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Everything in Basic, and also:
Multiple account management, higher transaction count management
Preparation and organization of required records for insurance premium audits (e.g., payroll reports, 941s, W-2s, subcontractor certificates, sales records)
Assistance compiling financial and operational records for loan applications (e.g., profit & loss statements, balance sheets, tax returns, cash flow projections)
Tailored Tax Planning and year-round advising support
Everything in Basic, and also:
Multiple account management, higher transaction count management
Preparation and organization of required records for insurance premium audits (e.g., payroll reports, 941s, W-2s, subcontractor certificates, sales records)
Assistance compiling financial and operational records for loan applications (e.g., profit & loss statements, balance sheets, tax returns, cash flow projections)
Tailored Tax Planning and year-round advising support