Trust
Trust Tier 3: Irrevocable Trust
Fiduciary accounting for irrevocable trusts and multiple beneficiaries.
INQUIRE ABOUT THIS SERVICEWEALTH STRATEGIST ACCOUNTING GROUP
Services
Your household. Your business. Your trust.
Accounting support that works with the full picture.
Your strategist works alongside a dedicated accounting firm. Accounting and tax services are performed by that firm under a separate engagement.
Explore the services below. The accounting firm confirms the scope, fee, and timing before work begins.
Featured Services
Tax Prep
Individual 1040 (Simple)
W-2 income and standard deduction.
INQUIRE ABOUT THIS SERVICETax Prep
Individual 1040 (Standard)
Itemized deductions, interest, and dividends.
INQUIRE ABOUT THIS SERVICETax Prep
Individual 1040 (Complex)
Rental, self-employment, K-1, or multi-state activity.
INQUIRE ABOUT THIS SERVICEBookkeeping
Bookkeeping Starter
Up to 50 monthly transactions; profit-and-loss reporting and reconciliation.
INQUIRE ABOUT THIS SERVICEBookkeeping
Bookkeeping Standard
51-150 monthly transactions; balance sheet and receivables/payables tracking.
INQUIRE ABOUT THIS SERVICEBookkeeping
Bookkeeping Growth
151-300 monthly transactions; class tracking and basic job costing.
INQUIRE ABOUT THIS SERVICEPayroll
Payroll Setup (New Business)
Tax account and payroll system setup.
INQUIRE ABOUT THIS SERVICEPayroll
Payroll Setup (Migration)
Transfer of payroll records and year-to-date data.
INQUIRE ABOUT THIS SERVICEPayroll
Payroll Processing (Weekly)
Up to five employees; additional employees quoted separately.
INQUIRE ABOUT THIS SERVICESales Tax
Sales Tax Registration
Registration and nexus review.
INQUIRE ABOUT THIS SERVICESales Tax
Monthly Sales Tax Return
One state's monthly filing.
INQUIRE ABOUT THIS SERVICESales Tax
Quarterly Sales Tax Return
One state's quarterly filing.
INQUIRE ABOUT THIS SERVICEAdvisory
General Advisory
Accounting and tax planning conversations.
INQUIRE ABOUT THIS SERVICEAdvisory
CFO Advisory
Cash flow, budgets, performance metrics, and financing preparation.
INQUIRE ABOUT THIS SERVICEAdvisory
Business Start-Up Consultation
Entity and accounting setup coordination.
INQUIRE ABOUT THIS SERVICETax Prep
Tax Prep
Individual 1040 (Simple)
W-2 income and standard deduction.
INQUIRE ABOUT THIS SERVICETax Prep
Individual 1040 (Standard)
Itemized deductions, interest, and dividends.
INQUIRE ABOUT THIS SERVICETax Prep
Individual 1040 (Complex)
Rental, self-employment, K-1, or multi-state activity.
INQUIRE ABOUT THIS SERVICETax Prep
Schedule C
Business schedule added to an individual return.
INQUIRE ABOUT THIS SERVICETax Prep
Schedule E
Rental property schedule added to an individual return.
INQUIRE ABOUT THIS SERVICETax Prep
S-Corporation (Form 1120-S)
Corporate return and shareholder K-1 preparation.
INQUIRE ABOUT THIS SERVICETax Prep
C-Corporation (Form 1120)
Corporate federal return; state work priced separately.
INQUIRE ABOUT THIS SERVICETax Prep
Partnership / LLC (Form 1065)
Partnership return and partner K-1 preparation.
INQUIRE ABOUT THIS SERVICETax Prep
Ministry / Nonprofit + Individual 1040
Ministry/nonprofit accounting review plus one individual Form 1040. Any required organizational returns are scoped separately.
INQUIRE ABOUT THIS SERVICETax Prep
State Return
Additional state filing.
INQUIRE ABOUT THIS SERVICETax Prep
Prior-Year Return
Scope and complexity reviewed before quoting.
INQUIRE ABOUT THIS SERVICETax Prep
Amended Return (Form 1040-X)
Correction of an individual return.
INQUIRE ABOUT THIS SERVICETax Prep
Extension Filing
Extension preparation and estimated balance review.
INQUIRE ABOUT THIS SERVICETax Prep
IRS Correspondence / Audit Preparation
Notice response and preparation support; representation subject to engagement and authorization.
INQUIRE ABOUT THIS SERVICEBookkeeping
Bookkeeping
Bookkeeping Starter
Up to 50 monthly transactions; profit-and-loss reporting and reconciliation.
INQUIRE ABOUT THIS SERVICEBookkeeping
Bookkeeping Standard
51-150 monthly transactions; balance sheet and receivables/payables tracking.
INQUIRE ABOUT THIS SERVICEBookkeeping
Bookkeeping Growth
151-300 monthly transactions; class tracking and basic job costing.
INQUIRE ABOUT THIS SERVICEBookkeeping
Bookkeeping Premium
301-500 monthly transactions; custom reporting and dedicated support.
INQUIRE ABOUT THIS SERVICEBookkeeping
Bookkeeping Enterprise
More than 500 monthly transactions; scope agreed after reviewing your books.
INQUIRE ABOUT THIS SERVICEBookkeeping
QuickBooks Setup / Migration
Accounts, opening balances, and migration support.
INQUIRE ABOUT THIS SERVICEBookkeeping
Catch-Up / Clean-Up Bookkeeping
Reconstruction of missing monthly books.
INQUIRE ABOUT THIS SERVICEBookkeeping
1099-NEC Preparation
Contractor form preparation and e-filing.
INQUIRE ABOUT THIS SERVICEBookkeeping
Bank Reconciliation
Reconciliation as a separate service.
INQUIRE ABOUT THIS SERVICEBookkeeping
Accounts Receivable Management
Customer invoices, aging reports, and follow-up.
INQUIRE ABOUT THIS SERVICEBookkeeping
Accounts Payable Management
Vendor records and payment scheduling.
INQUIRE ABOUT THIS SERVICEPayroll
Payroll
Payroll Setup (New Business)
Tax account and payroll system setup.
INQUIRE ABOUT THIS SERVICEPayroll
Payroll Setup (Migration)
Transfer of payroll records and year-to-date data.
INQUIRE ABOUT THIS SERVICEPayroll
Payroll Processing (Weekly)
Up to five employees; additional employees quoted separately.
INQUIRE ABOUT THIS SERVICEPayroll
Payroll Processing (Biweekly)
Up to five employees; additional employees quoted separately.
INQUIRE ABOUT THIS SERVICEPayroll
Payroll Processing (Semimonthly)
Up to five employees; additional employees quoted separately.
INQUIRE ABOUT THIS SERVICEPayroll
Payroll Processing (Monthly)
Up to five employees; additional employees quoted separately.
INQUIRE ABOUT THIS SERVICEPayroll
Direct Deposit Setup
Employee enrollment.
INQUIRE ABOUT THIS SERVICEPayroll
W-2 / W-3 Year-End Filing
Year-end forms and SSA filing.
INQUIRE ABOUT THIS SERVICEPayroll
Payroll Tax Deposits
Deposit and filing support scoped with your processing plan.
INQUIRE ABOUT THIS SERVICEPayroll
New Employee Onboarding Packet
Employment and payroll paperwork.
INQUIRE ABOUT THIS SERVICEPayroll
Garnishment / Levy Processing
Administration of an active withholding order.
INQUIRE ABOUT THIS SERVICEPayroll
Payroll Platform Subscription
Third-party software costs confirmed in the engagement.
INQUIRE ABOUT THIS SERVICEPayroll
Form 941
Quarterly federal employer return.
INQUIRE ABOUT THIS SERVICEPayroll
Form 940
Annual federal unemployment return.
INQUIRE ABOUT THIS SERVICEPayroll
State Quarterly Withholding Return
State payroll withholding filing.
INQUIRE ABOUT THIS SERVICEPayroll
State Unemployment Return
State unemployment filing.
INQUIRE ABOUT THIS SERVICEPayroll
Local / City Payroll Tax Return
One local jurisdiction.
INQUIRE ABOUT THIS SERVICEPayroll
Quarterly Payroll Bundle
Form 941 plus one state withholding and unemployment return.
INQUIRE ABOUT THIS SERVICESales Tax
Sales Tax
Sales Tax Registration
Registration and nexus review.
INQUIRE ABOUT THIS SERVICESales Tax
Monthly Sales Tax Return
One state's monthly filing.
INQUIRE ABOUT THIS SERVICESales Tax
Quarterly Sales Tax Return
One state's quarterly filing.
INQUIRE ABOUT THIS SERVICESales Tax
Annual Sales Tax Return
One state's annual filing.
INQUIRE ABOUT THIS SERVICESales Tax
Multi-State Bundle (3 States)
Three states in one reporting period.
INQUIRE ABOUT THIS SERVICESales Tax
Sales Tax Nexus Study
Review of state filing obligations.
INQUIRE ABOUT THIS SERVICESales Tax
Sales Tax Clean-Up (Minor)
One to six months of filing backlog.
INQUIRE ABOUT THIS SERVICESales Tax
Sales Tax Clean-Up (Moderate)
Seven to eighteen months of filing backlog.
INQUIRE ABOUT THIS SERVICESales Tax
Sales Tax Clean-Up (Extensive)
Nineteen to thirty-six months of filing backlog.
INQUIRE ABOUT THIS SERVICESales Tax
Voluntary Disclosure Agreement
Preparation support; government fees separate.
INQUIRE ABOUT THIS SERVICESales Tax
Sales Tax Audit Support
Documentation and audit-response support within the engagement.
INQUIRE ABOUT THIS SERVICESales Tax
Exemption Certificate Management (Setup)
Certificate collection and record system setup.
INQUIRE ABOUT THIS SERVICESales Tax
Exemption Certificate Management (Monthly)
Ongoing certificate record maintenance.
INQUIRE ABOUT THIS SERVICEAdvisory
Advisory
General Advisory
Accounting and tax planning conversations.
INQUIRE ABOUT THIS SERVICEAdvisory
CFO Advisory
Cash flow, budgets, performance metrics, and financing preparation.
INQUIRE ABOUT THIS SERVICEAdvisory
Business Start-Up Consultation
Entity and accounting setup coordination.
INQUIRE ABOUT THIS SERVICEAdvisory
Annual Financial Review
Financial statements, tax projection, and a one-hour review.
INQUIRE ABOUT THIS SERVICEAdvisory
Cash Flow Forecast (90-Day)
Short-term cash planning and comparison to actual results.
INQUIRE ABOUT THIS SERVICEAdvisory
Annual Budget Build
Operating budget preparation.
INQUIRE ABOUT THIS SERVICEAdvisory
Break-Even & Profitability Analysis
Pricing, margins, and operating economics.
INQUIRE ABOUT THIS SERVICEAdvisory
Buy vs. Lease Analysis
Comparison of ownership and leasing scenarios.
INQUIRE ABOUT THIS SERVICEAdvisory
Loan / SBA Package Preparation
Financial statements and lender documentation.
INQUIRE ABOUT THIS SERVICEAdvisory
Business Valuation (Basic)
Preliminary earnings-based estimate; not a formal appraisal.
INQUIRE ABOUT THIS SERVICEAdvisory
IRS Penalty Abatement Request
Preparation of a penalty-relief request.
INQUIRE ABOUT THIS SERVICEAdvisory
Offer in Compromise Preparation
Application package; IRS fees separate.
INQUIRE ABOUT THIS SERVICEAdvisory
Advisory Retainer (4 Hours)
Four hours monthly; unused hours carry forward one month.
INQUIRE ABOUT THIS SERVICEAdvisory
Advisory Retainer (8 Hours)
Eight hours monthly; unused hours carry forward one month.
INQUIRE ABOUT THIS SERVICETrust
Trust
Trust Tier 3: Irrevocable Trust
Fiduciary accounting for irrevocable trusts and multiple beneficiaries.
INQUIRE ABOUT THIS SERVICETrust
Trust Tier 4: Special Needs Trust
Special-needs trust accounting and applicable reporting.
INQUIRE ABOUT THIS SERVICETrust
Trust Tier 5: Charitable Trust (CRT / CLT)
Split-interest trust accounting, calculations, and Form 5227 preparation.
INQUIRE ABOUT THIS SERVICETrust
Trust Tier 6: Complex Multi-Asset Trust
Accounting across real estate, business interests, and beneficiaries.
INQUIRE ABOUT THIS SERVICETrust
Trustee Bookkeeping
Receipts, disbursements, and ongoing ledger maintenance.
INQUIRE ABOUT THIS SERVICETrust
Trust Tax Return (Form 1041)
Annual fiduciary tax preparation with applicable beneficiary K-1s.
INQUIRE ABOUT THIS SERVICETrust
Trust Set-Up Accounting
Opening books, asset schedule, and initial accounting register. Legal trust formation is separate.
INQUIRE ABOUT THIS SERVICETrust
Trust Clean-Up / Back-Years
Reconstruction of accounting for one prior year.
INQUIRE ABOUT THIS SERVICEClear scope. Before we start.
Your accounting team reviews the complexity, record quality, number of entities, and work required before preparing a proposal. Fees, third-party software, government fees, and additional filings are confirmed in your written engagement before work begins.
Trust accounting tiers describe accounting services, not legal trust formation. Your written engagement identifies what is included. Trust-program onboarding and included first-year Form 1041 filing are coordinated with your existing package; ask the team before ordering overlapping work.
DISCUSS YOUR ACCOUNTING NEEDS