I/we the undersigned assign the selected Accounting and/or Tax oversight to Katherine M. Johnson, CPA for a term of one (1) year from the date of this agreement. For these services rendered, we agree to the pricing outlined in Schedule A of this contract, payable monthly by automatic credit card draft. In return, I/we shall receive the following services:Packages *Startup Package $379/mo. – Ideal for monthly revenues up to $5k per monthGrowth Package $499/mo. – Ideal for monthly revenues from $5k – $20k per monthSmall Business Package $629/mo. – Ideal for monthly revenues from $20k – $50k per monthEnterprise Package $779/mo. – Ideal for monthly revenues from $50k – $100k per monthMega Package $899/mo. – Ideal for monthly revenues $100k – $150k per monthCustom Package (Contact Us for Pricing) – Ideal for monthly revenues $150k + per monthAll above packages include: • Business tax return preparation • Personal tax return preparation (if additional businesses or rentals are involved, there may be additional fees) • Efile/Direct Deposit • Bookkeeping • Bank Reconciliation • Financial Statement Preparation • Insurance and Workers Comp Audit assistance • Tax Planner Pro • Sales Tax reporting if required • Estimated tax calculations and coupons • Tax Return Vault • Secretary of State Annual Report RenewalAdd On Package Options Invoicing - $285/mo. Prepare Invoices Mail Invoices to Customers Manage Payments Online System (You have access to)Yes! I would like to add InvoicingAccounts Payable - $250/mo. Process Vendor Payments Manage Accounts payableYes! I would like to add Accounts PayableEmployee Payroll – request quote Payroll Runs - Monthly, Bi-Weekly or Semi-Monthly Quarterly Tax Filings and W-2’s (State Included) Direct DepositYes! I would like to add Employee PayrollBusiness Setup $545 one time fee + State fees Preparation of Corporation Documents including: 1. Articles of incorporation 2. EIN 3. Form 2553 if an SCorp 4. Registrations - Federal and State Tax AuthoritiesYes! I would like to add Business Setup This agreement between the subscriber and Katherine M. Johnson, CPA shall be automatically renewed for an additional year from date of agreement unless written notice of cancellation is given at least 30 days before the expiration of the service. Business revenue will be reviewed every month in order to establish any necessary adjustment in fee per Schedule A. If revenue amounts change for 2 consecutive months (either up or down), the fee will be recalculated based on those changes. Any incident occurring prior to the date of this agreement is not covered by our service. Client is responsible for submitting complete and accurate information to Katherine M. Johnson, CPA.Package Start Date: *Monthly Amount at Package Start: $ Business Name: *Address: *Email: *Alternate Phone: Phone: *Client Signature: *Date: * VerificationPlease enter any two digits *Example: 12This box is for spam protection - <strong>please leave it blank</strong>:
