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Tax Bundles

Bridging the Gap

There is a common disconnect between the services provided by your bookkeeper and the services provided by your tax preparer, and guess who traditionally plays the middle man?  You!  Your CPA calls you with a question you don’t know how to answer, so you call your bookkeeper to get it.  Your bookkeeper provides the info, you call back your CPA, but the question was only half-answered, so the cycle starts all over.  At the end of the day, you get an invoice from both your CPA and your bookkeeper for the time they spent making you work for them!

In order to bridge this gap, Profit Trackers Inc has paired with Tax Force Inc to provide a unique tax bundle, called the Tax Buddy.  As with Profit Trackers Inc’s packaged bookkeeping services, there is no time clock being punched each time you have a question or need a task completed that is included in your service package.   Profit Trackers Inc  is a sister company of Tax Force Inc and the open communication between the two companies gives our Tax Buddy subscribers the peace of mind that their books are being organized so as to make tax preparation and planning as seamless as possible.

What’s Included
  • Individual (Form 1040) Tax Buddy  $45/month
    • Sole Proprietor (Schedule C) or Single Member LLC (Schedule C)
      • Federal and 1 State tax return preparation and filing
      • Quarterly Estimated Tax planning
      • State sales tax preparation and filing
      • Access to knowledgeable tax professionals
      • IRS and FTB audit representation
  • Business Tax Buddy  from $60-$150/month
    • Multi Member LLC (Form 1065) or Partnership (Form 1065)
      • Federal and 1 State tax return preparation and filing
      • Quarterly Estimated Tax planning
      • State sales tax preparation and filing
      • Access to knowledgeable tax professionals
      • IRS and FTB audit representation
      • C-Corp (Form 1120) or S-Corp (Form 1120S)
        • Federal and 1 State tax return preparation and filing
        • Quarterly Estimated Tax planning
        • State sales tax preparation and filing
        • Assistance with annual Statement of Information filing
        • Assistance with property tax return (Form 571-L) filing
        • Access to knowledgeable tax professionals
        • IRS and FTB audit representation
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