Pricing & Package FAQ's

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Bookkeeping

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Our bookkeeping team will manage your QBO system monthly using bank feeds and credit card feeds so that you have tax ready financial statements and reconciled bank accounts. As it relates to the QBO software, it is not included in the plan unless stated. If your plan doesn't include QBO software. you can always purchase the OBO through us at a discounted rate. A subscription to QBO is required in order for us to provide any of these services. 

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Tax Return Preparation

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The FATC team will prepare your business tax return associated with the accounting or bookkeeping that we are performing. In addition, we will prepare your personal tax returns up to the cost of our basic tax return. We will extend the filing for you (if you prefer). If the personal tax return includes multiple businesses that we are not providing services for an additional fee may apply. This doesn’t include payroll tax documents unless payroll is included with your plan.

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Tax Strategies

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At the end of the tax year, your account rep will prepare an email with tax strategy based on your current situation which includes ways you can save money in the current year and how much tax you can expect on your returns.

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Dedicated Account Rep

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You are assigned a single point of contact. This person manages all of your work from books to tax and knows your business as well as you do.

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eFile & Direct Deposit

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If you would like, we can efile your return for you and make sure your refund is direct deposited to your bank.

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Estimated Tax Coupons

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FATC will provide you quarterly estimated tax payments if necessary and the coupons to mail in with payment.

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Tax Vault

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If you ever need your tax returns, they are just a click away in your personal storage center. All returns, coupons, vouchers, and more.

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Tax Planning

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If this is included with your plan, we will set up a meeting obtain an understanding of your financial needs and provide a detail plan that provides tax savings for several years forward. We will review that plan each year to ensure it is working to help you pay less in taxes and create more in savings/income.

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Payroll Processing

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We will set you with GUSTO Payroll, we will input and run your payroll for up to 2 employees on a bi-weekly, weekly or monthly basis. Minimal cost to add more employees.

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Audit Assistance

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Working with auditors can be sort of intimidating sometimes. Don’t worry, we got you. For those program audits, insurance audits, or an SBA loan audit, leave it to our team to work directly with the auditor so you can rest knowing that we got your back on this one. We will take the stress out of the process and deal with the auditors on your behalf. IRS auditors are not included.

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Are there any hidden fees or cost?

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If you have rental properties, additional state or local returns, or stocks and bonds, we may charge additional fees to cover those but that is decided on a case-by-case basis during your free trial. Generally, more than 2 rental properties are charged $25.95 per month each. For revenues greater than $125K, please feel free to jump on a 45-minute strategy session and we can provide a projected cost. 

Payroll and other services can be added to any plan at an additional cost. Any additional cost will be discussed before being charged. 

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