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This is for the client that is a sole-proprietor or single-member LLC that needs business consulting, accounting, and tax services.
>Business consulting including review of your business structure, review of your business plan, and understanding your financials.
>Accounting work related to transactional review and input (does not include payroll processing, depositing of client funds, or paying of bills for client)
>Preparation of the 1040 Personal Income Tax Return including the Schedule C or Schedule E Rental Business forms
>Setup or Cleanup of your accounting software( includes QBO, Xero, or other accounting software that you are utilizing)
>Conversion and transferring of accounting software
>Review and Preparation of 1099MISC and 1099NEC year end forms
>Quarterly check in with client for the preparation of estimates, where applicable
>Access to monthly and weekly newsletters, blog posts, and YFM podcast
>Access 24/7 to your documents and correspondence through my Secure Client Portal
>Year-round Availability to Samantha M. Besnoff, CPA**
**Based off of hours posted within my appointment scheduler
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This is for the client that is in a Partnership or S Corporation, including LLCs that need business consulting, accounting, and tax services.
>Business consulting including review of your business structure, review of your business plan, and understanding your financials.
>Accounting work related to transactional review and input (does not include payroll processing, depositing of client funds, or paying of bills for client)
>Preparation of your Partnership or S Corporation Tax Returns***
> Set up or Cleanup of your accounting software( includes QBO, Xero, or other accounting software that you are utilizing)
>Conversion and transferring of accounting software
>Review and Preparation of 1099MISC and 1099NEC year end forms
>Quarterly check in with client for the preparation of estimates, where applicable
>Access to monthly and weekly newsletters, blog posts, and YFM podcast
>Access 24/7 to your documents and correspondence through my Secure Client Portal
>Year-round Availability to Samantha M. Besnoff, CPA**
**Based off of hours posted within my appointment scheduler
*** This may also include the preparation of your personal 1040 tax return
3-Month Consultation- $1,200
6-Month Consultation- $2,700
12- Month Consultation- $4,200
All fees for Your Financial Maven® LLC can be paid in full or monthly. Work and payment will commence with a signed engagement letter.