Corporate and LLC Group Plan 5

Included Services in Plan 5:

• Form 1065 Partnership Filing – Full preparation and filing of the partnership tax return.
• Schedule K-1 Preparation – Year-end K-1 tax forms prepared for all 6 members.
• LLC Formation – Includes state filing fees and operating agreement setup (North Carolina).
• Corporate or Partnership Tax Strategy – Guidance on partnership-level and member-level tax planning strategies.
• QuickBooks Subscription – One-year subscription with initial setup and training support.
• Business Plan Development – Draft and review of a basic business plan tailored to the client’s objectives.
• Maximize Business Deductions – Ensure that all eligible business expenses and deductions are applied.
• Year-Round Tax Support – Ongoing consultations for business tax planning and compliance guidance.
• Audit Protection – IRS representation and support in case of audit or IRS correspondence, which includes up to five hours per/year.

Optional Add-Ons (Available Upon Request)

• **Additional services can be added as needed:**
• Individual 1040 Tax Return Filing  per member
• Payroll Setup & Compliance – annually
• Registered Agent Services – (North Carolina)
• Advanced Tax Strategy Consulting for complex planning sessions

Base Price of $3,500

Included Services in Plan 5:

• Form 1065 Partnership Filing – Full preparation and filing of the partnership tax return.
• Schedule K-1 Preparation – Year-end K-1 tax forms prepared for all 6 members.
• LLC Formation – Includes state filing fees and operating agreement setup (North Carolina).
• Corporate or Partnership Tax Strategy – Guidance on partnership-level and member-level tax planning strategies.
• QuickBooks Subscription – One-year subscription with initial setup and training support.
• Business Plan Development – Draft and review of a basic business plan tailored to the client’s objectives.
• Maximize Business Deductions – Ensure that all eligible business expenses and deductions are applied.
• Year-Round Tax Support – Ongoing consultations for business tax planning and compliance guidance.
• Audit Protection – IRS representation and support in case of audit or IRS correspondence, which includes up to fiver hours per/year.

Optional Add-Ons (Available Upon Request)

• **Additional services can be added as needed:**
• Individual 1040 Tax Return Filing  per member
• Payroll Setup & Compliance – annually
• Registered Agent Services – (North Carolina)
• Advanced Tax Strategy Consulting for complex planning sessions

6 Monthly Payments of $583.33