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Explanation of Service

 

ARE YOU A SOLE PROPRIETOR?
DO YOU RECEIVE ONE OR MORE 1099s EACH YEAR?

DO YOU OWN A SM LLC OR CORPORATION?

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 BEGINNING JANUARY 1, SUR OFFERS 10 OPEN SLOTS FOR THIS SERVICE.

 

THE MISSION IS TO ENSURE ALL OF YOUR P/Y (PRIOR YEAR) BOOKKEEPING IS COMPLETE, CORRECT, AND RECONCILED SO YOU HAVE WHAY YOU NEED TO SUBMIT TO YOUR TAX PREPARER.

 

AT THE END, YOU WILL HAVE A CONCISE PACKAGE COMPLETE

WITH WORK SUMMARY, FINANCIAL REPORTS, DEPRECIATION SCHEDULE(S), AND WORK PAPERS TO SUPPORT FINANCIAL COMPLEXITIES. A PDF OF THIS PACKAGE WILL BE

SENT TO YOU BY THE DEADLINE.​

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Existing Client Deadline | February 15

 

YOU WILL BE REQUIRED TO PROVIDE ALL 1099-Ks, ANY VEHICLE, HOME, AND LARGE EQUIPMENT PURCHASE CONTRACTS, AND PAYROLL RECORDS TO YOUR DEDICATED SUR BOOKKEEPER BY JANUARY 31.

*NOTE: IF YOU HAVE PAYROLL, YOUR YEAR-END TAX PACKAGE WILL BE COMPLETED NO LATER THAN 3/1. 

SINCE THE Q4 PAYROLL DEADLINE IS 1/31, COMPANIES WITH PAYROLL WILL RECEIVE THEIR YEAR-END TAX PACKAGES NO LATER THAN 3/1, BARRING ANY PAYROLL AND/OR MAILING DELAYS THAT MAY OCCUR.

New Client Deadline | March 1

 

YOU WILL BE REQUIRED TO PROVIDE QBO ACCESS, ALL BANK AND CC STATEMENTS, ALL 1099-Ks, ANY VEHICLE, HOME, AND LARGE EQUIPMENT PURCHASE CONTRACTS TO YOUR DEDICATED SUR BOOKKEEPER BY FEBRUARY 15.

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How does pricing work?

YEAR-END TAX PACKAGES ARE A FLAT FEE. CUSTOM PRICING DEPENDS ON OUR FAMILIARITY WITH YOUR BOOKKEEPING, SO IT WILL DEPEND ON WHETHER YOU ARE AN EXISTING OR CURRENT SUR CLIENT. SUR OFFERS 10 SPOTS A YEAR AND OPEN NOVEMBER 1. PLEASE FILL OUT THE FORM BELOW & SET-UP A FREE CONSULTATION.