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 Received | Once-a-year | Tax Elite | Gold Elite | VIP | Executive |
|---|---|---|---|---|---|
| 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) | ✅ | ✅ | ✅ | ✅ |
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