Packages
Pick a Plan
Select one of our accounting packages for Established Businesses
Copper Package
- Quarterly Bookkeeping
- Financial Statement – Profit and Loss, Balance Sheet and Cash Flow
- Unlimited E-mail support
- Year End Tax Planning
- Free QuickBooks Online
Silver Package
- Monthly Bookkeeping
- Financial Statement – Profit and Loss, Balance Sheet and Cash Flow
- Unlimited Phone & E-mail Support
- Power of Attorney filed with IRS
- Year Tax Planning
- Free QuickBooks Online
Gold Package
- Weekly Bookkeeping
- Financial Statement – Profit and Loss, Balance Sheet and Cash Flow
- Quarterly Site Visit / Meeting
- Periodic Tax Planning as Needed
- Quarterly Tax Estimates
- Unlimited Phone & E-mail Support
- Power of Attorney filed with IRS
- Loan Packages for Bank
- Free QuickBooks Online
** If running loss: Annual Expense will replace Annual Revenue
*** NO HANDWRITTEN CHECKS | $3/check fee for each business check that is handwritten
Add On Packages
Main Office
Valezar & Associates will prepare your corporation documents including articles of incorporation, EIN, Form 2553, and registrations with federal and state tax authorities.
$450 + state fees
Invoicing
Valezar & Associates will prepare invoices and send to your customers plus manage the payments. We use an online system that you can access too.
$285/mo
Accounts Payable
Valezar & Associates will process payments to each vendor and manage accounts payable. We use an online system that you can access and use as well.
$250/mo
Rental Prop Tax
Each rental property must file a tax return. Usually this is on the Schedule E or Schedule C of the Form 1040. Valezar & Associates will prepare those returns for you.
$450 + state fees
Additional State
Every package comes with one (1) state tax return for both your business and personal tax return. If you require additional states, Valezar & Associates will prepare them.
$145/state
Employee Payroll
If you need payroll for your employees we can manage the entire payroll process for you. We use an online system you and your employees can access.
$100 /mo + $6 per employee