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
Select Package
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
Select Package
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
Select Package

** 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