OUR Plans
Pay Month-to-month
Start-up
$199mo
Dedicated CPA or EA
QuickBooks Certified ProAdvisor
Monthly Bookkeeping
QuickBooks Online Accounting Software
QuickBooks Desktop Accounting Software
Year-Round Tax Consulting
Business Advisory
Essentials
$249mo
Dedicated CPA or EA
QuickBooks Certified ProAdvisor
Monthly Bookkeeping
QuickBooks Online Accounting Software
QuickBooks Desktop Accounting Software
Year-Round Tax Consulting
Business Advisory
1 Federal and 1 State Personal or Business Income Tax Filing
Plus
$299mo
Dedicated CPA or EA
QuickBooks Certified ProAdvisor
Monthly Bookkeeping
QuickBooks Online Accounting Software
QuickBooks Desktop Accounting Software
Year-Round Tax Consulting
Business Advisory
1 Federal and 1 State Business Income Tax Filing
1 Federal and 1 State Personal Income Tax Filing
Elite
$399mo
Dedicated CPA or EA
Quickbooks Certified ProAdvisor
Monthly Bookkeeping
QuickBooks Online Accounting Software
QuickBooks Desktop Accounting Software
Year-Round Tax Consulting
Business Advisory
1 Federal and 1 State Business Income Tax Filing
1 Federal and 1 State Personal Income Tax Filing
Payroll Management
Billpay (Automate AR/AP)
Sales Tax
Compare Our Packages
SUPPORT & COMMUNICATION
dedicated account manager
dedicated certified proadvisor
dedicated tax accountant
BOOKKEEPING
QuickBooks online
QuickBooks desktop
monthly bookkeeping
financial accounts reconciliation
expense management
mileage tracker
TAX PLANNING
unlimited CPA/EA consultations
review of prior returns
strategic tax planning
tax & budget projections
year-end books review
year-end tax planning
BUSINESS ADVISORY
entity structuring
business strategy consulting
financial planning consultation
assist with lenders & services
TAX PREPARATION
franchise tax forms
entity tax election classification
Federal/state business tax filing
Federal/state personal tax filing
PAYROLL
dedicated payroll specialist
state payroll tax registration
tax payments and filings
BILL PAY
automated accounts payable
automated accounts receivable
sync with accounting software
SALES TAX
state sales tax registration
state sales tax return filing
sales tax payments
Start-up
$199
Monthly
SUPPORT & COMMUNICATION
:
dedicated account manager
dedicated certified proadvisor
dedicated tax accountant
BOOKKEEPING
QuickBooks online
QuickBooks desktop
monthly bookkeeping
financial accounts reconciliation
expense management
TAX PLANNING
unlimited CPA/EA consultations
review of prior returns
strategic tax planning
tax & budget projections
BUSINESS ADVISORY
entity structuring
business strategy consulting
TAX PREPARATION
franchise tax forms
Federal/state personal tax filing
state payroll tax registration
tax payments and filings
automated accounts payable
automated accounts receivable
sync with accounting software
Essentials
$249
Monthly
SUPPORT & COMMUNICATION
:
dedicated account manager
dedicated certified proadvisor
dedicated tax accountant
BOOKKEEPING
QuickBooks online
QuickBooks desktop
monthly bookkeeping
financial accounts reconciliation
expense management
TAX PLANNING
unlimited CPA/EA consultations
review of prior returns
strategic tax planning
tax & budget projections
BUSINESS ADVISORY
entity structuring
business strategy consulting
TAX PREPARATION
franchise tax forms
: *included if 1065/1120S/1120 is not required
Federal/state personal tax filing
state payroll tax registration
tax payments and filings
automated accounts payable
automated accounts receivable
sync with accounting software
Plus
$299
Monthly
SUPPORT & COMMUNICATION
:
dedicated account manager
dedicated certified proadvisor
dedicated tax accountant
BOOKKEEPING
QuickBooks online
QuickBooks desktop
monthly bookkeeping
financial accounts reconciliation
expense management
TAX PLANNING
unlimited CPA/EA consultations
review of prior returns
strategic tax planning
tax & budget projections
BUSINESS ADVISORY
entity structuring
business strategy consulting
TAX PREPARATION
franchise tax forms
Federal/state personal tax filing
state payroll tax registration
tax payments and filings
automated accounts payable
automated accounts receivable
sync with accounting software
Elite
$399
Monthly
SUPPORT & COMMUNICATION
:
dedicated account manager
dedicated certified proadvisor
dedicated tax accountant
BOOKKEEPING
QuickBooks online
QuickBooks desktop
monthly bookkeeping
financial accounts reconciliation
expense management
TAX PLANNING
unlimited CPA/EA consultations
review of prior returns
strategic tax planning
tax & budget projections
BUSINESS ADVISORY
entity structuring
business strategy consulting
TAX PREPARATION
franchise tax forms
Federal/state personal tax filing
state payroll tax registration
tax payments and filings
automated accounts payable
automated accounts receivable
sync with accounting software
Curious how Windroot can help your business?
