Services

Tax Preparation & Accounting

Our fixed monthly fee starts as low as $500/mo and covers all related technology costs, bookkeeping services, access to an accounting expert, and a CPA who can answer all your tax-related questions.

Business Tax Preparation

Think about year-end without the stress of worrying, catching up on your accounting, or doing tax return prep. Our services are designed to keep your stress at a minimum.

Strategic Business Planning
To get more out of your accounting and tax prep services, consider upgrading to work with us on a more proactive basis. Here are some first steps to consider if you are interested in more focused attention on your accounting operations.
Tax Planning Blueprint
Don’t settle for after-the-fact planning. Too often, that means outdated information, unpleasant surprises on April 15th, and no feeling of control. Williamson Advisors, PC gives you ongoing coaching and proactive solutions. You enjoy total confidence knowing you pay the least amount of tax possible while you work to achieve your dreams.

Check out our Packages and a breakdown of our services below. 

Executive Package Essential Package Premium Package
Bank/Credit Card Updates
Reconcile Bank Accounts
Reconcile Electronic Transactions into QuickBooks
Reconcile Credit Card Accounts
Payroll
Prepare Payroll
Submit Payroll Taxes to Agencies
Prepare Payroll Tax Returns
Provide Employee Access to Electronic Paystubs
Provide Employer Access to Electronic Pay Records
Prepare W-2's
Tax
Tax Planning
Estimated Tax Calculations
Annual Video Conferencing Tax Planning Meeting
Annual 1099 preparation
Business Advisory Services
Profit First Assessment
ECROP - Evaluation, Conversion, Roll-out-plan
Profit Allocation Calculations & Adjustments as needed
Profit Assessment - Video Strategy Consultations Monthly reviews for the first 6 months, then semi-annually Monthly reviews for the first 6 months, then quarterly
Business Restructure Analysis and Consulting
State Income Tax Planning and Tax Preparation
Included for FREE
Cloud based software for 24/7 access to books and records
Software and technology costs
Ongoing training and software support
Responses to questions on tax tips and Profit First