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Accounting Plans

A complete accounting service for your company.

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Accounting Software

Get an online accounting software that manages your finances, with unlimited billing, a dynamic portal of clients, automated recurring invoices, an inventory module and much more.

Accounting advisory

You will receive personalized advice every month by experts who will provide you with professional service and assertive accounting and tax advice.

Sales Tax Services

You will count with a team of experts to: Register your business for Sales Tax, file the tax return and request the reseller certificate if your company requires it.

Income Tax Services

We will file the  income tax return for LLCs, C-Corps and S-Corps, besides enrolling your  company with the IRS electronic payment system (EFTPS).

Annual Report

Our team of experts will carry out the Annual Report of your company. This report is a state obligation regardless of the type of company.

Tax Identification documents

We will request your Individual Taxpayer Identification number (ITIN), which is necessary for filing tax returns in the United States. Additionally we will carry out the FORM W9 and the FORMS W8.

Payroll

Our team of professionals can carry out the payroll management of up to 5 employees in the United States, additionally the quarterly and Annual Declaration of labor withholdings.

Plans

We have designed the following accounting plans for you, so the financial, accounting and tax management can be carried out by experts:

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Startup Plan

The basic benefits to start your business.

Per Month
  • Accounting software
  • Accounting Service
  • Financial statements
  • One monthly accounting advisory
  • No permanence clause

Professional Plan

Make the most out of your company's sales.

Per Month
  • Accounting software
  • Accounting Service
  • Financial statements
  • Four monthly accounting advisory
  • Sales tax inscription and declaration
  • No permanence clause

Executive Plan

Complete accounting service for your company.

Per Month
  • Accounting software
  • Accounting Service
  • Financial statements
  • Six monthly accounting advisory
  • Sales tax inscription and declaration
  • Federal taxes declaration
  • ITIN request
  • Payroll declaration
  • Annual Report of Franchise tax
  • 12-month permanence clause

Detailed information about our plans

Detailed information about our plans

Startup Plan

A plan to start your business with the right foot:

Professional Plan

A plan that will help you mantain your business:

Executive Plan

All the features that any company needs to grow:

Accounting software

Unlimited billing

Startup
Professional
Executive

Unlimited quotes

Startup
Professional
Executive

Dynamic portal for clients

Startup
Professional
Executive

Automated recurring invoices

Startup
Professional
Executive

Financial and management reports

Startup
Professional
Executive

Complies with US government regulations

Startup Plan
Professional
Executive

Accounting Service

Classification of up to 80 transactions according to the accounting nature
(Cost and expenses).

Startup
Professional
Executive

Preparation of chart of accounts.

Startup
Professional
Executive

Parameterization of the accounting system according to the client's needs (Commercial activity).

Startup
Professional
Executive

Financial statements

Balance Sheet

Startup
Professional
Executive

Income statement

Startup
Professional
Executive

Cash Flow Statement

Startup
Professional
Executive

Monthly accounting advisory

Monthly accounting advisories

Startup

One monthly accounting advisory scheduled for one hour.

Professional

Four monthly accounting advisories scheduled for 30 minutes.

Executive

Six monthly accounting advisories scheduled for 30 minutes.

Sales tax

Sales Tax Registration

Startup
Professional
Executive

Issuance of reseller certificate

Startup
Professional
Executive

Preparation and Presentation of Sales Tax (Monthly or quarterly)

Startup
Professional
Executive

Federal Tax Return

Personal declaration of residents  and/or foreigners for a maximum of two people (Form 1040/1040 NR)

Startup
Professional
Executive

LLC Disregarded and Partnership Declaration (Form 1040 NR and Form 1065)

Startup
Professional
Executive

CORP and S-CORP Declaration (Form 1120 and Form 1120 S).   

Startup
Professional
Executive

Enrollment with the IRS Electronic Payment System (EFTPS)      

Startup
Professional
Executive

Tax Identification Documents

Form W-7 (ITIN application for a maximum of two people)

Startup
Professional
Executive

Forms W-8 (Form W8 BEN and Form W8 BEN-E)

Startup
Professional
Executive

Form W-9

Startup
Professional
Executive

Payroll

Payroll management (Paystub), with a maximum of 5 employees

Startup
Professional
Executive

Quarterly presentation of contributions and withholdings (Form 941)

Startup
Professional
Executive

Preparation of Form 1099 (Report for a maximum of 3 contractors)

Startup
Professional
Executive

Federal Unemployment Tax Act (FUTA)

Startup
Professional
Executive

State Unemployment Tax Act (SUTA)

Startup
Professional
Executive

Wage and Tax Statement (Form W2)

Startup
Professional
Executive

Annual Report of Franchise Tax

Processing and presentation of the annual report

Startup
Professional
Executive

Contract

No 12-month permanence clause

Startup
Professional
Executive
cost
$ 260 USD
Per Month
cost
$ 380 USD
Per Month
cost
$ 500 USD
Per Month
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Frequently Asked Questions

What happens if I do not meet the minimum permanence of the accounting plan?

A study would be carried out of the services that were provided so far, taking into account that they are charged as individuals. Depending on the amount already paid by the customer, it is analyzed whether to make any additional payment or not.

Can I add or exchange services within my accounting plan month by month?

No, each chart of accounts is designed according to specific needs, so no modifications can be made within it.

Can I accumulate advisory hours from one month to the next?

No, the hours stipulated for the accounting advisories are only valid for each month (Not cumulative).

Can I switch from a higher cost plan to a lower cost one?

Yes, only from the professional to the start up plan. You can change from the executive plan to another one, once you finish your permanence clause.

Is there a permanence clause?

Yes, there is a minimum permanence of 1 year in the executive accounting plan.

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