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5

Annual Tax Business

Required yearly tax filings and payments that a business must complete to remain compliant with federal, state, and local tax laws. These obligations vary depending on the business structure (sole proprietor, LLC, S corporation, or C corporation), income, and location.

At the federal level, businesses must file annual tax returns with the Internal Revenue Service (IRS). This may include income tax returns, self-employment taxes, payroll tax reconciliations, and information returns such as W-2s or 1099s.

$600*

State and federal 

6

Annual Tax Personal

Refers to the yearly income tax filing that individuals are required to submit based on their earnings and financial activity during the tax year. This includes income from employment, self-employment, investments, rental properties, and other taxable sources.

Annual personal tax filing involves reporting income, claiming deductions and credits, calculating taxes owed or refunds due, and meeting required deadlines. Proper preparation helps ensure compliance, minimize tax liability, and avoid penalties or interest.

$190*

*actual client

7

Bookkeeping

involve the accurate recording, organization, and maintenance of a business’s financial transactions. These services ensure that income, expenses, payroll, and taxes are properly tracked, giving business owners a clear and up-to-date view of their financial health.

$190/m*

*one bank account.

Extra account is $35each 

8

Business Plan

is a structured document that outlines a company’s goals, strategies, operations, and financial projections. It serves as a roadmap for starting, managing, and growing a business, and is often required to secure financing, investors, partnerships, or licenses.

A complete business plan typically includes an executive summary, company description, market analysis, products or services offered, marketing and sales strategy, operational plan, management structure, and detailed financial projections (such as startup costs, revenue forecasts, and profit analysis).

$1,300*

*included conceptual floor plan

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9

Quickbooks Training

Learning program designed to teach business owners, managers, and staff how to effectively use QuickBooks to manage their financial records accurately and efficiently.

The training typically covers setting up a company file, chart of accounts, invoicing, expense tracking, bank and credit card reconciliation, payroll integration, sales tax management, and generating financial reports such as profit and loss statements and balance sheets. It may also include best practices for daily bookkeeping and year-end preparation.

$1,950*

*included implementation

10

Notary Services

Notarizing contracts, affidavits, powers of attorney, bills of sale, loan documents, and other legal or business paperwork. The notary confirms the signer’s identity using valid identification, witnesses the signature, and applies an official seal or stamp.

$23 first page

$9 aditional page

11

Translations

Accurate and professional translation of documents, communications, and materials between Portuguese and English. These services ensure that the original meaning, tone, and intent are preserved while adapting the content to the cultural and professional context of each language.

Translation services commonly include contracts, business documents, training materials, marketing content, websites, forms, and official correspondence. They are especially important for businesses, legal processes, licensing applications, and training programs that require clear and precise bilingual communication.

$69*

*per document / several pages up to request

12

Financial Auditor

qualified professional who examines and evaluates a company’s financial records, transactions, and internal controls to ensure accuracy, compliance, and transparency. The auditor verifies that financial statements are prepared correctly and in accordance with applicable accounting standards, tax laws, and regulatory requirements.

The role of a financial auditor helps businesses maintain financial integrity, improve controls, reduce risk, and build trust with owners, investors, lenders, and government agencies.

$800*

*included prifit & loss

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13

Insurance Auditor

involve the review and verification of a business’s operations, payroll, revenue, and risk exposures to ensure that the insurance coverage and premiums are accurate, compliant, and properly classified.

These audits are commonly required by insurance carriers and are especially important for workers’ compensation, general liability, and commercial auto insurance.

$210

14

1099 Form

A 1099 form is a U.S. tax form used to report income you received that is NOT from an employer (meaning no W-2 and no payroll withholding).

It is commonly used for independent contractors, freelancers, self-employed individuals, and certain other payments.

$35*

up to 5 contractors

15

Payroll Processor

Service system that manages a company’s employee payroll accurately and in compliance with labor and tax laws. It is responsible for calculating wages, overtime, bonuses, and deductions, as well as withholding and submitting payroll taxes to federal, state, and local authorities.

Using a payroll processor helps businesses reduce errors, stay compliant, save time, and ensure employees are paid correctly and on schedule.

$60 plus paycheks cost

Meeting
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