Excel Template “Tax-Deductible Expenses for Your Business” — complete list of deductible expenses with automatic formulas. Track income and expenses, calculate totals by category, and generate subtotals ready for your bookkeeping. Instant download.

Our monthly membership gives entrepreneurs, individuals and business owners access to ongoing admin & compliance support — without paying per-service fees. State and federal fees are not included — the client pays only the official government filing fees. Included with your membership:

• LLC / Corporation registration processing
• EIN assistance
• BOI reports (initial + updates during the year)
• Simple amendments (address change, email updates, etc.)
• Annual report preparation & submission (service only)
• State DOR tax account setup / closure when needed
• Mail & IRS/DOR correspondence review
• QuickBooks / Wave basic initial setup
• Priority deadline reminders via WhatsApp
• DUNS Number
• USDOT Number
• MC Number
• Resale Certificate application (if applicable by state)
• Monthly or quarterly Sales & Use Tax reports (service only)
• ITIN Form assistance (W-7 CAA service)

Not included — but available at discounted rates:

• Payroll setup
• Monthly bookkeeping / catch-up
• 1099 filing
• IRS penalty appeals / audit support
• Written responses to IRS letters

This membership is designed to help you stay compliant and organized all year — without paying per-service admin fees.   Terms, conditions and processing wait times apply. WhatsApp and phone assistance is available 7 days per week.