✔Keep your finances organized and stress-free with our personalized solutions. At Next Level Tax and Accounting, we understand that accurate financial records are crucial for both individuals or businesses. Our team manages your day-to-day financial transactions, ensuring all income and expenses are recorded systematically. We provide timely financial reports so you can make informed decisions. With our expertise, you can focus on your core activities while we handle the numbers.

✔ Let us simplify your accounting process so you can achieve your financial goals more effectively.

What This Service Covers

Our accounting and advisory services are ideal for:

• Sole proprietors
• S-Corporations
• Partnerships

Each engagement includes a detailed review of your business activity, income, and expenses to ensure your return is accurate, complete, and aligned with current tax regulations.

🔷 🔷 🔷 Service Tiers 🔷 🔷 🔷

Tier 1: Essential

💡Best for: Solo business owners, early-stage businesses, nonprofits with limited activity that need reliable monthly records

Includes:

• Monthly transaction categorization
• Bank and credit card reconciliations
• Monthly Profit & Loss and Balance Sheet
• Review for accuracy and consistency
• Basic financial questions related to posted activity

Tier 2: Comprehensive

💡Best for: Growing businesses and organizations managing cash carefully and want deeper visibility into performance

Includes everything in Essential, plus:

• Monthly financial review
• Customized reporting (as applicable)
• Trend and variance observations
• Cash flow awareness and timing guidance
• Coordination with tax filings and year-end reporting
• Ongoing support to interpret financial reports

Tier 3: Strategic

💡Best for: S-Corps, nonprofits, and owners making strategic decisions, seeking clarity, planning, and forward-looking guidance

Includes all services in our Comprehensive Accounting & Reporting package, plus:

• Periodic advisory check-ins
• Cash flow planning and forecasting guidance
• Estimated tax guidance (non-filing)
• S-Corp evaluation and compensation strategy discussion
• Business structure and compliance considerations
• Decision support for growth, hiring, or investment planning

Optional - Add on Services:

⭐️ QuickBooks Online Setup & Cleanup

💡Best for: New QuickBooks users or businesses that are behind on their books so your system is ready for ongoing bookkeeping

👉🏽 Ongoing monthly bookkeeping is not included unless separately engaged.

Includes:

• QuickBooks Online setup or review
• Chart of accounts alignment
• Cleanup of historical transactions
• Correction of posting errors
• Reconciliation through an agreed-upon date

⭐️ Payroll Coordination

💡Processing is not included

• Coordination with your payroll provider
• Review of payroll posting accuracy
• Reconciliation of payroll-related accounts
• Alignment with financial statements and tax filings

⭐️ Nonprofit Accounting & Compliance

💡Not-for-profit organizations have unique reporting needs and limited resources. We help keep financial operations simple, compliant, and effective.

Includes:

• Accounting support aligned with nonprofit requirements
• Financial reporting for board or grant purposes
• IRS compliance support
• Preparation and filing of Form 990

⭐️ Elder Care Financial Support (Non-Investment)

💡Support with day-to-day financial organization

As loved ones age, routine financial tasks can become overwhelming. We provide practical, non-investment support to help maintain organization and peace of mind. *This service does not include investment management or legal services.*

Includes:

• Bill tracking and payment organization
• Checkbook balancing and account monitoring
• Financial record organization
• Coordination with family members or caregivers (as authorized)

👉🏽 Because every situation is different, pricing is confirmed after an initial review based on complexity and activity level. If new information arises after pricing is confirmed, we’ll notify you and obtain approval before additional work — no surprises.