Medium-Sized Business Premium – Accountant in Your Pocket Skip to main content

The larger your business gets, the more support you'll need.

And we're here to help

Larger revenues, payroll, and taxes can get overwhelming very quickly

Get the support you need to sustain


What Included?

Budgeting & Forecasting

Get realistic estimates of how much revenue you will have and what expenses are to come.

15, 30-minute Consults

Need to talk to your CPA more in-depth? Utilize 15, 30 minute consultations throughout the year.

Advice and Research

Have a general question on your finances? We'll conduct the research and get you a qualified answer.

20 Collection Letters Per Year

With $85 charge per additional letter

Financial Document Examination

20 financial business documents (up to 15 pages each) examined each year (max 5 per month) with additional documents at $85 each.

25% Discount on CPA Services Outside of Benefits

Should you be audited or investigated by the IRS, your CPA will guide you. Limitations on hours do apply.

IRS Audit Support

Get a letter from the IRS? Unsure of what you need to do? Our CPAs can guide and advise you on how to proceed to put you on the right path.

Tax Planning

Get a realistic estimate of what you'll owe in taxes each filing.

Save 10%

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