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Tax Packages

Select an option that best suits your needs

[t_pricing_table padding=”true” animation=”disable” plan_style=”rounded”][t_plan title=”Tax Reinforcements” color=”blue” price=”200+” currency=”$” per=”Month” button_text=”Get a Quote” button_link=”https://lumenadvisory.com/contact-us” width=”1/3″]
  • 2021
  • Tax Support – Planning
  • Quarterly Estimated Taxes
  • Tax Preparation – Business Return
  • Tax Preparation – Distribution Schedules
  • Tax Preparation – State Return
  • Sales Tax Filing
  • Property Tax Filings
  • 1099 Filings
  • Annual Reports
  • Payroll Registration – State
[/t_plan][t_plan title=”Tax Support” color=”blue” price=”150+” currency=”$” per=”Month” button_text=”Get a Quote” button_link=”https://lumenadvisory.com/contact-us” width=”1/4″]
  • 2021
  • Tax Support – Base
  • Tax Preparation – Business Return
  • Tax Preparation – Distribution Schedules
  • Tax Preparation – State Return
  • Sales Tax Filing
  • Property Tax Filings
  • 1099 Filings
  • Annual Reports
  • Payroll Registration – State
[/t_plan][t_plan title=”Tax Prep” color=”blue” price=”650+” currency=”$” per=”One Time” button_text=”Get a Quote” button_link=”https://lumenadvisory.com/contact-us” width=”1/4″]
  • 2020
  • Tax Preparation – Business Return – Deposit
  • Tax Preparation – Business Return – Remainder
  • Tax Preparation – State Return
[/t_plan][/t_pricing_table]

Monthly Packages

Don’t get locked into a contract. Start and end when you want!

[t_pricing_table padding=”true” animation=”disable” plan_style=”rounded”][t_plan title=”Starter” color=”blue” price=”300+” currency=”$” per=”Month” button_text=”Get a Quote” button_link=”https://lumenadvisory.com/contact-us” width=”1/3″]
  • Bank Reconciliation
  • Expense Coding
  • Receipt Management
  • Ongoing Support
[/t_plan][t_plan title=”Standard” color=”blue” price=”600+” currency=”$” per=”Month” button_text=”Get a Quote” button_link=”https://lumenadvisory.com/contact-us” width=”1/4″]
  • Same as Starter
  • Medium Size Businesses
  • Dashboard Reporting
[/t_plan][t_plan title=”Premium” color=”blue” price=”Inquire” button_text=”Get a Quote” button_link=”https://lumenadvisory.com/contact-us” width=”1/4″]
  • Payroll
  • Bill Payment
  • Annual Budget
  • Cash Management
  • Forecasting
[/t_plan][/t_pricing_table]

Setup

It’s quick and easy. Get started today!

[t_pricing_table padding=”true” animation=”disable” plan_style=”rounded”][t_plan title=”Bookkeeping” subtitle=”via Xero” color=”blue” price=”350″ currency=”$” per=”One Time” width=”1/4″]
  • Cloud Accounting Software
  • Account Creation
  • Custom Chart of Accounts
  • Conversion From Old Accounting Systems
  • Input Company Information
[/t_plan][t_plan title=”Bill Payment” subtitle=”via Bill.com” color=”blue” price=”350″ currency=”$” per=”One Time” width=”1/4″]
  • Import Chart of Accounts
  • Sync Bill.com with Xero
  • Setup Bill Approval Processes
  • Connect Bank Accounts
  • Input Company Information
[/t_plan][t_plan title=”Payroll” subtitle=”via Gusto” color=”blue” price=”200+” currency=”$” per=”One Time” width=”1/4″]
  • Convert Payroll Data from Old Systems
  • Connect Bank Accounts
  • Setup Employees
  • Invite Employees for Online Access
  • Input Company Tax Information
[/t_plan][t_plan title=”Dashboard” subtitle=”via Fathom” color=”blue” price=”200+” currency=”$” per=”One Time” width=”1/4″]
  • Year Over Year Comparisons
  • Trend Analysis
  • Key Ratio Monitoring
  • Visualized Financials
[/t_plan][/t_pricing_table]