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
- Foreign registration
- Registered Agent
- 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 newsletters
- 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.