Services Overview

Business Owner Package -  289 a week - Includes the following as a comprehensive and complete package. 

Personal income tax return, which includes 

• Federal and state filings, with all schedules

• Cryptocurrency transaction reporting

• Personalized and actionable tax forecast for the coming tax year to maximize after-tax income

• Audit Protection covers the civil audit period, three years from the filing date. If your return is audited, Legion will provide you with a qualified person (but not an attorney) to represent you before the tax authority should such tax authority question the accuracy of your return.  

Year Round Tax Planning

• Updated tax plan up to three times a year

• Advanced tax strategies to maximize your passive income and permit early retirement

• Included with most business advisor engagements

• We'll create a custom service based on your needs and desired outcomes

Annual Bookkeeping for your Schedule C, E, or F

• We handle your annual books in preparation for the tax return

1099 Preparation

• We handle your 1099's to make sure you stay compliant

Business Advisory

• If you present a problem or we find a problem with your business, we propose a solution and subsequent engagement to get you back running at best practice. There is no hourly consultation charge for a reasonable number of emails, texts, and phone calls.

Can we only do the personal tax return?

Tax return only, a once-a-year service, is not aligned with our mission. We need to talk to you more than once a year. Too much is at stake, and your life is dynamic, so we have to be strategic rather than reactive. We want to be strategic and a partner in all our engagements with our clients. For these reasons, we include year-round tax planning for our new clients to ensure the best outcome. 

Partnerships, S Corp, C Corp, Multi-member LLC, Non-profits,  Gift Tax, Trust & Estate Tax Returns  - 4,000 or higher depending upon needs. It will be a part of your overall business advisory engagement.

Virtual Chief Financial Officer Services—Business Advisory Engagements— 400 to 1,750 a week, depending on the service plan.

Let's schedule a call to see your exact needs. 

Full-Service Payroll

This service is included in most of our business advisor engagements or as a standalone service. 

All local, state, and federal quarterly reports, such as form 941, state withholding, and SUTA-related quarterly reports. Year-end reports such as 1099-Misc, 1096, W-3, 940, SUTA year-end, and W-2s. In addition, any applicable new hire reporting, benefits, and garnishment management. 1099-Misc reporting requires either client-provided payout totals or a subscription to Legion Controller Services. 

New Business Setup Services 

This service is included in a business advisor engagement. 

Many take us up on our new business package. It includes:

Legal LLC Setup or Incorporation includes S-corporation election.

IRS - EIN Setup

Business Email Setup

Business Phone Line Setup 

Business Checking Account Setup 

Business Name Selection Help

Sales Tax Permit Setup (as applicable per state law)

Starter Website Guidance

Digital Business Cards Setup

Mobile Document Scanner Setup

Quickbooks Training

Payroll Setup for Legion Full Payroll Service