Services
Tax Prep & Filing (Individual & Corp) with Defined Benefit or Cash Balance Plan
$4,999*
MOST POPULAR
Services Included for our Full Service Bundle:
Tax Prep & Filing for Personal Returns
Tax Prep & Filing for Corporate Returns
Set up Qualified Plans (All Services of Defined Benefit & 401(k) package)
Contribution Calculations for Plans
Set up of LLC & FEIN
S-Corp Status Election
Optimization of 199A Small Business Deduction
Form 1040 with Schedule C or E with simple schedules A, B, & D (1 State only)
*$999 one time set up fee for plans
Defined Benefit Plan & 401(k) Plan
One Time Set Up $1,899
Annual Administration $1,799
Services Included for Defined Benefit Plan + 401(k):
Initial Consultation
Preparation of Plan Document and Forms
Contribution Calculation for Plans
Preparation of Annual Actuarial Report
Trust Accounting Reconciliation
Annual Participant Statements
Summary Annual Report, if applicable
Signature ready Form 5500
Preparation of Schedule SB
AFTAP Certificate
Defined Benefit or Cash Balance Plan
One Time Set Up $1,299
Annual Administration $1,499
Services Included for Defined Benefit Plan:
Initial Consultation
Preparation of Plan Document and Forms
Contribution Calculation for Plan
Preparation of Annual Actuarial Report
Trust Accounting Reconciliation
Annual Participant Statements
Summary Annual Report, if applicable
Signature ready Form 5500
Preparation of Schedule SB
AFTAP Certificate
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