Tax Packages

2021 Tax Packages

Tax Elite

What's Included
  • 2020 Federal & state tax returns
  • 12 months of unlimited email support
  • Private Community
  • Email and scheduled phone meetings
  • Secure Cloud Portal/24-7 Cloud to gather, organize and sign tax docs
  • Quarterly estimated tax payment reminders (amounts based on 2020 tax return)
Discounted Rates

You’ll receive discounted rates on the following services;

  • Tax planning
  • Quarterly estimated tax payment calculations based on 2021 business figures
  • Handling of IRS Notices
  • IRS Audit Representation
  • Workshops (6+ per year)
  • CFO Approach
  • 5% annual prepayment discount
Other Services
  • QB Accounting package (separate flat fee)
  • Amended Returns & backwork (quoted)

Gold Elite

What's Included
  • 2020 Federal & state tax returns
  • 12 months of unlimited email & phone support
  • Private Community
  • Email, Phone & Zoom meetings
  • Secure Cloud Portal/24-7 Cloud to gather, organize and sign tax docs
  • Annual tax planning
  • Quarterly estimated tax payment reminders (amounts based on 2020 tax return)
  • Handling of IRS notices
  • Unlimited workshops (6+ per year)
  • Annual web meeting with Bree
Discounted Services

You’ll receive discounted rates on the following services;

  • Quarterly estimated tax payment calculations based on 2021 business figures
  • IRS Audit Representation
  • CFO Approach
  • 5% annual prepayment discount
Optional Add-on Services
  • QB Accounting package (separate flat fee)
  • Amended Returns & backwork (quoted)

VIP

What's Included
  • 2020 Federal & state tax returns
  • 12 months of unlimited email and phone support
  • Private Community
  • Email, Phone, Zoom, In-Person meetings (COVID permitting)
  • Secure Cloud Portal/24-7 Cloud to gather, organize and sign tax docs
  • Quarterly Tax Planning
  • Quarterly estimated tax payment calculations based on 2021 business figures
  • Handling of IRS Notices
  • VIP rewards
  • Unlimited Workshops (6+ per year)
  • CFO Approach
  • Semi-Annual web meeting with Bree
  • VIP urgent access to BBA team
Discounted Rates

You’ll receive discounted rates on the following services;

  • IRS Audit Representation
  • Workshops (6+ per year)
  • Annual “A Team” Meeting with Accountant(us!), Attorney and (financial) Advisor
  • Payroll Services (w/ ADP)
  • Bookkeeping services
  • CFO Approach
  • 10% annual prepayment discount
Other Services
  • QB Accounting package (separate flat fee)
  • Amended Returns & backwork (quoted)

Executive

What's Included
  • 2020 Federal & state tax returns
  • 12 months of unlimited email and phone support
  • Private Community
  • Email, Phone, Zoom, In-Person meetings (COVID permitting)
  • Secure Cloud Portal/24-7 Cloud to gather, organize and sign tax docs
  • Any time tax planning
  • Quarterly estimated tax payment calculations based on 2021 business figures
  • Handling of IRS Notices
  • IRS Audit representation (3 years)
  • Annual “A Team” Meeting with Accountant(us!), Attorney and (financial) Advisor
  • VIP rewards
  • Unlimited Workshops (6+ per year)
  • CFO Approach
  • Payroll Services (w/ ADP)
  • Bookkeeping services
  • Anytime, scheduled in advance meetings with Bree
  • VIP urgent access to BBA team
Discounted Rates

You’ll receive discounted rates on the following services;

  • 10% annual prepayment discount
Other Services
  • QB Accounting package (separate flat fee)
  • Amended Returns & backwork (quoted)

Compare Packages

Value ReceivedOnce-a-yearTax EliteGold EliteVIPExecutive
2020 Federal & state tax returns
12 months of Unlimited Support
Private Community
Email Support
Phone & Zoom Meetings
In-Person Meetings(COVID permitting)
Secure Cloud Portal/24-7 Cloud to Gather, Organize and Sign Tax Docs
Quarterly Tax Planning
Annual Tax Planning
Quarterly Estimated Tax Payment Calculations based on 2021 Business Figures
Quarterly Estimated Tax Payment Reminders
Handling of IRS Notices
IRS Audit Representation for 3 years
Annual "A Team" Meeting with Accountant(us!), Attorney and (financial) Advisor
VIP Rewards
Unlimited Workshops (6+ per year)
CFO Approach
Payroll Services (w/ ADP)
Bookkeeping Services
Semi-Annual Web Meetings with Bree
Annual Web Meetings w/ Bree
VIP Urgent Access to BBA team
5% Annual Prepayment Discount
10% Annual Prepayment Discount
Amended Returns & Backwork (quoted only)
QB Accounting Package (separate flat fee)

Not sure which package you need?

Don’t see the right package for your needs? Schedule a Tax Discovery call with our team and let us help you pick the right package!