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Business Tax Season Preparation Questionnaire

Personal Tax Season Preparation Questionnaire

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  • Through our Virtual Back Office platform, we work with very closely-held service-based businesses, in industries including professional services, franchises, retail, and restaurant/bar. We work alongside them to efficiently manage their tax, accounting, payroll, and strategic planning needs.
  • Our business clients utilize our robust included technology tools to manage their tax and accounting functions, which allows us to efficiently provide assistance and support to them.
  • Our Virtual Back Office (VBO) approach allows us to fully manage the critical but time-consuming aspects of the accounting, tax and payroll functions, allowing the business owner’s time to be used more effectively and giving the business owner more value for their fee dollars.
  • VBO can go further than the core accounting and tax functions. With our constant year-round involvement, we have a firm foundation for efficiently providing higher-level business planning and strategic assistance, and for the business owner to outsource additional financially sensitive business processes to us, such as payroll administration, accounts payable, accounts receivable/invoicing. We are truly part of the team running your business.
  • We have two VBO packages, which are also described in more detail below:
    • Level I – this package is our most popular, and involves us handling all accounting functions for the client.
    • Level II – this package involves us handling all accounting for the client, but also includes our assistance in budgeting, forecasting, trend analysis, KPI analysis, and growth planning – in this package we go beyond tax and accounting to truly help the client understand and grow their business.

  Virtual Back Office
  Level I Level II
Accounting & Payroll    
We handle bookkeeping in QBO for you
You have a dedicated team 
          Included Technology:    
          QuickBooks Online (QBO) Plus
          RunPayroll -
          our automated, online payroll system
                  Submission of payroll tax & filings
                  Employee access portal for paystubs & W-2's
                  Payroll tax notice assistance
                  Payroll tax penalty & interest guarantee
                  Remittance of retirement plan contributions
Accounts payable & bill payment Available Available
Cash flow management Available Available
Accounts receivable & invoicing of your customers Available Available
Running payroll & assisting your employees with payroll issues Available Available
Business tax return preparation & e-filing
Personal tax return preparation & e-filing
Preparation and mailing of 1099s to your vendors
Preparation of LLC or coporate annual report with SOS
Preparation of county property tax listing
Assistance with any IRS notices & correspondence
Audit protection
Esitmated payment & W-2 withholding management
Preparation of sales & use tax returns Available Available
Planning & Coaching    
Monthly financial statements available via QBO
Tax projection & discussion with you and your other advisors 2 per year 2 per year
Retirement plan selection & coordination with your financial advisor
Business or personal tax advice during the year Unlimited Unlimited
Software & technology advice and vetting
Dashboard development, KPI analysis, & growth planning with Fathom.
Straight-forward pricing, based on your business, starting at: $650/mo. $900/mo.

Virtual Back Office

Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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