Sole Proprietorship Packages
Fixed Service Fee Guarantee
Benchmark’s monthly Fixed Service Fee Guarantee is set based upon the size of your business and the scope of what you require, so all businesses can afford great Bookkeeping and Tax Services.
Affordable Options To Meet Your Needs
$0 – $50K
$50 – $125K
$125 – $250K
$250 – $400K
If Your Revenue Is Greater Than $400K
Please Contact Us For A Custom Quote
All Packages Include The Following
Federal Tax Return
Each year we will prepare and e-file your business tax return.
Monthly Bookkeeping Service
Our bookkeepers will review, code, categorize and reconcile all your business financial transactions, then we will prepare your financial statements. Profit coaching and Insight coaching are great add-ons to help you manage your business.
Schedules A & C
Included in your Federal Tax Return we will prepare Schedules A and C.
Staff Communication (Limited)
All packages include one monthly email to our staff to answer financial questions.
Estimated Tax Vouchers
We will prepare your estimated tax voucher, so you can file your quarterly and annual tax payments.
We prepare and file your tax return, then provide you electronic copies for your records.
State Tax Return
If required, we will prepare one state tax return.
Optional Package Add-Ons
QuickBooks Online $25/mo
QuickBooks Online software is required. As a QBO ProAdvisor, we can provide you with a discounted subscription.
Weekly Bookkeeping $40/mo
Your books are kept updated weekly, so you have the most current financial information at your fingertips.
Unlimited Support $60/mo
First class business support to help you with your questions. Just contact us and we will be glad to help you.
Running payroll is a hassle for business owners. Let us process payroll, then we will file the quarterly and annual returns. $6 per employee after 1.
Tax Planning $60/mo o
We will help you implement strategies to ease your tax burden.
Additional Investments $20/mo
Other small investments, such as rental property can be tracked under one business accounting system.
Additional State Return $20/mo o
If you require an additional state tax return filed, we can handle this for you.
Personal Tax Return $49/mo
Need an individual personal tax return prepared by our in-house team? We will prepare all of your personal federal and state returns with this add-on feature.
Audit Defense $10/mo o
Think of this as an insurance policy on your tax returns. With this service we will respond to all tax notices you may receive and represent you in an audit.
Corporation Setup $450
Need to file for a Corporation? We’ll file with your state, register for a new EIN and if you’d like to be an S-Corporation, we’ll take care of the forms necessary to make that election. State fees apply.
Accounts Payable $285/mo o
Tired of paying all the bills for the business each month? Our team can take that off your hands. We will receive your invoices, and make all payments for you with this add-on feature.
Profit Coaching $80/mo
Where did all the money go? Profit Coaching helps you keep more of your money. This is revenue, expense, debt control and budgeting on steroids. Each month we will contact you to review and explain your financial statements. See what happens when you pay yourself first!
InSight Coaching $80/mo
Operations Management is absolutely a game changer in business. Establishing Standard Operating Procedures eases your management pain, puts everyone on the same page creating a valuable business. Management planning is critical for a business to succeed!