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Accounting, Tax & Advisory
We offer a variety of plans, designed to accommodate your financial journey at any stage.
Essentials
Accounting
Bookkeeping with Quarterly Reconciliation and 4 week Close
Year-End Financial Statements Preparation
Payroll Services
- Bookkeeping Support (Unlimited)
Tax Compliance
- 1040 Individual Income Tax Return
1120S S-Corporation Tax Return
Government Tax Assistance Support
Rental Real Estate
Tax Planning
Q4 Meeting & W2 Review
- Tax Optimization Plan
Advisory
Quarterly Advisory Calls
Quarterly CPA Support
Performance
Accounting
Bookkeeping with Monthly Reconciliation and 2 week Close
Year-End Financial Statements Preparation
Payroll Services
- Bookkeeping Support (Unlimited)
Tax Compliance
- 1040 Individual Income Tax Return
1120S S-Corporation Tax Return
Government Tax Assistance Support
Rental Real Estate
Tax Planning
Q4 Meeting & W2 Review
- Tax Optimization Plan
Advisory
Quarterly Advisory Calls
- CPA Support x3/Month
Premium
Accounting
- Bookkeeping with Weekly Reconciliation and 1 week Close
Year-End Financial Statements Preparation
Payroll Services
Bookkeeper Support (Unlimited)
Tax Compliance
- 1040 Individual Income Tax Return
1120S S-Corporation Tax Return
Government Tax Assistance Support
Rental Real Estate
Tax Planning
Q4 Meeting & W2 Review
- Tax Optimization Plan
Advisory
- Monthly Advisory Calls
- Custom KPI Dashboard
CPA Support (Unlimited)
Monthly Cash Flow & Budgeting Services
Tax Planning Packages
For Small Business Owners and Operators.
Advanced Tax Services
- Owner Operator Strategic Tax & Advisory
- Client-Provided Financial Statements
- Tax Savings Checklist and Strategy Review
1120S S-Corporation Tax Return
- 1040 Individual Tax Return
- 1040 Individual Tax Return
Tax Planning & Owner Payroll Allocation – Bi-Annually
KEC Client Road Map & Business Review – Bi-Annually
