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
Back Office Plan - $275 a week - Pilot Program Spot Available at a Discounted Rate of $200 a week
Includes applicable software costs. Your business phone service, project management, and accounting software. One and done!
It is the perfect plan for small businesses with one owner. It's like having a full-time secretary at a fourth of the price.
Invoice creation from estimates and invoice management
You provide your job estimates, paper or electric, and we can convert them to invoices and oversee them being sent to your customers promptly.
We handle communications with your collections lawyer if the invoices go-to collection if needed.
Handling missed calls, texts and voicemails
We reach out to your missed calls, texts, and voicemails and gather information so you can prepare an estimate or arrange a callback. This makes sure your cash-ready customers don't get ignored.
AI Email Management
We'll start by cleaning up your email and instituting best practices.
You'll get a customizable 8 am weekday brief summarizing your emails. We will categorize your emails, letting you know if you need to take action, and we'll draft initial responses for you to review and send. Helping you keep to the goal of inbox zero. This will ensure those vital customer emails don't slip through the cracks.
Suggested Project scheduling based on provided estimates with a time budget
We'll help you plan out your schedule based on the jobs you have coming up and the time you believe it will take to do them. This will keep your projects organized and all related project information in a centralized place.
Business Advisory
Like the Business Owner's Package, there is no hourly charge for reasonable consultation for emails, texts, and phone calls.
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
Referring Friends & Family - $1,000 Cash or Invoice Credit
Referring friends & family pays off! For every referral you provide that becomes a business standard 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.