Est. 2020 · Meridian, Idaho (208) 618-3777 · info@therootedcfo.com
The Rooted CFO
The Rooted CFO
The Rooted CFO
Service IV · Add-ons

Payroll & Tax Support · Boise & Meridian

Payroll & tax support in Boise & Meridian

The details that keep your business running smoothly, from payroll and quarterly tax payments to 1099s, bills and invoices, handled by one team.

Simple add-ons for small businesses in Boise, Meridian and the Treasure Valley, with tax expertise from an IRS Enrolled Agent on our team.

Writing in a planner while counting cash, with a calculator and receipts on the desk

One team for the details.

If payroll, quarterly taxes or chasing invoices are eating into your week, these add-ons hand them to the same team that knows your books.

Pick only what you need, and add more as your business grows.

Add-ons, clearly priced.

I.

Payroll services

$150 / month

Up to 2 employees · $5 per additional employee

Payroll processing and coordination with your payroll company as needed, data entry, payroll tax filing review and reconciliation, and help with job costing for labor wages on contracts. Ask us about switching to our payroll partner and saving money.

II.

Quarterly federal tax remittance

per filing

Compliance oversight · calculation, reconciliation and remittance

Your quarterly federal tax filings calculated, reconciled and remitted for you, priced by type of filer.

$175Schedule C filer
$300S-Corp filer
$400C-Corp filer
$125 / $300Partnership: business / partners
III.

1099 filings

$150

+ $5 per 1099 + postage · W-9 collection $15 each

We file your 1099s, and can collect W-9s from your contractors for you.

IV.

A/R package

$50 / account

Accounts receivable

Data entry, invoicing and payment collections for each receivables account we manage.

V.

A/P package

$25 / bill

Accounts payable

Data entry, bill pay and statement reconciliations.

VI.

Accounting software setup

$175–$375

One-time fee · priced by number of accounts

Setup for businesses with no accounting software yet, or those switching to a new platform. Priced by the number of accounts to connect.

Jessica L. Smith, EA, IRS Enrolled Agent and tax strategist

Backed by an IRS Enrolled Agent.

Jessica L. Smith, EA, is our dedicated preferred tax specialist, with more than 15 years of experience helping small business owners overcome tax problems and use the federal tax code to save on income taxes.

As an Enrolled Agent, she has earned the privilege of representing taxpayers before the IRS. Her practice focuses on tax reduction strategies and IRS representation.

Credential
IRS Enrolled Agent
Experience
15+ years
Education
BS in Accounting, summa cum laude, California College
Member of
NAEA · NATP · Idaho Association of Tax Consultants

Meet the whole team →

Payroll & tax questions.

Q.How much does payroll cost for a small business?

Our payroll service is $150 for up to two employees, plus $5 for each additional employee. It covers payroll processing, working with your payroll company, data entry, payroll tax filing review and reconciliation, and help with job costing for labor on contracts.

Q.Can you file my 1099s?

Yes. 1099 filing is $150, plus $5 per 1099 and postage. We can also collect W-9s from your contractors for $15 each.

Q.Do you handle quarterly tax payments?

Yes. We calculate, reconcile and remit your quarterly federal tax filings, priced per filing: $175 for Schedule C filers, $300 for S-Corps, $400 for C-Corps, and $125 for a partnership business plus $300 for partners.

Q.Can you set up my accounting software?

Yes, whether you're starting fresh or switching platforms. Setup is a one-time fee of $175 to $375, depending on how many accounts need to be connected.

Hand off the details.

Tell us what you need, from payroll to 1099s, and we'll find a time to talk.

Book a Bookkeeping Call →

Payroll and A/R or A/P are options right on the form.