Address: 111 SW Fifth Ave, Portland, OR, 97204, US
Telephone: +15032174114

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TRANSACTIONAL BOOKKEEPING SERVICE SUBSCRIPTION*		$0	Per Month
Type of Accounting Service	Transactional Periodic Accounting Service is generally considered reactive and after-the-fact because the bookkeeping and accounting work is being done after the accounting period (month/quarter/year) has ended. This means we’re reporting on the historical events that have already happened and limited or no proactive corrective actions may be available after the fact. Up to 4 weeks of onboarding.	Reactive – After-The-Fact
How Many Companies	Per IRS Pub. 583: “You must keep a complete and separate set of books and records for each business.” Also, if you operate multiple locations, more detailed per-location financial reporting may be needed for state and local tax compliance. Multi-location bookkeeping up to 4 locations is included in 1 company bookkeeping service within a single QBO set of books.		<<< Select Value
Reporting Period Frequency	This is how frequently we will close your books and prepare Management Financial Report.		<<< Select Value
Number of Transactions in a Reporting Period per Company/Location	Q&A: A Transaction is a line item that would appear on your business bank statement with a date and an amount. (Example: a monthly payment for the office rent is a one transaction per month period.) The number of transactions in a reporting period determines the volume of periodic accounting work. Businesses grow and change, or in case of some new clients, the actual volume of accounting work may be different from the original presentation. In all cases, once we get into the depth of your accounting records, we will adjust the pricing from the base price shown above to the custom level to commensurate with the required industry expertise and volume of work we provide for your specific business.		<<< Select Value
Number of Reconciled Banking Accounts, Up To:	Each additional reconciliation checking/savings/credit card banking account over the included number of reconciled banking accounts will carry an additional charge of $50 per each extra account reconciliation period.	0
Information Forms 1099 Preparation/E-file Services, Up To:	Shows the number of the included Forms 1099 NEC/MISC with your service selection. Any additional Forms 1099 NEC/MISC may be prepared for the Client at $80 per each additional Form 1099 NEC/MISC preparation and e-file. NOTE: The client must have had the Monthly Bookkeeping Subscription Service for at least 6 months in order to be eligible for the free Forms 1099 NEC/MISC Add On filing service benefit with this service. Otherwise, if Forms 1099 NEC/MISC filing service is requested by the client, $80 charge will apply for each field form.	0
Period-End Close	Includes recording of the transactions in the reporting period, conducting reconciliations of the banking accounts, POS reconciliations, payroll reconciliation, accrual of expenses and other liabilities, amortization of prepaid expenses, recording of depreciation on fixed assets, bifurcation of debt payments, and other accounting procedures.	Included
Management Financial Statements	Includes profit & loss statements, balance sheets, cashflow statements, profit & loss statements by period, and other custom management reports. Generally, prepared by the 15th day after the reporting monthly period end, longer cadence periods may require longer close.	Included
End of Year Management Reports Review	Client Management is encouraged to schedule a Year-End review with our accounting team to review the annual financials, answer any questions, and approve the financials to be finalized for Income Tax reporting.	Included
Access to The Secure Online Client Portal	Perpetual CPA Secure Online Client Portal, powered by Tax Dome platform, ensures convenient browser and mobile app client communication and sensitive file exchange application.	Included
New Client QuickBooks Online TUNE-UP/SET-UP Mandatory One-time Charge	Correct and reconciled beginning balances in the accounting general ledger is an integral component of producing accurate financial statements. This reconciliation needs to happen before our Bookkeeping Team begins ongoing bookkeeping service. Therefore this service is mandatory for all new bookkeeping clients. This service will be applied either with the new setup of QuickBooks Online accounts or with continuing with the QuickBooks Online account that was previously worked on by the client or another practitioner. PCPA Team will review the beginning balances, reconcile all the banking balances as of the start date, review the chart of accounts to ensure that is appropriate for your specific entity type, as well as review any delinquent or old balances that should be cleaned up on your Balance Sheet.	$450
Add-on: Unlimited Online Support	Enjoy peace of mind with our Unlimited Online Support, available throughout the duration of your engagement with us. This feature offers: Year-Round Accessibility: You can reach out via email or through our secure client portal at any time during your engagement for support. Scope of Support: Our support includes responses to general inquiries related to accounting principles, tax regulations, and business administration practices. Nature of Assistance: We provide quick, general advice and answers to your questions to help guide you on accounting, taxation, and business administration matters. Online support specifically means responses to client email inquiries or client portal messages, provided in writing by our team. Response Time: Our standard protocol is to respond to client written general inquiries within three business days or sooner, ensuring you receive timely assistance. Exclusions: Please note, this support does not extend to conducting specific accounting tasks, preparing tax returns, or undertaking any project work beyond providing general guidance. Such tasks would require a separate engagement and are subject to additional fees. This feature is designed to assist with quick queries and does not substitute for detailed consulting or project work, which are billed separately. Our goal is to ensure you have access to professional advice when you need guidance on general topics within our expertise.	Included
Add-on: Scheduled Consultation Meetings per Reporting Period	Available number of hours of scheduled CPA Consultation or Advisory Work per reporting period. Free business consulting hours do not accumulate and must be used up in the respective month of service. (1-hour meetings at $180/hr value)	Up to 1x/Reporting Period
Add-on: QuickBooks Online Subscription CPA Discount on New Accounts	Does not include INTUIT QuickBooks Online software fees. Perpetual CPA may be able to facilitate a discount on most QuickBooks Online subscriptions on NEW client accounts! Make sure to ask us about it.	Per software publisher

BUSINESS PROCESS MANAGEMENT*		$0	Per Month
PAYROLL MANAGEMENT		$0	Per Month
How Many Companies	Per IRS Pub. 583: “You must keep a complete and separate set of books and records for each business.” Also, if you operate multiple locations, more detailed per-location financial reporting may be needed for state and local tax compliance.		<<< Select Value
Count of employees/contractors (per month)	PAYROLL MANAGEMENT INCLUDES: Perpetual CPA will maintain detailed employee records in a third-party payroll system. We will adjust team member wages and withholdings only when asked to do so by the management. We will administer payroll deductions, employee reimbursements, and properly record the activity into the QBO accounting records. We will also assist in obtaining state employer IDs when new jurisdictions are added to the payroll. DOES NOT INCLUDE: Does not include third-party payroll processor fee (Ex. ADP, Gusto, etc…) Perpetual CPA Payroll Management Service does not include extensive modification and maintenance of Client company custom internal documentation and records in internal applications. The Client Management or Operations will be required to provide payroll allocation reporting to Perpetual CPA for payroll processing. If Clients require help with extensive maintenance and modification of custom internal documentation and reporting, this may be provided as a standalone advisory service engagement. Perpetual CPA is not an HR service and accordingly does not track or handle any other employee records. If the service is not elected then the client is responsible for all aspects of payroll management. * LIMITED ACCOMODATION: $10 per employee/contractor for Payroll Management Service of >10 employees/contractors – per each month * Client companies that require Payroll Management Service of >10 employees/contractors – Perpetual CPA May refer to a specialist HR and payroll peer firm.		<<< Select Value
ACCOUNTS PAYABLE MANAGEMENT		$0	Per Month
How Many Companies	Per IRS Pub. 583: “You must keep a complete and separate set of books and records for each business.” Also, if you operate multiple locations, more detailed per-location financial reporting may be needed for state and local tax compliance.		<<< Select Value
Processing Frequency (Bill pay and AP)	ACCOUNTS PAYABLE MANAGEMENT INCLUDES: Perpetual CPA will manage and pay clients accounts payables through approval management platforms, such as, Bill.com, Quickbooks Online, or other. We will coordinate with the Client on bills to be paid on a pre-selected periodic basis. The client is responsible for the monthly third-party software fees, as well as, transaction fees to Bill.com, QBO, Etc.. Perpetual CPA will use the approval management platform for document storage of vendor invoices. DOES NOT INCLUDE: Perpetual CPA Accounts Payable Management Service does not include extensive modification and maintenance of Client company custom internal documentation and records in internal applications. The Client Management or Operations will be required to provide AP allocation reporting and vendor invoices to Perpetual CPA for AP processing. If Clients require help with extensive maintenance and modification of custom internal documentation and reporting, this may be provided as a standalone advisory service engagement.		<<< Select Value
Monthly Bills Quantity Range	ACCOUNTS PAYABLE MANAGEMENT INCLUDES: Perpetual CPA will manage and pay clients accounts payables through approval management platforms, such as, Bill.com, Quickbooks Online, or other. We will coordinate with the Client on bills to be paid on a pre-selected periodic basis. The client is responsible for the monthly third-party software fees, as well as, transaction fees to Bill.com, QBO, Etc.. Perpetual CPA will use the approval management platform for document storage of vendor invoices. DOES NOT INCLUDE: Perpetual CPA Accounts Payable Management Service does not include extensive modification and maintenance of Client company custom internal documentation and records in internal applications. The Client Management or Operations will be required to provide AP allocation reporting and vendor invoices to Perpetual CPA for AP processing. If Clients require help with extensive maintenance and modification of custom internal documentation and reporting, this may be provided as a standalone advisory service engagement.		<<< Select Value
ACCOUNTS RECEIVABLE MANAGEMENT		$0	Per Month
How Many Companies	Per IRS Pub. 583: “You must keep a complete and separate set of books and records for each business.” Also, if you operate multiple locations, more detailed per-location financial reporting may be needed for state and local tax compliance.		<<< Select Value
Processing Frequency (Invoicing and AR)	ACCOUNTS RECEIVABLE MANAGEMENT INCLUDES: Perpetual CPA will manage and properly record in Quickbooks Online the Client’s Accounts Receivables Invoices. Although we will oversee and facilitate the overall accounts receivable process, we are not responsible for your customers paying timely or for your customers paying at all. Limited invoicing workflow accommodation is available if clients use additional applications for invoicing in conjunction with their QuickBooks Online accounting application. DOES NOT INCLUDE: Perpetual CPA Accounts Receivable Management Service does not include extensive modification and maintenance of Client company custom internal documentation and records in internal applications. The Client Management, Sales, or Operations will be required to provide AR allocation reporting to Perpetual CPA for AR processing. If Clients require help with extensive maintenance and modification of custom internal documentation and reporting, this may be provided as a standalone advisory service engagement.		<<< Select Value
Monthly Invoices Quantity Range	ACCOUNTS RECEIVABLE MANAGEMENT INCLUDES: Perpetual CPA will manage and properly record in Quickbooks Online the Client’s Accounts Receivables Invoices. Although we will oversee and facilitate the overall accounts receivable process, we are not responsible for your customers paying timely or for your customers paying at all. Limited invoicing workflow accommodation is available if clients use additional applications for invoicing in conjunction with their QuickBooks Online accounting application. DOES NOT INCLUDE: Perpetual CPA Accounts Receivable Management Service does not include extensive modification and maintenance of Client company custom internal documentation and records in internal applications. The Client Management, Sales, or Operations will be required to provide AR allocation reporting to Perpetual CPA for AR processing. If Clients require help with extensive maintenance and modification of custom internal documentation and reporting, this may be provided as a standalone advisory service engagement.		<<< Select Value

PERPETUAL CFO™		CFO-lite	FRACTIONAL CFO SERVICE
PRICING:		$0	$0	Per Month
Type of Accounting Service	The goal of the Fractional CFO Service is: 1) to analyze accounting data and extract business intelligence that would allow to forecast business income, expenses, and cash flows into the future and provide some foresight for better short and long-term business decisions for the Management. 2) to assist the Company Leadership & CEO with decision making to achieve the crucial strategic financial performance goals by utilizing business intelligence extracted from the Company financial accounting and operational data. Fractional CFO Service DOES NOT INCLUDE: Ongoing Bookkeeping, BPO, and Income Tax Prep/Planning services Up to 8 weeks of onboarding.	Proactive – Analytics	Proactive – Analytics
How Many Companies / Locations	Per IRS Pub. 583: “You must keep a complete and separate set of books and records for each business.” Also, if you operate multiple locations, more detailed per-location financial reporting may be needed for state and local tax compliance.			<<< Select Value
Reporting Period Frequency	Analytic and Strategic Service Reporting deliverables will generally have to match the frequency of closing your books (i.e. Monthly books for Monthly analytics, Daily/Ongoing Books for Weekly Analytics.) Frequency of fractional CFO service deliverables may not be less frequent than Transactional Bookkeeping/Accounting frequency. This service is not available on a quarterly, annual, or ad hoc basis.			<<< Select Value
CFO-lite 12-mo Cashflow Forecast and Monthly KPI	The Perpetual CPA – CFO Lite service provides a valuable, limited-scope Spreadsheet monthly report, which includes a basic 12-month cash flow forecast and performance KPIs for the prior month. This service is strictly limited to the listed components and does not include any other services. It is designed to be flexible, available as an add-on for current bookkeeping clients or as a standalone service that operates in parallel with a client’s existing financial statements and bookkeeping. To ensure timely and accurate monthly forecast updates, it is essential that the client is responsible for the timely, monthly completion of their bookkeeping, as this data is the key input for the CFO Lite cash flow forecasting. This 12-month cash flow forecast is invaluable for providing management with crucial foresight into their liquidity runway and offers an advanced warning of potential cash shortfalls. It is important to note that this is a limited service: the forecast is primarily based on historical cash flows, sales, and expense trends and does not include advanced scenario planning. Similarly, the monthly performance KPIs are defined by your company’s specific needs, focusing on essential metrics such as the measurement of gross margin, common net margin, and operating expense as a percentage of total sales.	Included	Included
Establish & Track Company Financial Goals	Perpetual CPA will assist management in establishing quarterly and annual financial goals for the company. Perpetual CPA will assist management in establishing and executing monthly financial action plans for each upcoming quarter.	–	Included
Budgeting & Performance Reporting	Perpetual CPA will formalize budgets and financial health performance targets – then track against actuals across any time period. We can create divisional-level, entity-level and group-level budgets, depending on your specific business requirements. If this service is not included then the client is responsible for all aspects of the service.	–	Included
Forecasted Financial Statements	Perpetual CPA can utilize Financial Statement Forecasting to create an integrated forecast across the profit and loss statement, balance sheet, cash flow statements and financial ratios. If this service is not included then the client is responsible for all aspects of the service.	–	Included
Cash Flow Management	Perpetual CPA will prepare and review a monthly cash flow analysis to determine the appropriate timing of payments, deposits, recurring and once-off cash transactions. The cash flow plan is forecasted for up to 12 months. If this service is not included then the client is responsible for all aspects of the service.	–	Included
Company KPIs	Perpetual CPA will monitor the financial health of your business entity by tracking up to 16 standard performance metrics for business growth, profitability, liquidity, and solvency. Perpetual CPA can also track and report custom KPI metrics that matter to your business entity using any combination of P&L and balance sheet accounts. If this service is not included then the client is responsible for all aspects of the service.	–	Included
Benchmark Operating Performance vs Industry	How profitable is your business vs. the industry? Perpetual CPA will compare you Entity profit and loss performance, balance sheet figures and key financial ratios to competitors to determine where you stand. We can benchmark your business cost structure, as well as operational metrics such as, debtor’s days, liquidity ratios, financial leverage, balance sheet growth and more. Most importantly, we can help you understand what it all means for your business. If this service is not included then the client is responsible for all aspects of the service.	–	Included
Monthly Presentation to Management	Perpetual CPA will conduct a 60-minute Monthly Video Conference presentation to review the previous period’s financial performance as well as provide forward-looking guidance and suggestions as well as answer any of management’s questions.	–	Included
Technical Accounting Advice	IF APPLICABLE: Perpetual CPA will provide technical oversight, support, and feedback to the company’s internal bookkeeping and accounting personnel.	–	Included
New Clients Only: One Time Onboarding Fee	Onboarding procedure required for New Clients with CFO service: PCPA will conduct a review of current and previous year’s business financials, accounting records, and tax returns in addition to legal documents, operating agreements, cap tables, and other relevant documents necessary to understand the current status of your business. Up to 8 weeks of onboarding.	–	$3000
Add-on: Board of Directors Meeting Virtual Participation	Perpetual CPA can participate in your monthly/quarterly leadership meetings. This Add-on charge is per meeting participation up to 90 minutes. If this service is not included then the client is responsible for all aspects of the service.	–	$1440
Add-on: Unlimited Online Support	Online support year-round for quick Q&As via email and secure client portal. We’re here to answer your questions in a timely manner!	Included	Included
Add-on: Scheduled Consultation Meetings per Reporting Period	These are optional additional advisory meetings to review the period deliverable reports. The meetings are not accruing and must be pre-scheduled. Available number of hours of scheduled CPA Consultation or Advisory Work per reporting period. Free business consulting hours do not accumulate and must be used up in the respective month of service.	–	Up to 1x/Month

*INCOME TAX PREPARATION SERVICES (Total)**		$0	Per Engagement
INDIVIDUAL TAX RETURN:		$0	Per Engagement
“INDIVIDUAL TAX RETURN: Basic return with no business, rental, or business investment activity”	All shown Tax Return Preparation Fees include one Federal tax return and one State tax return for one tax year filing. Each additional State tax returns will carry an additional charge of $180 per State tax return.		<<< Select Value
Add-on: IND TAX – SELECT TOTAL NUMBER of W2s / Retirement Income / Brokerage or Investment Income Accounts	Include this add-on if you had any of the below: – Form W2 – SSA-1099 – 1099-R – Each Brokerage Account Forms 1099-B / 1099-DIV / 1099-INT – Digital Assets Account (e.g. Crypto, Form 1099-DA, and Other)		<<< Select Value
Add-on: IND TAX – SELECT TOTAL NUMBER of Trade or Business Activities, which may include: Self-employment, Sole-Proprietorship, Single-member LLC, Rental Income, Royalty Income, and/or Business Investment Activities	Include this add-on if you had any of the below: – Self-employment activity – 1099 MISC income – 1099 NEC income – Single Member LLC activity – Sole Proprietor activity – You rented out residential of commercial real estate as a landlord – You have received Royalty payments (ex. from a book or other IP or property you own) – You have received Schedule K-1 from your interest stake in a Partnership or as a shareholder in an S-corporation, or other.		<<< Select Value
Add-on: IND TAX – TAX RETURN COMPLEXITY – Number of less common complex tax forms or factors	Include this add-on if your tax return has any of the following less common complex tax forms or factors: – Form 3115 (Accounting Method Change) – IRC 1031 Exchange filed for year of exchange and subsequent 2 years (Form 8824 – for each year of filing) – Restricted Stock Units (RSU) – Incentive Stock Options (ISO) – Employee Stock Plan (ESPP) – Foreign Bank Accounts reporting (FBAR / FinCEN 114) – Statement of Specified Foreign Financial Assets (Form 8938) – Foreign-Owned U.S. Corporation (Form 5472) – True-up of or Adjusting Journal Entries to Client-prepared Business Financial Statements (per Charge Hour)		<<< Select Value
Add-on: IND TAX – Number of State Returns	All shown Tax Return Preparation Fees include one Federal tax return and one State tax return. Each additional State tax returns will carry an additional charge of $180 per State tax return.		<<< Select Value
Add-on: IND TAX – Accuracy Guarantee	We stand by the quality of our tax preparation work and provide full quality of work guarantee. Should we make a tax-preparer-error on your tax return, we will prepare the necessary corrections, amendments, and tax re-filings to correct our clerical error or omission at no additional charge. NOTE: THIS SERVICE IS… – NOT a guarantee of waiver of tax liability. If you legally owe the tax you may still have to pay it. – NOT a protection to cover actual tax deficiencies or liabilities due. If you legally owe the tax you may still have to pay.	Included
Add-on: IND TAX – Tax Audit Protection	We stand by the quality of our tax preparation work. We include up to 8 free hours of advisory tax work per each tax prep engagement to provide you the following support if a need arises: – We’ll advise on or respond to written notices sent to you from federal, state, or local taxing authorities to help determine the resolution path. – We’ll advise on or represent you in front of the tax agent conducting review or audit to help determine the resolution path. NOTE: THIS SERVICE IS… – NOT a guarantee of waiver of tax liability. If you really owe the tax you may still have to pay it. – NOT a protection to cover actual tax deficiencies or liabilities due. If you owe the tax you may still have to pay. – NOT insurance that you will not be audited by the tax agencies and does not insure you from not legally owing taxes that you actually owe.	Included
Add-on: IND TAX – Unlimited Online Support	Online support year-round for quick Q&As via email and secure client portal. We’re here to answer your questions in a timely manner during the whole tax year you are our client!	Included
BUSINESS TAX RETURN:		$0	Per Engagement
BUSINESS TAX RETURN: C-corporation, S-corporation, Partnership, or Multi-Member LLC	All shown Tax Return Preparation Fees include one Federal tax return and one State tax return for one tax year filing. Each additional State tax returns will carry an additional charge of $180 per State tax return. NOTE: Business Tax Return preparation fee only includes the tax return preparation based on the client-provided business trial balance information and financials. Any additional business bookkeeping or year-end business accounting work to prepare the business financial accounting data for use in the tax returns is a separate service and may be agreed upon and billed separately, at a separate rate, at client request.		$1,500 if Included
Add-on: BIZ TAX – SELECT TOTAL NUMBER of Schedules K-1 to be issued for the Partners or Shareholders	Include this add-on for the total number of Partners of Shareholders for whom a Schedule K-1 needs to be issued.		<<< Select Value
Add-on: BIZ TAX – TAX RETURN COMPLEXITY – Number of less common complex tax forms or factors	Include this add-on if your tax return has any of the following less common complex tax forms or factors: – Form 3115 (Accounting Method Change) – Foreign Bank Accounts reporting (FBAR / FinCEN 114) – U.S. Persons with Respect to Certain Foreign Corporations (Form 5471) – Foreign-Owned U.S. Corporation (Form 5472) – True-up of or Adjusting Journal Entries to Client-prepared Business Financial Statements (per Charge Hour)		<<< Select Value
Add-on: BIZ TAX – Number of State Returns	All shown Tax Return Preparation Fees include one Federal tax return and one State tax return. Each additional State tax returns will carry an additional charge of $180 per State tax return.		<<< Select Value
Add-on: IND TAX – Accuracy Guarantee	We stand by the quality of our tax preparation work and provide full quality of work guarantee. Should we make a tax-preparer-error on your tax return, we will prepare the necessary corrections, amendments, and tax re-filings to correct our clerical error or omission at no additional charge. NOTE: THIS SERVICE IS… – NOT a guarantee of waiver of tax liability. If you legally owe the tax you may still have to pay it. – NOT a protection to cover actual tax deficiencies or liabilities due. If you legally owe the tax you may still have to pay.	Included
Add-on: BIZ TAX – Tax Audit Protection	Online support year-round for quick Q&As via email and secure client portal. We’re here to answer your questions in a timely manner during the whole tax year you are our client!	Included
Add-on: BIZ TAX – Unlimited Online Support	Online support year-round for quick Q&As via email and secure client portal. We’re here to answer your questions in a timely manner during the whole tax year you are our client!	Included

TAX PLANNING SERVICE*		TAX PLAN ONLY One-time Fee From	TAX PLAN + IMPLEMENTATION Monthly Subscription, 12-mo
Pricing:		$0	$0
INDIVIDUAL TAX PLANNING	This is a detailed INDIVIDUAL tax plan based on you most recent tax return, business tax return and/or business financials, and other forward-looking information. The plan outlines the strategies Clients can implement and shows the estimated potential tax savings. Some Service options include tax strategy implementation assistance. FOR ONE-TIME TAX PLAN SERVICE OPTIONS: Tax Planning Report portion of the service fee starts at $3,500 and is capped at $9,500. The exact fee will be based on 30% estimated tax savings from Tax Strategies over a two-year forward period. This portion of the tax planning fee may change the total fees for the other tax planning packages that include additional services. FOR MONTHLY TAX PLANNING: Assumes a minimum engagement over a required commitment period of 12 months, renewed every 12 months. NOTE: One-time Plans do not include Income Tax Return Preparation. NOTE 2: Tax Planning Services to do not include any other PCPA Accounting or Advisory Services. Other services may be available a la carte if requested by the Client.			<<< Select Value
Add-on: BUSINESS TAX PLANNING – Number of Businesses	– Default Option Covers one Individual Taxpayer and one Business Entity. – Additional $1000 to for each additional Business Entity or Business Activity added to the tax plan. – If applicable: Additional $300/month to for each additional Business Entity or Business Activity added to the implementation scope of work.			<<< Select Value
Free No-Obligation Tax Savings Initial Assessment	This is a Free No-Obligation Tax Savings Initial Assessment based on the Client’s most recent tax return, business tax return, and/or business financials. The purpose of the assessment is to provide the prospective tax planning client with a rough estimate of potential tax savings that they could obtain through a full tax planning engagement and implementation. This assessment provides an estimated tax savings amount based on historical tax return information and some assumptions. If the Client decides not to proceed with the detailed tax planning engagement, then there is no obligation and no fees due for the initial assessment. NOTE: Tax Savings Initial Assessment does not include any other PCPA Accounting, Tax, or Advisory Services. Other services may be available a la carte if requested by the Client.	Available – No purchase required	Available – No purchase required
One-time Tax Plan Report For Current Year & Beyond	– Default Option Covers one Individual Taxpayer and one Business Entity. – Additional $1000 to for each additional Business Entity added to the tax plan. – If applicable: Additional $300/month to for each additional Business Entity added to the implementation scope of work.	Included	Included
Deduction Review & Strategy Planning	– Default Option Covers one Individual Taxpayer and one Business Entity. – Additional $1000 to for each additional Business Entity added to the tax plan. – If applicable: Additional $300/month to for each additional Business Entity added to the implementation scope of work.	Included	Included
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership Options To Save While Minimizing Taxes	– Default Option Covers one Individual Taxpayer and one Business Entity. – Additional $1000 to for each additional Business Entity added to the tax plan. – If applicable: Additional $300/month to for each additional Business Entity added to the implementation scope of work.	Included	Included
TCJA, FFCRA, CARES, OBBBA Review For Liability Minimization	– Default Option Covers one Individual Taxpayer and one Business Entity. – Additional $1000 to for each additional Business Entity added to the tax plan. – If applicable: Additional $300/month to for each additional Business Entity added to the implementation scope of work.	Included	Included
IRS & Court Case References Support Positions	– Default Option Covers one Individual Taxpayer and one Business Entity. – Additional $1000 to for each additional Business Entity added to the tax plan. – If applicable: Additional $300/month to for each additional Business Entity added to the implementation scope of work.	Included	Included
Tax Strategies Implementation Assistance	Perpetual CPA can assist you with implementing your tax plan strategies in real life so that you can take full advantage of tax-saving options proposed in the prepared tax plan. If service is elected by the client, PCPA will assist with implementation of tax plan strategies over the course of four consecutive calendar quarters. Client’s timely participation in the process is mandatory for tax plan results. NOTE: While we make every effort to find and implement all relevant Tax Strategies, our tax planning service is not designed to be an exhaustive plan. Tax regulations change continuously, therefore we recommend tax planning clients to continuously retain our tax planning services so that we can update your tax plan at a minimum on an annual basis.	–	Included
One Annual Business Tax Preparation	-Twelve (12) months tax planning service commitment required. -Client must have had tax planning service for at least 6 months to qualify for included 1 Business and 1 Individual Tax Return Preparation. -Additional business and individual tax preparation services beyond of what’s included in the tax planning package can be provided ala carte at standard PCPA tax preparation service fees at the time of the engagement.	–	Included
One Annual Individual Tax Preparation	-Twelve (12) months tax planning service commitment required. -Client must have had tax planning service for at least 6 months to qualify for included 1 Business and 1 Individual Tax Return Preparation. -Additional business and individual tax preparation services beyond of what’s included in the tax planning package can be provided ala carte at standard PCPA tax preparation service fees at the time of the engagement.	–	Included
Quarterly Estimated Payments (up to 4 quarters of the same tax year)	Involves refreshing of the estimated quarterly tax payment calculations using actual income data for the most recent tax quarter. Done on the engaged quarterly basis.	–	Included
Quarterly Core Tax Planning & Implementation (up to 4 quarters of the same tax year)	Involves refreshing of the core tax planning strategies of the tax plan report on the engaged quarterly basis.	–	Included
Quarterly 1-on-1 Review Tax Position (up to 4 quarters of the same tax year)	These are regular client meetings to review the core tax planning strategies of the tax plan as well as align and update on the strategy implementation process and progress status.	–	Included
Add-on: Unlimited Online Support	Enjoy peace of mind with our Unlimited Online Support, available throughout the duration of your engagement with us. This feature offers: Year-Round Accessibility: You can reach out via email or through our secure client portal at any time during your engagement for support. Scope of Support: Our support includes responses to general inquiries related to accounting principles, tax regulations, and business administration practices. Nature of Assistance: We provide quick, general advice and answers to your questions to help guide you on accounting, taxation, and business administration matters. Online support specifically means responses to client email inquiries or client portal messages, provided in writing by our team. Response Time: Our standard protocol is to respond to client written general inquiries within three business days or sooner, ensuring you receive timely assistance. Exclusions: Please note, this support does not extend to conducting specific accounting tasks, preparing tax returns, or undertaking any project work beyond providing general guidance. Such tasks would require a separate engagement and are subject to additional fees. This feature is designed to assist with quick queries and does not substitute for detailed consulting or project work, which are billed separately. Our goal is to ensure you have access to professional advice when you need guidance on general topics within our expertise.	–	Included

BUSINESS & TAX ADVISORY SERVICES*		Contact Us
Custom General Business & Tax Advisory Services	Perpetual CPA General Business Advisory Services are generally customized for the Client’s specific business need or an issue at hand that needs resolution advice. We will provide you a budget of hours we estimate will be required to provide the advisory service for your specific situation. All our Advisory and Consulting work that is based on a custom solution is charged at $180 per hour. PCPA minimum advisory engagements non-refundable prepaid retainer is $1,440 and covers up to the first 8 hours of advisory work per each specified advisory engagement.	From $1,440
Administrative Business and Tax Filings	This service only ONLY applies to the Non-Income Annual Tax Returns. Perpetual CPA can assist with the filing of the following taxes: – Property Taxes – Excise Taxes – Sales Tax – Payroll Tax – Employer Registration – Income Tax Projection If this service is not included then the client is responsible for all aspects of the service. NOTE: This advisory service does not include annual income tax preparation. That service is available as a separate engagement.	From $1,440
Emergency CPA Services	Emergency CPA Services Occasionally, unexpected financial situations or urgent tax matters arise that require immediate attention from our experienced CPAs. Our Emergency CPA Services are designed to address these critical issues promptly and efficiently. Given the urgent nature of these situations, our standard fees are increased to 2x the usual rate. This premium ensures that our team can prioritize your needs and allocate the necessary resources to resolve your emergency swiftly. While not all businesses will require emergency services, it’s important to be prepared for unforeseen circumstances where immediate professional intervention is essential. Our goal is to provide you with the support you need, exactly when you need it most. CONTACT US FOR CUSTOM QUOTE.	2x PCPA Standard Fee

OTHER CUSTOM SCOPE ADVISORY SERVICES*		Contact Us
New US Business Registration	Perpetual CPA will assist you with registering your new business in one of the US 50 states. We will also assist you with obtaining the EIN number for your new business, as well as, provide you with the basic Articles of Organization/Bylaws template that you can customize for your business. NOTE: Our service fee does not include any administrative fees that would be due to the state Secretary of State Department or any other business registration agencies in the state of registration. If applicable, Registered Agent Services are also not included in our fee. The Client would be responsible for all 3rd party fees or for prepaying them to us for remittance to 3rd parties. Does not include Registered Agent services or setup. Custom quote available upon request.	$800 per ea. State
Beneficial Ownership Information Reporting Service – BOI	Background information Starting January 1, 2024, a significant number of businesses will be required to comply with the Corporate Transparency Act (“CTA). The CTA was enacted into law as part of the National Defense Act for Fiscal Year 2021. The CTA requires the disclosure of the beneficial ownership information (otherwise known as “BOI”) of certain entities from people who own or control a company. Perpetual CPA can assist with this new CTA’s BOI reporting: This service is designed to help your business comply with the CTA requirements without the stress and hassle of navigating the complex reporting process on your own. > Advisory Service Nonrefundable Retainer Fee: $720 > Comprehensive Compliance Check: We will review your business structure and identify the necessary reporting requirements under the CTA’s BOI. > One-time BOI Report Preparation and Submission: Our team will handle the entire process of preparing and submitting the required BOI report, ensuring accuracy and compliance. > Ongoing Support: We’ll keep you updated on the related regulatory changes and compliance requirements during the specific year of filing. DISCLAIMER: Our firm, being an accounting practice, does not offer legal advice and is not a law firm.	$1,440 per ea. entity report filing
Business Valuation Calculation	Perpetual CPA will provide estimated value calculation using several industry-standard methodologies and assumptions backed by real transaction data. We use multiple valuation methodologies including revenue multiples, profit multiples, EBITDA multiples and net asset value. The valuation calculation is not a formal valuation engagement and is designed for internal Management use.	From $2,880
Obtaining Capital and Financing	Perpetual CPA will be your chief advocate for any credit increases or additional bank financing your business may require. If this service is not included then the client is responsible for all aspects of the service.	From $1,440
High-level Income Tax Estimate – previous tax clients only	Uses prior-year data + limited known changes to refresh expected estimated quarterly taxes owed. Not the same as tax preparation.	$499 per ea. estimate instance
Detailed Income Tax Projection	Full-year revenue, deductions, payroll, depreciation, retirement, capital gains, etc. Not the same as tax preparation.	$1,440 per ea. projection instance
S-Corp Officer Reasonable Compensation Study	Benchmarking salary vs distributions using IRS backed standards. Deliverable is an IRS-compliant reasonable compensation study report to substantiate reasonable compensation in case of an IRS audit.	$1,440 per ea. person/year
Retirement Contribution Optimization	Max contribution calculation for SEP, SIMPLE, 401(k), Solo-401k and deduction modeling. Limited scope.	$399/per analysis
Asset Sale / Capital Gain / Basis & Depreciation Analysis	Stock, crypto, real estate, equipment, Section 1231 issues. Limited scope.	$399/per analysis
Internal Review and clean up of Management-prepared financials	Internal review and cleanup client-prepared financials within the QuickBooks Online platform. Includes up to 8 advisory hours.	$1,440 per ea. fiscal year.
S-Corporation Set-up / Custom Business Structuring Analysis	S-Corp conversion, second LLC, ownership transfer, share issues, state move tax effects. Covers up to 8 advisory hours.	$1,440
Capital Expenditure & Depreciation Planning	Section 179 vs bonus depreciation, vehicle purchases, timing strategies. Covers up to 8 advisory hours.	$1,440
One time CFO Level Cash Flow Forecast	One time cash flow forecast report with meeting of 1hr.	$1,440
IRS Notices & Penalty Relief Advisory	Tax research resolution memo and/or IRS response letter. Covers up to 8 advisory hours.	$1,440
PAYROLL SETUP: new payroll setup (up to 10 EEs)	For clients without payroll management service. Payroll is set up on one of the payroll processor platforms such as Gusto, ADP, or Paychex. Does not include third-party platform service fees. Includes one state employer registration, if needed.	$720
PAYROLL SETUP: existing payroll transfer (up to 10 EEs)	For clients without payroll management service. Payroll is set up on one of the payroll processor platforms such as Gusto, ADP, or Paychex. Does not include third-party platform service fees. Includes one state employer registration, if needed.	$1,080
PAYROLL SETUP: new/existing payroll setup/transfer (11-20 EEs)	For clients without payroll management service. Payroll is set up on one of the payroll processor platforms such as Gusto, ADP, or Paychex. Does not include third-party platform service fees. Includes one state employer registration, if needed.	$1,440
Employer Payroll State Registration	For clients without payroll management service.	$640 for ea state
PAYROLL FILINGS ADVISORY: payroll Qtrly or Annual tax filing (includes both FED and 1 STATE as applicable)	For clients without payroll management service. For 1-10 EEs. The fee doubles for every +10 EEs.	$1,440 per ea
PAYROLL FILINGS ADVISORY: payroll Qtrly or Annual tax filing (either FED or 1 STATE as applicable)	For clients without payroll management service. For 1-10 EEs. The fee doubles for every +10 EEs.	$720 per ea
PAYROLL FILINGS ADVISORY: ZERO payroll Qtrly or Annual tax filing (either FED or 1 STATE as applicable)	For clients without payroll management service.	$400 per ea
PAYROLL FILINGS ADVISORY: Employer State Payroll Registration cancellation form filing	For clients without payroll management service.	$640 per ea
OLCC ADVISORY – Quarterly Oregon Cannabis Tax Form Filing-only Service	Quarterly Oregon Cannabis Tax Form Filing Service: $720 per quarter for preparing and submitting your quarterly cannabis tax form filings to Oregon OLCC. Client is responsible for providing financial data and reports for filing preparation. Note: This fee covers filing only; clients are responsible for making their own tax payments directly to the OLCC. Does not include any other services.	$720 per quarter
OLCC ADVISORY – Quarterly Oregon Cannabis Tax Calculation and Filing Service	Quarterly Oregon Cannabis Tax Calculation and Filing Service: for monthly calculations of tax amounts due and preparation of the quarterly tax filing. This service includes once-a-month tax payment calculation and one quarterly cannabis tax form filing. Payment of taxes to OLCC is the client’s responsibility. Does not include any other accounting or administrative services.	$1,440 per quarter
INFORMATION TAX FORMS:Form 1099-MISC or NEC filing	For current and new clients. Clients are responsible for providing or facilitating the necessary financial data and statements. Does not include any other services.	$100 per form
INFORMATION TAX FORMS:Form 1099-DIV or INT filing	For current and new clients. Clients are responsible for providing or facilitating the necessary financial data and statements. Does not include any other services.	$100 per form
INFORMATION TAX FORMS: Form 1042 or 1042-S filing	For current and new clients. Clients are responsible for providing or facilitating the necessary financial data and statements. Does not include any other services.	$300 per form
QuickBooks Desktop to QuickBooks Online migration support.	For clients without current Perpetual CPA bookkeeping service.	$1,090 per ea

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* – Price quotes are estimates and may be adjusted for actual volume of work. Service price estimates are subject to change without notice.

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