rico)
• VOB (Patente)
• CRIM
• Annual Report