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Protectus Tax

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Our Packages

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Flexible Add-On Packages

Account Clean-Up Services

When financial records need a reset, we’ve got you covered.

  • Payroll Services

  • Accounts Payable & Receivable

  • LLC Set Up

  • Protectus Tax takes the hassle out of LLC formation:

  • Filing Articles of Organization

  • Obtaining EIN

  • Operating Agreement Drafting

  • State & Federal Tax Account Setup

Business Services​

  • Payroll Services

  • Sales Tax Filing

  • W-2 & 1099 Issuance

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The Premier Package

Best For: Established and growing businesses requiring advanced financial oversight and planning.

What's Included:

Everything in the Plus Package, plus:

  • Monthly reconciliation of up to 10 bank/credit card/loan accounts

  • Inventory Tracking

Additional Details:

  • One-time $250 software setup fee (if required)

  • Client pays any accounting software subscription fees

You'll Also Receive:​

  • Monthly Strategic Financial Advisory Calls – Tailored guidance on profitability, cost-saving measures, and growth strategy

  • KPI Dashboard Setup – Visual representation of key performance indicators for easier financial decision-making

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The Essential Package

Best For: Start-ups and small businesses looking for essential financial organization and preparation for annual tax filing.

What's Included:

  • Entry and categorization of income & expenses into accounting software

  • Monthly reconciliation of up to 4 bank/credit card/loan accounts

  • Monthly Profit & Loss (P&L) & Balance Sheet Statements

  • Basic Financial Health Snapshot – A monthly overview highlighting financial strengths and weaknesses

  • Quarterly Financial Check-ins – Short consultation calls to address key financial trends

  • Year-End Preparation for Tax Filing

Additional Details:

  • One-time $250 software setup fee (if required)

  • Client pays any accounting software subscription fees

Accounting
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The PLUS Package

Best For: Small businesses needing enhanced oversight and preparation for annual tax filing.

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What's Included: 

Everything in the Essential Package, plus:

 

  • Monthly reconciliation of up to 6 bank/credit card/loan accounts

  • Texas Sales Tax Filing

  • Fixed Asset Tracking

  • Month-End Adjusting Entries & Closing

Additional Details:

  • One-time $250 software setup fee (if required)

  • Client pays any accounting software subscription fees​

 

You also receive:​

  • Quarterly Business Health Review – Detailed financial reviews to spot growth opportunities and risks

  • Monthly Consultation / Financial Review

  • Basic Cash Flow Forecasting – Simplified forecasting for better cash management

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