Additional Services
Weekly Books
Do you need your books done more often than monthly? Add on this service to have books updated weekly.
Rental Property
If you own rental properties, this add‐on is a per month fee for each property that ensures all rental income and expenses are reported accurately for each property.
Accounts Payable Help
Do you have some bills that you just can’t remember to pay? This add on will let you select bills that you want us to put on our calendar to take care of for you. We will make sure you don’t pay any more late fees!
QuickBooks Online
Take advantage of our wholesale pricing from QuickBooks. This price is only available for NEW to QBO users or those that are transferring from another wholesale account.
TAX ADD-ON SERVICES
Personal Tax Return
Choose this add-on to have us prepare your personal tax return. This includes your Federal and one state return.
Additional State Filings
If you need to file in multiple states, add this service to your package.
1120S Tax Return
Choose this add-on to have us prepare your S-Corporation tax return. This includes your Federal and one state return.
1065 Tax Return
Choose this add-on to have us prepare your Partnership tax return. This includes your Federal and one state return.
Local Income Tax
If the city you live or work in requires a separate tax return for local taxes, add this feature to your package. Local taxes can be confusing so we encourage you to let our experts prepare these for you.
Tax Planning
By far the most popular add‐on service. Did you know it’s possible to know how much (or little) tax you will have to pay BEFORE you file your taxes? With this offering, we will teach you strategies that will reduce your tax liability each year. If you like paying less in taxes this one is for you!
PAYROLL ADD-ON SERVICES
Level 1 – Officer Only (monthly)
Payroll is required for S‐corps, if you want us to do this for you choose this add on. If you’ve got it handled on your own, great go ahead and skip this one! We will just need to be able to download the journal entries from the provider you use.
Level 2 – Employee Only (bi‐weekly)
This add on is for business owners that have employees. This includes monthly or bi‐weekly payroll, hours must be received on Monday for direct deposit on Friday. There is also a $6/per employee fee.
Level 3 – Officer + Employee (bi‐weekly)
This add on is for business owners that also have employees. This includes monthly or bi‐weekly payroll, hours must be received on Monday for direct deposit on Friday. There is also a $6/per employee fee.
Level 4 – Officer + Employee (weekly)
This add on is for business owners that have employees and need payroll weekly hours must be received on Monday for direct deposit on Friday. There is also a $6/per employee fee.
ONE TIME ADD-ON SERVICES
Workers Comp Insurance Audits
I will complete the paperwork for your workers comp audit based on the audit period payroll information.
S Corp Election
If you would like help filing the required paperwork with the IRS to have your entity taxed as an S-Corporation.
Conversion to QBO
In order to work with Sawtooth Financial your books will be maintained using QuickBooks Online. If you would like your prior business records to be imported to QBO I can do that for you so it will all be in one place in the future.
Get Me Current
If you are one month behind or 5 years behind we can help! We will bring your books up to date and make sure they stay that way! Side Note: Don’t be shy or embarrassed by this, a LOT of small business owners are behind on their books because it always falls to the bottom of the to-do list. Let me take it off your to-do list all together so you don’t have to feel guilty about being behind!