BOOKKEEPING AND TAX SERVICES FOR SOLE PROPRIETORS

Taking Care of Your Needs

Financial management for a sole proprietor can get a little tricky especially when YOU are your business.  As an owner operator, keeping personal expenses separate from business expenses is essential.  We can get you organize and compliant.  

SOLE PROPRIETOR PACKAGES

Start- Up

 $75

Revenues of

$0-$100K

No Credit Card Required

Growth

$165

Revenues of

$100 -$250K

No Credit Card Required

Accelerator

$275

Revenues of

$250-$500K*

No Credit Card Required

||  Handwritten Checks $5/each ||
* If your revenues are greater than $500K, please contact us for a quote

All Plans Include:

  • Federal Tax Return

    Each year we will prepare and e-file your 1040, personal tax return.  You will have final approval before we file.

  • State Tax Return

    Included with every package is one state return prepared and filed for you.

  • Schedule A

    We will include as part of your return, a schedule of all itemized deductions. We will further analyze the best option each tax period.

  • Electronic Copies of Tax Document and Document Storage

    Via our secured portal, you will have access to your tax documents  and have the ability to store receipts and other documents.

  • Schedule C

    Because you are a sole proprietor, you must report your profit and loss from you business. We'll ensure you are reporting all of your business information accurately.

  • Monthly Bookkeeping Service

    Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each month.

  • Estimated Tax Vouchers

    We will send you vouchers and instructions each year and quarter for your tax payments. This makes paying a breeze.

  • Communications with T2 Staff (Limited)

    All package include one monthly email with our staff for financial questions and concerns.

  • Financial Review

    Twice per year, we will review all aspects of your business from top to bottom to determine if we can make any recommendations to help you and your business.  You'll receive a summary of our findings.

Add on Services

Weekly Books

Need your books done more often than monthly?  Add on this service for weekly reconciliations of your business transactions.

Let us roll out the red carpet support service!  With this add-on you get unlimited emails, phone calls, and meetings with our accounting staff.

Unlimited Support

Audit Defense

Think of this as an insurance policy on your tax returns.  With this service we will respond to all tax notices you may receive and represent you in an audit.

Get coaching and information to help you better understand the financial health of your business. We will help you to understand cash flow in a simple yet powerful way that will enable you to stay in front of your business' cash position

By far our most popular add-on offering.  With this service, we will help you implement strategies that reduce your tax liability each year.

Tax Planning

CashFlow Management

Corporation Set Up

Need to file for a Corporation? We’ll file with your state, register for a new EIN and if you’d like to be an S-Corporation, we’ll take care of the forms necessary to make that election. State fees apply.

Sales Tax Reporting

No more wasting time trying to figure rate tables and understand tax codes.  We provide effortless and on-time filing to eliminate tax notices and keep your business compliant. Includes one state, additional fees apply per state.

Take advantage of our discounted pricing from QuickBooks.  You need this software for bookkeeping so be sure and get it at a better price than you will find anywhere online.

Quickbooks Online

Rental Properties

If you own rental properties, there are special tax filings that must be done.  This add-on is an annual fee that ensures all rental income and expenses are reported accurately.

If the city you live or work in requires a separate tax return for local taxes, add this feature to your package.  Local taxes can be confusing so we encourage you to let our experts prepare these for you.

Tired of sending invoices to clients? Our team can take that off your hands.  We will prepare all of your invoices and receive payments for you with this add-on feature.

Local Taxes

Accounts Receivables

Accounts Payables

Tired of paying all the bills for the business each month? Our team can take that off your hands.  We will receive your invoices, and make all payments for you with this add-on feature.

Need help running payroll and filing your returns?   We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately. $6 per employee charge applies.

Tired of sending invoices to clients? Our team can take that off your hands.  We will prepare all of your invoices and receive payments for you with this add-on feature.

Payroll

Additional State Returns

We want you to succeed. Contact us today to see how you can benefit from our variety of accounting services.

PERSONALIZED SERVICE, BENEFICIAL RESULTS

We understand the language of business. Accounting and we can help you translate that into tax savings and exponential business growth.

We utilize a cloud base accounting system to enable you full access to your business financial information.  Our role is to ensure that is running properly and all of the data is accounted.  You benefit from our system in that you have a full accounting department  and a point of contact to help you understand how to use your financial data to reach your goals.  That's why we work best with small business looking to create a pathway to success.

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Contact

(281) 712-4989

Address

54 Sugarcreek  Center Blvd Ste 300,  SugarLand,TX 77478

(281) 712-4992

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©2017 by T2 Bookkeeping and Tax Service