Tax Services
Business Advisory
Outsourced Accounting
Brian Stidd, CPA
Owner
Brian has nearly 20 years’ experience in both public accounting and the private sector. His experience in both public and private gives him a unique ability to assist businesses. Brian specializes in business and individual tax planning, advisory and preparation as well as general business accounting and advisory.
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Services Advisory Planning Base Tax Preparation 
Secure Portal for Tax Return Access Dedicated Accountant All Year Safe Harbor Estimates N/A
N/A
Strategic Estimates 
Preliminary Tax Prep Meeting
Final Return Review Meeting
Full Tax Plan Report in Fall
Minimum Fee $1,850
$1,350
$850
Minimum Business Service $1,350
$850
$350
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Services Advisory Planning Base Tax Preparation Secure Portal for Tax Return Access Dedicated Accountant All Year Safe Harbor Estimates (including PTET) N/A
N/A
Strategic Estimates (including PTET) NYS PTET Filing Assistance Extended Tax Summary w/Key Metrics Final Return Review Meeting Full Tax Plan Report in Fall Minimum Fee for Operating Entity * $4,500
$3,750
$3,000
Minimum Fee for Holding Company * $3,500
$2,750
$2,000
Minimum Fee for Schedule C or E * $3,000
$2,250
$1,500
* NOTE: $500 deducted from minimum fee with Accounting Package. Multi-entity discounts also available.
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Services Full Service * Advisory Base Review Client Prepared Financials Propose AJEs and Adjusted Balances Accounting Assistance Management Use Report with: Balance Sheet Income Statement Agreed Upon Report Calculation Ratio Analysis Outsourced Accounting Monthly/Quarterly Posting Accounts Receivable Management Assistance ** Accounts Payable Management Assistance ** Payroll *** Sales Tax Non-cash Fringe Calculation Minimum Fee $3,000
$1,000
$500
Annual Write-up Services Minimum Fee $500
$500
$500
* Requires QuickBooks Online Subscription.
** Requires in-house responsible person for day to day processing.
*** Requires ADP package.