Our Business Full Financial Service Plans
Monthly Accounting Services
Onboarding and Training
Annual Tax Planning Meeting
Entity Review
Quarterly QuickBooks Accounting Records Review
Retirement Plan Review & Set-Up
Business Federal & One State Tax Returns *
Estimated Tax Payment Vouchers
QuickBooks Simple Start Account Fee Covered
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All Services Noted in the Basic Plan +
Quarterly Business Review
Single Owner Payroll
Sales Tax Returns Prepared
Business & Owner Tax Returns Prepared *
Premium Tax Planning Service
Owner Personal Financial Planning
Unlimited Phone and Virtual Support
All Services Noted in the Advanced Plan +
Monthly Business Review
Cash Management Advisory
Growth Advisory
Payroll Support
Employee Personal Financial Planning Service
Custom Reporting
Audit Representation
We Accept
* The tax return preparation services noted in our plans are included after 12 consecutive months of service payments. All service plans are paid monthly in advance via an automatic credit card transaction. Monthly plans automatically renew annually but can be canceled with notice before the start of the new billable year. Please note that we reserve the right to decline to perform a service, you will be notified of the reason for the decline, and we will issue a full refund of the first month's fee when a service is declined.
"Our reward is not earning more fees simply because your business or investment portfolio has grown. Our services are all offered at fixed pricing rates so there are no surprises and your earnings growth stays where it belongs, with you. Because our reward is seeing the look on your face when you meet your goals; feeling a sense of pride because we served as your trusted advisor during your journey to financial freedom."
Click on the circle to listen to Sylvia discuss the difference between a CPA and others, such as Enrolled Agents or Registered Tax Preparers, who claim they are financial experts.
WHEN YOU ARE READY TO TAKE THE NEXT STEP
Schedule Your Business Consultation
Use the calendar to schedule a virtual consultation with an Advisor on a day and time that is convenient for you.
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Give us a call to schedule an in-person consultation, or you can use this link to schedule: ​
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5230 Washington Street
Suite 201
West Roxbury, MA 02132
617-390-2077
** All sales will appear as Singleton Wealth Management on your billing statement