Collective aims to help you set up your business, manage your back-office, and plan for taxes, so that you can focus on what you love doing. As a member, we will be providing you with all of the following services:
Corporate Legal Solutions
Entity formation work
Obtaining tax IDs
Post-formation tax elections
State level corporate registration
State level employer registration
QuickBooks Online Essentials account provided free of charge
Gusto payroll account provided free of charge
Training and on-demand support for both QBO and Gusto
Quarterly review of accounts and books
Detailed feedback on how to improve accuracy
Guidance on how to optimize deductions and expenses, etc.
Bookkeeping (additional services for clients on upgraded subscriptions)
Daily categorization of all transactions
Monthly reconciliation of accounts
Assistance with preparing invoices
Monthly management reports prepared
Guidance and feedback on improving cash flow, etc.
Preparation and filing of business income tax returns (federal & states)
Preparation and filing of individual income tax returns (federal & states)
Preparation and filing of LLC filing fee returns (state only filing)
Preparation of all four quarterly tax estimates (federal & states)
Recommendations on adjusting ‘reasonable compensation’ to mitigate risk
Regular updates on changes in law and tax savings opportunities, etc.
Dedicated Member Relationship Manager
Personal Slack channel
Periodic Community Spotlight
Access to affiliated partners
Please feel free to reach out to us in your slack channel if you have any questions and our team will be happy to assist.