Firms know what to sell.
Then they still rebuild
the proposal by hand.

New Client Setup Fee Base Level Advisory Package - Minimum (all new 1040 clients) Preparing for Tax Season Base Level Advisory Package (all new 1040 clients) Base Level Advisory Package (all new 1040 with Schedules C/E/F clients) Base Level Advisory Package (all new business clients)

Basics of Tax Efficiency Income Sources Tax Privileged Accounts Deductions and Credits Corporation-LLC Income Strategies Annual Backdoor Roth IRA Augusta 14-Day Rule Avoid Hobby Loss Treatment Bunching Itemized Deductions Charitable Giving Conservation Easement Planning Deduct Startup and Organizational Costs Deducting Mileage and Vehicle Expenses Dependent Care Assistance Program (DCAP) Digital Asset Gain & Tax Minimization Donor-Advised Fund (DAF) Employer-paid Group-term Life Insurance under IRC Sec. 79 Equity Planning - Post Tax Net Worth Exercise Incentive Stock Options (ISOs) Farm Income Averaging Optimize Section 179 and Bonus Depreciation Prepaid Farm Expense Deduction Foreign Investing Form an S Corporation for Tax Savings Hire Family Members Home Office Deduction Increasing S Corporation Shareholder Basis to Deduct Losses Installment Sale Tax Deferral Invest in Qualified Opportunity Funds Invest in Qualified Small Business Stock (QSBS) Maximize State and Local Tax (SALT) Deduction Net Investment Income Tax (NIIT) Considerations New US Resident Paid Family and Medical Leave Credit Pass-Through Entity Tax Election (PTET) Qualified Charitable Distributions Qualified Overtime Premium Pay Deduction Qualified Production Property Expensing Qualified Tip Income Deduction Recovering Domestic R&E Expenditures for 2022–2024 Required Minimum Distribution (RMD) Tax Plannings Research and Development (R&D) Credit Expansion Research and Experimental (R&E) Expensing Restricted Stock with IRC Sec. 83(b) Election Roth IRA Conversions Saving for College Section 199A Qualified Business Income (QBI) Deduction Shifting Income and Expenses/Timing Tax Loss Harvesting Tax Planning Understanding Tax Considerations of Digital Asset Investment US Expat Utilize Capital Loss Carryovers from Prior Years Utilize Section 179D Energy-Efficient Commercial Building Deduction Utilize Section 48E Clean Electricity Investment Credit Work Opportunity Tax Credit (WOTC)

Entity Structure Planning Business Start-Up Entity Conversion Consideration

Cash Flow Planning Cash Flow Planning Using Your Corporation-LLC Optimize Debt Financing Pay Off Debt Strategically

Business Operations and Documentation Board Meetings - Annual Board Meetings - Monthly Board Meetings - Quarterly Update Record Book-Minutes

Independent Contractor-Employee Analysis Employee Stock Compensation Optimize Owner Compensation Shift Income to Family Members

Company Fringe Benefits Health Savings Account (HSA) Contributions Implement a Cafeteria Plan Implement an Accountable Plan Optimizing Employee Health Benefits for Sole Proprietorship Optimizing Self-employed Health Insurance Deduction Provide Fringe Benefits for S Corp Employees

Accounting System Configurations

Basic Estate Planning Education Savings and Income Shifting Strategies Estate Planning Gifting to Family Members

Buy/Build/Lease Analysis

Choosing When to Claim Social Security Retirement Benefits Maximize 401(k) Contributions Maximize Individual Retirement Plan Contributions Maximize S-corp Retirement Plan Contributions Self-employed Retirement Plan Contributions Strategic Retirement Account Withdrawals

Exit and Succession Planning Planning for the Sale of a Sole Proprietorship Section 121 to Exclude Gain on Sale of Residence

Grouping Activities to Minimize Passive Losses Like-kind Exchange Tax Deferral (Section 1031) Minimize PAL Limitations for Rental Real Estate Optimize Depreciation - Cost Segregation Study Real Estate Investing Real Estate Professional Status Consideration Rental Property Operations

New Client Setup Fee Minimum 1040 w Sch C/E/F Level of Service Minimum Business Level of Service Optimal 1040 w Sch C/E/F Level of Service (plus Accounting, Payroll, and 1099 items selected) Optimal Business Level of Service (plus Accounting, Payroll, and 1099 items selected) Annual Maintenance with Ongoing Advisory 2 Meeting Package (plus Accounting, Payroll, and 1099 items selected) Annual Maintenance with Ongoing Advisory 1 Meeting Package (plus Accounting, Payroll, and 1099 items selected) Annual Maintenance with Ongoing Advisory 0 Meeting Package (plus Accounting, Payroll, and 1099 items selected) Annual Maintenance with Ongoing Advisory 0 Meeting 1040 w Sch C/E/F Package (plus Accounting, Payroll, and 1099 items selected) Maintenance Customized

Accounts Payable Accounts Receivable Accounting Software Hosting Fee Accounting System Training Accounting - Full Service - Monthly < 100 Transactions Accounting - Full Service - Monthly < 250 Transactions Accounting - Full Service - Monthly < 500 Transactions Accounting - Full Service - Monthly < 1,000 Transactions Accounting - Full Service - Quarterly < 100 Transactions Accounting - Full Service - Quarterly < 250 Transactions Accounting - Full Service - Quarterly < 500 Transactions Accounting - Full Service - Quarterly < 1,000 Transactions Accounting - Adjustments/Reconcile - Monthly Accounting - Adjustments/Reconcile - Quarterly Compilation - Annual Compilation - Monthly Compilation - Quarterly

Accounting - Annual for Tax Preparation Purposes Business Tax Return Estimated Tax Payments - Quarterly Foreign Bank Account Review (FBAR) Notice - Tax Personal Property Tax Return Personal Tax Return State Return Additional Tax Projections - Quarterly

Notice - Payroll Payroll Setup Payroll – ATF Monthly (up to 5 staff) Payroll – ATF Monthly (up to 10 staff) Payroll – ATF Monthly (up to 15 staff) Payroll – ATF Quarterly (up to 5 staff) Payroll – ATF Quarterly (up to 10 staff) Payroll – ATF Quarterly (up to 15 staff) Payroll – Bi-Weekly Live (up to 5 staff) Payroll - Bi-Weekly Live (up to 10 staff) Payroll - Bi-Weekly Live (up to 15 staff) Payroll – Weekly Live (up to 5 staff) Payroll – Weekly Live (up to 10 staff) Payroll – Weekly Live (up to 15 staff) Payroll – Annual Shareholder Payroll – Monthly Shareholder

Sales and Use Tax Return - Annual Sales and Use Tax Return - Monthly Sales and Use Tax Return - Quarterly

1099s (up to 5 contractors) 1099s (up to 10 contractors) 1099s (up to 15 contractors) 1099s (up to 20 contractors) 1099s (up to 25 contractors) 1099s (up to 30 contractors) 1099s (up to 35 contractors) 1099s (up to 40 contractors) 1099s (up to 45 contractors) 1099s (up to 50 contractors)