Solutions

Bookkeeping, Taxes & Wealth Consulting

Bookkeeping Solutions

At Polymita Wealth we believe in TRANSPARENT and FAIR PRICING THAT GROWS WITH YOUR BUSINESS. Whether you are a new startup, a company in the scaling phase or an established enterprise we have support solutions for the unique value your company brings to the world. We also provide specialized finance support to 501 (C)(3) Organizations.

Startup	Scaling	Enterprise	Enterprise
Up to $100K gross revenue and 1-3 accounts reconciled $165/MONTH*	Up to $200K gross revenue and 4-6 accounts reconciled $265/MONTH*	Up to $500K gross revenue and 7-10 accounts reconciled $365/MONTH*	More than $500K gross revenue and 7-10 accounts reconciled or 501 (c)3 Call for a Custom Quote*

Startup
Up to $100K gross revenue and 1-3 accounts reconciled $165/MONTH*

Scaling
Up to $200K gross revenue and 4-6 accounts reconciled $265/MONTH*

Enterprise
Up to $500K gross revenue and 7-10 accounts reconciled $365/MONTH*

Enterprise
More than $500K gross revenue and 7-10 accounts reconciled or 501 (c)3 Call for a Custom Quote*

*A Complexity Fee May Be Added for Specific Situations. Does Not Include the additional cost of QBO, Payroll or other accounting software but we offer discounts through our firm.

Tax Preparation & Planning Solutions

Individual(s)	Business	Non Profits
Individual Tax Return Preparation Starting at $250*	Business Tax Return Preparation Starting at $850*	Individual Tax Return Preparation $650*

*Additional Schedules will Be Charged a Fee.

Tax Preparation & Planning Solutions

Individual(s)
Individual Tax Return Preparation Starting at $250*

Business
Business Tax Return Preparation Starting at $850*

Non Profits
Individual Tax Return Preparation $650*

*Additional Schedules will Be Charged a Fee.

Wealth Consulting

If you are in need of CFO Services we can help! We offer ongoing fractional CFO services to help in understanding the story of your business and how you can make strategic decisions to continue the journey into success.

While preparing your taxes is one of our specialties, we encourage our clients to engage in smart tax planning so they can keep more of their hard earned money in the year in which they earn it and get those funds working for you.

We work with a small network of trusted financial advisors to provide you with trusted financial planning advice.

501(c)3 Non Profits

We understand how passionate you are about your cause and we do all we can to advise you on compliance issues with regards to your books.

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Santa Rosa, CA 95403
707-500-1816
info@polymitawealth.com