Business Advisory Harmony Plans

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.

2023 Tax Planning and Preparation Costs
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
Tax Harmony Plans

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
Additional Business Services

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.