Q: Sarah, In regards to Exclusive plan, are you saying Sumo-lings will be paying $ 84 per year which is linked ...
to the Basic Package mentioned in your website but with the following additional benefits on top of that Basic Package ?
On-demand CPA advice
All entities (LLCs, S-Corp, K-1s, etc.)
A.I. deduction tracking
Track expenses automatically
Plaid integration
Connect multiple statements
Expense analysis
Get monthly profit and loss (P&L) statements
View deduction summary
Access to freelancer guide
Exportable CPA data
Quarterly tax calculator
Would you help bring clarity to our table. thank you.
Sarah_FlyFin
May 15, 2024A: LLC, K-1s, S-Corps are covered in our Premium Plan for an additional $276 for the 1st year. Thereafter, the Premium Plan will be billed at $359.88 for every year.
However, you can go for our Standard Plan for LLC which would cost you $156 for the 1st year and $239.88 for the following years.
Both our Exclusive and Basic plans are different. Exclusive plan is billed at $84/y, whereas our Basic plan is billed at 120/yr. If you continue on our exclusive plan next year as well, you'll be charged $84 under which you’ll get these benefits-
A.I. deduction tracking
Plaid integration
Connecting multiple statements
Tracking expenses automatically
Monthly profit and loss (P&L) statements
Expense analysis
Deduction summary
On-demand CPA advice
Access to freelancer guide
Exportable CPA data
Quarterly tax calculator
If you choose to opt our Basic plan after the first year, you’ll have to pay the balance amount, which is $36. The difference between both the plans is that in the Basic package you’ll get an additional feature of Unlimited CPA Help.
With Exclusive plan, you’ll receive custom CPA recommendations within the app. These recommendations are sent by our CPA team.
For example, you marked an extravagant business meal as a deduction in the app. During tax season, our CPAs will review the deduction marked by you and flag the ones which could lead to an IRS Audit. But if you need unlimited CPA advice, we recommend you to move to our Basic plan.
OurSumoToolsPLUS
Verified purchaser
Sarah, Please confirm All entities (LLCs, S-Corp, K-1s, etc.) is included in exclusive plan for year 1 and after year 1 as well. It is mentioned above on the deal section of Exclusive plan. I don't need personal filling support at this time but looking for one of my new LLC to see how your service is going to be.