Coverage for Tax Preparers and includes bookkeeping, write-ups, payrolls, tax work and general business planning. Also includes coverage for Reviews, Compilations, and Audit work for private companies and individuals but these services must comprise less than 25% of total income. Personal financial planning and Investment advisory services are also included but must comprise less than 25% of total income.
Effective Date | Pay In Full | or Down Payment | w/Monthly Payment |
---|---|---|---|
06/01/23 | Apply today for $267.80 | $71.17 | $23.33 |
Coverage for Bookkeeping Professionals operating within a supporting role in a firm including Bookkeeping, Write-ups, Payrolls, Assisting with Tax Work/Preparation, Assisting with General Business Planning, Data/Financial Record Maintenance and Audits, Processing Payables and Receivables, Account Management and Accounts Payable Duties, Preparing Business or Financial Statements, and Compliance Services.
Effective Date | Pay In Full | or Down Payment | w/Monthly Payment |
---|---|---|---|
06/01/23 | Apply today for $169.95 | $60.37 | $15.42 |