01
Accounting
Accurate financial reporting and insights for better decisions, including monthly financial statements and budget reports.
In plansBasicPremiumGold
Your strategic partner.
Accounting, bookkeeping, payroll, tax and advisory services for individuals and growing businesses, offered on their own or bundled into three simple plans.
What we offer
Every service, one trusted team.
Pick what you need today. Add more as the business grows.
02
Bookkeeping
Precise, up-to-date records. Bills and payments processed, card expenses and receipts tracked, employee expense reports and 1099s handled.
In plansGold
03
Tax Planning
Strategic tax planning to minimize liabilities and maximize savings.
In plansBasicPremiumGold
04
Tax Preparation
Timely and accurate returns for individuals and businesses, with individual income tax e-filing.
In plansBasicPremiumGold
05
Payroll
Reliable payroll processing so you can focus on growth: payroll taxes, payroll tax returns, W-2s and garnishment remittance.
In plansPremiumGold
06
Enrolled Agent Services
IRS negotiation and resolution, handled with confidence.
07
Fractional CFO
High-level financial strategy without the full-time cost.
08
Business Formation
We make it easy to start your business the right way.
09
Business Management
Operational support, general business consulting and solutions to help your business grow.
Accounting plans
Three plans. Each one builds on the last.
Every plan includes reconciliation, advice and tax preparation. Premium adds payroll. Gold adds bookkeeping and regular reviews.
Plan 01
Basic
Clean books, sound advice and your taxes taken care of.
Account reconciliation
- Reconcile bank accounts
- Reconcile electronic transactions into QuickBooks
- Reconcile credit card accounts
Advice
- Monthly financial statements
- Monthly budget reports
- Tax planning
- General business consulting
Tax
- Individual and business tax preparation
Plan 02For employers
Premium
Everything in Basic, with your payroll fully handled.
Includes the Basic Plan
Payroll
- Prepare payroll
- Submit payroll taxes to agencies
- Prepare payroll tax returns
- Employee access to electronic pay records
- Prepare W-2s
- Garnishment remittance
Plan 03Most complete
Gold
Everything in Premium, plus complete bookkeeping and regular reviews.
Includes the Premium Package
Bookkeeping
- Process bills and payments
- Track credit card expenses and receipts
- Process employee expense reports
- Prepare 1099s for contractors
Review
- Quarterly and end-of-year meeting, by video conference or in person, to review your key performance indicators and measures
Compare the plans side by side
| What’s included | Basic | Premium | Gold |
|---|---|---|---|
| Account reconciliation | |||
| Reconcile bank accounts | |||
| Reconcile electronic transactions into QuickBooks | |||
| Reconcile credit card accounts | |||
| Advice | |||
| Monthly financial statements | |||
| Monthly budget reports | |||
| Tax planning | |||
| General business consulting | |||
| Tax | |||
| Individual and business tax preparation | |||
| Payroll | |||
| Prepare payroll | |||
| Submit payroll taxes to agencies | |||
| Prepare payroll tax returns | |||
| Employee access to electronic pay records | |||
| Prepare W-2s | |||
| Garnishment remittance | |||
| Bookkeeping | |||
| Process bills and payments | |||
| Track credit card expenses and receipts | |||
| Process employee expense reports | |||
| Prepare 1099s for contractors | |||
| Review | |||
| Quarterly and end-of-year KPI review, by video or in person | |||
Individual income tax e-filing
Your refund, without the costly shortcut.
We use Refund Advantage as our third-party financial institution to secure the most expeditious return at the best possible rate to the client.
- Secure e-filing through Refund Advantage
- No pressure toward high interest-rate refund loans
- Every possible deduction for your individual and business tax bill
“We pride ourselves on encouraging patience.”
Every possible deduction
We look for all of them to reduce your individual and business tax bill.
Questions
Good questions, straight answers.
A few things clients often want to know before their first consultation.
Still have a question?
601-400-5372
3dconsultingllcms@gmail.com
Basic covers reconciliation, monthly statements and budget reports, tax planning, general consulting and tax preparation. Premium adds full payroll. Gold adds bookkeeping plus quarterly and year-end reviews. Book a consultation and we will recommend the right fit.
Yes. We prepare individual and business returns, and offer individual income tax e-filing through Refund Advantage, our third-party financial institution.
We discourage high interest-rate refund loans. We would rather secure the fastest return at the best possible rate, and look for every possible deduction along the way.
Yes. The Premium and Gold plans include preparing payroll, submitting payroll taxes, payroll tax returns, W-2s, garnishment remittance and electronic pay records for your employees.
No. Gold plan reviews happen quarterly and at year-end by video conference or in person, whichever suits you. Our office is at 407 Briarwood Dr, Suite 210-E, Jackson.
Book a consultation online, call 601-400-5372, or send us a message. We will walk through your needs and the next steps.
Ready when you are. Let’s build yours.
Book a consultation and we will walk through your books, your payroll and your plans for the year ahead.