Services Overview

Business Owner Package - 15,000 - Includes the following as a comprehensive and complete package. 

Personal income tax return, which includes 

Year Round Tax Planning

Annual Bookkeeping for your Schedule C, E, or F

1099 Preparation

Business Advisory

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 1750 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

Referring Friends & Family - $1,000 Cash or Invoice Credit 

Referring friends & family pays off! For every referral you provide that becomes a client, $1,000 dollars is deducted from your tax preparation fee at time of billing. You can have an unlimited amount of referrals. If you have extra referrals, you can use it for next year's tax preparation fee or simply request the cash.  Word of mouth is the strongest form of advertisement. Why spend thousands of dollars on an ad campaign, when Legion would rather reinvest into its client base. Exceeding your expectations keeps you with us.