Add-Ons
Additional support and tools.
Choose what fits your business needs. No clutter, just the extras that make your life easier.
These services can be added at any time if you need more than your Path includes or ordered as stand-alone services.
*TAX FILING ADD-ONS: All rates for tax filing require reconciled, tax-ready financials.
*Annual Business Tax Filing
Sole Proprietors/Single-Member LLCs
$275
per Year
I prepare and file your business income on Schedule C.
*Annual Business Tax Filing
C-Corp, S-Corp/Partnership/Multi-Member LLCs
$375
per Year
I prepare and file your official Federal Entity Return (Form 1120, 1120-S, or 1065).
*historic business tax filing
Schedule C – Tax Ready Years Only
$425
per Year
I prepare and file your businesses prior-year returns.
*historic business tax filing
C-Corp, S-Corp/Partnership/Multi-Member LLCs
$575
per Year
I prepare and file your businesses prior-year returns.
*annual state & local Business tax filing
$115
per Year for each State/Jurisdiction
I prepare and file every required state or local jurisdiction.
books clean-up
$450
per Year
I tidy up one messy prior year of transactions to get your books caught up and onto a Path.
Excess Transactions Beyond Path Volume
$2
per Transaction
Applied automatically to transactions exceeding your Path limit.
Bank & credit card reconciliation
$60
per Additional Account Monthly
I keep your additional accounts accurate and balanced.
subcontractor compliance management
$125
per Subcontractor (Annual Fee)
I manage the W-9s and proof of insurance (COIs) for your sub-contractors, and include the year end 1099 filing.
project / job management & invoicing
Tier 1 – One Active Job Monthly Retainer
$275
includes tracking for up to (3) Subcontractors
I handle SOW invoicing, process payables, and provide a Job Cost Summary Report to track project margins.
Tiers 2 – 8 increase reporting and number of Subcontractors included in monthly retainer
CONTRACT & DOCUMENTATION TEMPLATES
One-time Set-up/Retainer Fee
$95
then only pay per Agreement
- Contractor to Owner Proposal
- Contractor to Owner Agreement
- Contractor to Investor Proposal
- Contractor to Investor Agreement
- Many more!
INVOICE & PAYMENT MANAGEMENT
One-time Set-up/Retainer Fee
$125
then only pay per Invoice
- Invoice Creation, Delivery and Payment Tracking
- Monthly Invoice Summary
BUSINESS SETUP
One-time Set-up Service
$150
- LLC & EIN setup support
- Business structure guidance
- Payment system setup
- Domain & professional email setup
- Organized business tools and accounts
- Full setup coordination from start to finish