SUBSCRIPTIONS, RETAINERS, AND SINGLE PAYMENT OPTIONS

Accounting Support Subscriptions

 

Online Accounting Subscription: $30/month (USD)

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Basic monthly online accounting subscription to Xero, Quickbooks Online (QBO), Wave Accounting, or Zoho Accounting. Basic QBO does not include tracking classes.

Enhanced Support: $99/month (USD)

Monthly Enhanced Support provides accounting assistance that includes automated bank feeds, dashboard, income and expenses, accounts receivable, accounts payable, basic inventory, and expenses reports using Xero, Quickbooks Online, or similar cloud software. Services include the entry and/or reconciliation of 50 transactions (per calendar month), electronic financial statements, email support, general tax Q&A, and access to an online client document portal. 

Enhanced Support 70: $139/month (USD)

Monthly Enhanced Support provides accounting assistance that includes automated bank feeds, dashboard, income and expenses, accounts receivable, accounts payable, basic inventory, and expenses reports using Xero, Quickbooks Online, or similar cloud software. Services include the entry and/or reconciliation of 85 transactions (per calendar month), electronic financial statements, email support, general tax Q&A, and access to an online client document portal. 

Full Service Accounting (Tier 1): $349/month (USD)

Monthly full service accounting support provides automated bank feeds, dashboard, monitoring of receivables and payables, fixed assets, budgeting on request, cash flow reporting, and electronic income statements. Services include the entry and/or reconciliation of 200 transactions (per calendar month), electronic financial statements, unlimited email support, as-available phone support, quarterly income tax estimates, and access to an online client document portal. 

Full Service Accounting (Tier II): $549/month (USD)

Same as Full Service Accounting (Tier 1), except services include the entry and/or reconciliation of 400 transactions (per calendar month), and up to three employees on Gusto or Xero payroll (if available). ADP payroll is available for an additional fee. 

Configuration Fee: $199 (USD)

Set up fee for new enhanced support and full service bookkeeping accounts.

Reconciliation In Arrears: $49/month (USD)

Fee for one month of bank reconciliations on accounts in arrears--50 transaction limit. Specify quantity of months needed.

Block of 35 Transactions: $40/each (USD)

Fee for an additional block of 35 transactions. A transaction is a credit card line item, bank statement line, or PayPal statement line item.

Block of 120 Transactions: $99/each (USD)

Fee for an additional block of 120 transactions. A transaction is a credit card line item, bank statement line item, or PayPal statement line item.

Bookkeeping Support: $69/hour (USD)

Hourly virtual bookkeeping and bookkeeping support rate. For tax and operations support, use the general consulting rate. For payroll support, go to www.PayXcel.com for those options. For strategic consulting and part-time CFO rates, contact us at inquiry@njcpaccounting.com

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Consulting

 

Business Plan Analysis Retainer: $700 (USD)

Retainer for analysis of data and information inputs on a business plan. Business plan preparation is billed at $100/hour. The retainer is to cover the expected analysis stage of the business plan engagement. The business plan engagement will be explained by an engagement letter that will cover all the tasks required and an estimate of cost.

General Consulting: $109/hour (USD)

Tax and operations support rate. For bookkeeping and bookkeeping support, use the bookkeeping support rate. For payroll support, go to www.PayXcel.com for those options. For strategic consulting and part-time CFO rates, contact us at inquiry@njcpaccounting.com

Full Service Payroll, Payroll Support, HR, and Benefits Services

Payroll, Benefits, and HR

 

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Need full service payroll for your employees? Or how about payroll support for an ongoing operations? Do you need Human Resoures tools and software or options for Benefits management? Let Nathaniel Jacobson ease your burden will high quality and timely service through its PayXcel division--Washington DC's leading purveyor of payroll solutions.

Financial Concierge

 

Personal Concierge Services

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Nathaniel Jacobson LLC CPAs  offers personal concierge services to private individuals. Concierge services include bill tracking, cash flow management, and financial projections. Concierge services are billed hourly, plus a monthly fee for an online accounting subscription. Contact us for a quote. 

Tax treatment reclassification (Form 8832 or 2553) of a corporation or limited liability company (LLC) between S-corp, pass-through entity or C-corp, or reclassification of a corporation from S-corp to C-corp and vice versa, or reclassification of or to some other eligible entity such as a partnership.

Tax Services

 

Entity Reclassification: $109 (USD)

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Quarterly Estimated Tax Service, per quarter: $149 (USD)

Estimate of personal or corporation quarterly federal tax and preparation of the Form 1120-W or Form 1040-ES. Predicated on up to date bookkeeping and availability of prior year Form 1120, Form 1120S, Form 1065, or Form 1040 filing, whichever is applicable. Service only for single location, single legal entity corporations or individuals. High activity corporations may also require a separate fee.

S-Corp, C-Corp, or Partnership Income Tax Return: $599 (USD)

Tax filing for a corporation or partnership. Includes Form 11120, 1120S, 1065 and state forms. Services include electronic filing, a bound report (or electronic), and client portal. Additional schedules can be extra if there are more than a few items on each form. Real estate, subsidiaries, & trusts are separately priced. Personal property tax returns are $149 additional. More than one state return is $149 each.

Individual or Joint Federal and State Income Tax Return: $229 (USD)

Tax filing for a individual or joint-filing federal and state tax returns. Includes Form 1040 & Schedule A and state forms. Services include electronic filing, a bound report (or electronic), and client portal. Additional schedules can be extra if there are more than a few items on each form. Partnerships, corps, LLCs, real estate, & trusts are separately priced. More than one state return is $49 each.

Sole Proprietor/Single Owner LLC Federal and State Income Tax Return: $359 (USD)

Tax filing for a sole-owner LLC or sole proprietorship, Schedule C with a 1040 & Schedule A and state forms. This includes electronic filing, a bound report, and client portal. Additional schedules can be extra if there are more than a few items on each form. Partnerships, corps, multi-owner LLCs, real estate, & trusts are separately priced. Personal property tax returns are $149 additional.

The initial consultation is free. If there has not been any bookkeeping, records processing and a draft income statement is $69/hour additional. In the unusual event tax research is required, such research is $109/hour additional.

Sales and Use Tax Filing: $129/month/state (USD)

Calculation, preparation, e-file, and e-pay of monthly state sales and use tax. Requires sales and purchases records, broken down between services and tangible personal property, as well as the nature of the sales and whether transactions were billed for sales tax. Any issuance of tax-exempt certificates must also be disclosed. We support TaxJar.

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Entity Services

Maryland LLC Formation: $299 (USD)

Filing with the Maryland Department of State LLC articles of organization and the IRS for a tax ID and a Form 2553 entity election, if applicable. Turnaround time is typically five to ten business days. LLC members must provide SSNs and contact info. Does not include tax registration with the state. Assumes one member will be the registered agent and that the LLC will not require a third-party registered agent. Maryland's renewal fee for an LLC is $300 per year, payable with the filing of the LLC's personal property tax return. A boilerplate member agreement can be provided upon request.

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The firm of Nathaniel Jacobson LLC P.A. is licensed by the Maryland Board of Public Accountancy.