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ESSENTIAL ADD - ON SERVICES
Enhance your business’s financial organization and compliance with our specialized
add - on services — designed to give you extra support when you need it most.
Whether you want to stay compliant, better understand your numbers, or prepare for tax season, these optional services ensure your business runs smoothly year - round.
From 1099 filing to year - end tax preparation support, we help you stay proactive, organized,
and confident in your finances — without adding unnecessary stress.
COMPLIANCE MANAGEMENT SUPPORT
Stay ahead of every deadline — without the stress. We help small business owners stay compliant year-round by tracking, preparing, and filing key business forms and payments. Whether you manage one LLC or a group of entities, we’ll keep your business in good standing with the IRS, FTB, and Secretary of State. We’ll track and remind you of all due dates — so nothing slips through the cracks.
Choose the compliance support that fits your needs.
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Annual compliance tracking & filing.
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Monitoring IRS, FTB, and SOS deadlines, etc.
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Preparation and submission of state filings, statements, and tax payments
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Coordination with CPA or tax preparer as needed
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Secure storage of filing confirmations and receipts
MONTHLY COMPLIANCE MONITORING:
STARTS AT $45/MONTH
(Based on entity type)
1099 FILING SERVICES
If your business paid $600 or more during the year for services, rent, or other reportable payments, the IRS may require you to file Form 1099-NEC and/or Form 1099-MISC (rent payments or certain attorney payments).
We handle the entire 1099 process for you — from collecting contractor and vendor information, reviewing vendor/payee setup and account mapping, to exporting data and filing forms electronically — so you remain compliant and avoid costly penalties.
We ensure each payment is reported on the correct 1099 form, giving you peace of mind at year-end.
PRICE: (Option #1)
$100 BASE FEE PLUS
$20 PER FORM
(Extra mailing fees apply for paper copies)
Note: Client is responsible for providing accurate vendor details and payment totals. We will request W-9s and prepare forms based on information provided and the accounting records available.
PRICE: (Option #2)
$25 PER FORM
(Extra mailing fees apply for paper copies)
Note: Client is responsible for providing accurate vendor details, payment totals and completed W-9 forms. While we will NOT be responsible for contacting vendors for W-9 forms on your behalf, we will review your vendor records for missing information and will update you accordingly.
"UNDERSTAND YOUR NUMBERS" SESSION
Gain clarity and confidence in your financial reports. We’ll walk through your profit & loss, balance sheet, and cash flow statements — and explain what your numbers really mean so you can make informed business decisions.
