Business Support Services

This is an optional add-on business tax and accounting service available to clients enrolled in Wealth Mode Planning ongoing services.

For our financial planning clients who are self-employed or business owners, we can provide support or direct outsourced services for any or all of the following, depending on need:

  • Bookkeeping and Accounting (Quickbooks or Wave)

  • Payroll (Quickbooks or Gusto)

  • Quarterly taxes and payroll returns

  • S-corporation (1120-S) or partnership return (1065) preparation

    • Business tax returns are paid separately.

Pricing quoted case-by-case.

Business UP Plan: one-time upfront fee for initial set-up or transition of bookkeeping, payroll, etc.

Business Plus: ongoing monthly fee for continued services

Justin Chidester, CFP®, AFC®, EA is an Enrolled Agent and admitted to represent clients and practice before the IRS.