At Rachelle Harp CPA, PLLC, we focus our expertise on assisting small-scale enterprises, typically those with fewer than 100 employees. Why this emphasis? Our primary goal is to assist individuals and, importantly, to directly support business owners. And to be candid, as a business reaches a certain magnitude, layers of management often hinder direct owner involvement. Access to the owners enables us to ensure they are optimizing their business's potential for themselves and their families.
Given our proficiency in small business matters, we've curated business advisory service plans that encompass these exceptionally innovative components.
| Business Advisory Harmony | A la Carte* | Motif | Composition | Counterpoint |
|---|---|---|---|---|
| 2023 Tax Planning and Preparation | ||||
| Streamlined Tax Planning, Tax Projection Worksheets | $350 to $500 | X | X | X |
| Annual Tax Reduction, Shifting and Deferral Analysis | $350 to $500 | X | X | X |
| Small Business Tax Deductions Optimization | Included | X | X | X |
| Section 199A QBI Deduction Tax and Salary Optimization | $300 | X | X | X |
| Estimated Income Taxes (via increased payroll withholdings) | Included | X | X | X |
| Business Entity Tax Return (Form 1065, 1120, 1120S) | $1,500 starting | X | X | X |
| Individual Tax Return (Form 1040, joint filing), One Owner | $800 starting | X | X | X |
| Expat / Foreign Income Calcs (Form 2555, FBAR, Form 8938) | $300 to $500 | Add-On | Add-On | Add-On |
| Tax Resolution, Audit Defense | Varies | As Req'd | As Req'd | As Req'd |
| Financial Planning, Calculations, Discussions | $900 to $2,500Add-On | Add-On | Add-On | X |
| Situational Tax Law Research (up to 3 hours annually) | $750 to $1,000 | X | ||
| Payroll and Accounting Services | ||||
| Reasonable Shareholder Salary Calculation (RCReports) | $500 | X | X | X |
| Monthly Shareholder Payroll Processing (includes spouse, kids extra) | $1,200 | X | X | X |
| Employee Payroll Processing (bi-weekly, direct deposit) | Varies | Add-On | Add-On | Add-On |
| Annual Payroll Processing (W-2s, other filings, up to ten 1099s) | Included | X | X | X |
| Accounting Services (bookkeeping + analysis... see below) | Varies | Add-On | Add-On | Add-On |
| Quarterly QuickBooks Consulting (QuickStart Launch) | $250, $750 | Add-On | X | X |
| Business Advisory Services | ||||
| Consulting | ||||
| Business Consultation, Periodic Business Reviews (PBR) | $250 to $1,000 | Annually | Routine | Routine |
| Complimentary Quick Chats (CQC) | $250 to $500 | Routine | Routine | Routine |
| CPA Concierge Services | VariesAdd-On | Add-On | Add-On | X |
| Interfacing with Lenders, Attorneys, Financial Planners | $750 | Routine | Routine | |
| Financial Analysis | ||||
| Fractional Controller (monitoring 3rd party bookkeeping) | Varies | Add-On | Add-On | Routine |
| Quarterly Financial Statements Analysis, Comparisons | $1,200 | X | X | |
| Annual Cash Flow Management and Analysis | $1,500 to $2,500 | X | ||
| Annual Budgeting, Forecasting, Goal Setting | $750 to $1,000 | X | ||
| Annual First Research Reports, Industry-Focused Consulting | $350 to $600 | X | X | |
| Annual National and Metro Economic Reports | $150 | X | ||
| KPI Analysis, Benchmarking, Hot Sheets, Trend Analysis | $500 to $1,500 | X | ||
| Strategy and Maintenance | ||||
| C-Level Financial Advice, Strategic Planning (Fractional CFO) | Varies | X | ||
| Succession Planning, Ownership Changes Consultation | $750 to $1,000 | Routine | ||
| Annual Business Valuation | $2,500 to $3,000 | X | ||
| Annual Corporate Governance, Resolutions, Meetings | $150 + filing fee | X | X | |
| Annual Fee | $4,320 | $7,560 | Custom | |
| Monthly Fee | $360 | $630 | Custom |
We additionally offer Tax Harmonies! This service is ideal for individuals who don't require all the elaborate business advisory features mentioned earlier but occasionally seek assistance from an experienced tax consultant and business advisor. Have a brief tax inquiry? Need insights on depreciation rules for a new car purchase? Curious about your tax bill forecast for April while it's still August? Tax Harmonies is like a musical guide—you may not always use it, but it brings reassurance knowing it's there.
| Tax Harmony | A la Carte* | Note | Cord | Melody |
|---|---|---|---|---|
| Individual Tax Return Prep (Form 1040, joint filing) | $800 starting | X | X | |
| Business Entity Tax Return Prep (Form 1065, 1120, 1120S) | $1,500 starting | X | X | |
| Streamlined Tax Planning, Tax Projection Worksheets | $350 to $500 | X | X | X |
| Estimated Tax Payments Calcs | Included | X | X | X |
| Tax Resolutions, Audit Defense | NA | Add-On | Add-On | Add-On |
| Complimentary Quick Chats (CQC) | $250 to $500 | Routine | Routine | Routine |
| Annual Fee | $1,500 | $2,100 | $3,180 | |
| Monthly Fee | $125 | $175 | $265 |
The following are additional business services to get your venture launched and on the way. Some of these are teased out separately as one and done fees like formation and onboarding stuff.
| Accounting, Payroll* | |
|---|---|
| Monthly Accounting (bookkeeping + analysis) | starting at $500 / month |
| Bi-Monthly Accounting (bookkeeping + analysis every 2 months) | starting at $250 / month |
| Quad-Monthly Accounting (bookkeeping + analysis every 4 months) | starting at $150 / month |
| Sales Tax, Personal Property Tax | typically $75 / month, $150 / quarter |
| Employee Payroll (direct deposit, bi-weekly) | 1 employee, $100 / month |
| Accounting Setup or Transfer (Fractional Controller) | 2-5 employees, $175 / month |
| Fine Print: Accounting fees are based on 2 bank account with less than 250 monthly transactions but does not include the QBO fee from Intuit. Custom quote is available if you have a lot going on such as third-party integrations (POS, time billing system), accrual accounting method, extensive benefits packages and / or industry specific issues (e.g, job costing in construction). Even Finer Print: Employee payroll can be added only if already using our Business Advisory Service plans above (e.g, Vail). Custom quote for more than 5 employees and a referral to therapy. |
|
| Formation | |
| Articles of Organization or Incorporation, or Dissolution | $625 + state filing fee |
| Initial Report (if required) | $125 + state filing fee |
| Annual Report | $350 + state filing fee |
| Employer Identification Number (EIN) | Included |
| Single Member Operating Agreement (SMLLC) | Included |
| MS Word Templated Bylaws Agreement (Corporations) | Included |
| S Corp Election, Timely Election (made with formation) | Included |
| Accountable Plan | Included |
| Onboarding | |
| Payroll Accounts Setup, Transfer, Closing | $550 to $650 depending on state |
| Employee Data Transfer | $25 per EE, >5 |
| Accounting Setup or Transfer (Fractional Controller) | Varies |
| QuickStart QuickBooks Setup and Support (90 days) | $750 |
| S Corp Election, Timely Election (within 75 days) | $450 |
| Late S Corp Election Back to January 2023 | $600, $1,200 after Jan 1 2024 |
| Examine Prior Tax Returns | Included |
| Maintenance | Included |
| Entity Relocation Package (payroll closure and opening, entity move) | $800 (some are $1,050) + state filing fees |
| Address Changes w/o Payroll (IRS, State Dept of Revenue, Secretary of State) | $250 + state filing fees |
| Address Changes with Payroll (above + state and local payroll agencies) | $350 to $450 + state filing fees |
| Our entity relocation package includes closing your current payroll accounts, opening shiny new ones, moving your entity with the Secretary of State (if applicable) and updating addresses as necessary. | |
| Speaking of address changes... these are tough. Basic address changes require IRS, State Department of Revenue and Secretary of State notifications. Address changes that include payroll add another level of complexity since departments of revenue are not the same as departments of labor, and there might be local or municipal agencies as well. |
