Services

Step 1 – I have attached a Business Registration Form. You may fax back to us at 1-866-466-3146. Once we receive the forms we will get the articles or organization ready and submit them to MD SDAT(State Department of Assessments and Taxation).

Step 2 – Once we receive an acknowledgment from SDAT, we will obtain an EIN from the IRS.

Step 3 – With the EIN number and acceptance of filing, you would open up a business bank account.

Step 4 – An operating agreement will be drafted and reviewed with the Wealth Building CPA.

Step 5 – Cash Sweep (All income and expenses incurred prior to the establishment of the bank account are moved onto the books of the business – if applicable). We will need a list of your business expenses to do this.

Step 6 – The bookkeeping process will be discussed

USE OF THE OFFICE FOR MAIL FORWARD SERVICE IS PRICED AT $100

This service allows the convenience of clients to get their mail sent to our office using our office address for convenience and privacy. It can be renewed annually at the client’s request at the rate of $100.

This service allows the clients the benefit of using our company name as an agent on their legal documents and return. This service is priced at a flat fee of $89 renewable yearly.

The WBCPA also assists clients with Operating Agreements for their businesses. We charge a flat fee rate of $299 per operating agreement. When a new client comes on board or inquires about the operating agreement, it is usually a document that is accompanied when they set up their LLC. This is a separate service and not in conjoint with the entity structure.

CONSULTATIONS – $225/CONSULTATION

Please note all consultations whether over the phone OR in person will be charged the flat rate of $225.00. This fee will provide a 1-hour consultation to discuss the topics of choice.

All persons requesting complimentary consultation services with a member of our accounting staff will NOT be assessed a fee. The initial complimentary consultation is over the phone only and lasts about 15 minutes. Any subsequent follow-up consultations requested with a CPA will be charged the usual fee listed above at a rate of $225 per consultation.

TAX PREPARATION – TBA – Get A Quote 

The WBCPA also offers a range of tax preparation services to service our real-estate investors and individuals. The fee-based service is contingent upon documents reviewed by quantity and type. All tax quotes forms can be filled out with the client or send to them via email via the ZOHO portal email template. We do not quote a flat rate service as our tax preparation services are customized to the unique needs of our clients. The tax quote must be completed first, and we will follow-up with the tax organizer to get a clearer understanding of the type of return we will prepare.

• Do you have a business? How Many?
• Is the business a Single Member LLC or a Multi-member LLC?
• Are you Married? Do you have dependents that you are claiming?
• Do you have a home? o Do you have children that you will be claiming?
• How many rental properties? o Any Stock sales?
• Any charitable contributions?
• Do you have prior year returns to prepare?
• Any significant life events such as birth, death, marriage, property sales, etc that will impact your 2017 tax preparation? If yes, please explain:
• Is your return going to be similar to the prior year? If yes, we can give you a quote based on the prior year returns? Remember, we offer more than just tax preparation. We offer tax planning, bookkeeping, business set up, etc.

Each year, clients may request a YET. This service allows WBCPA to review tax strategies to capture maximum tax loopholes and tax strategies moving forward to the next year. Clients usually find this service useful, because it allows them to plan ahead to capitalize on their tax needs. We charge a flat rate of $995.00 for this service.

Get A Quote

Remember, we offer more than just tax preparation. We offer tax planning, bookkeeping, business set up, etc.

AUDIT REPRESENTATION – $1500.00

The WBCPA assists clients who need help with IRS audits by acting as a representative agents in court to defend clients against various tax issues. In this case, the WBCPA will act as direct Power of Attorney on behalf of the client. The fee for this service involves us signing a Power of Attorney contract with our client, and coordinating with the IRS to defend our client against the IRS in a court of law. We charge a flat rate of $1500 for this service. All services requested by the client for audit representation must be reviewed and approved by the CEO.

This service offers our clients a financial statement, such as an income statement, cash flow statement, or balance sheet, that has been audited and signed off on by an accountant. Once an auditor has fully reviewed the details of a financial statement following GAAP guidelines and is confident the numbers reported within it are accurate, they certify the documents.