Classic Document Folder Design Needed
Budget: $30 – $250 USD
PROJECT OVERVIEW
I need a premium 9” × 12” presentation folder and coordinated business-owner information packet for Family Income Tax Services. The design should communicate professionalism, trust, and long-term business support rather than simply tax preparation services.
The overall aesthetic should use deep navy blue, rich burgundy, gold accents, and warm cream tones. The finished piece should feel similar to a professional CPA firm, business advisory firm, or wealth management office. In
This packet will be used when meeting with existing and prospective business owners to discuss business formation, bookkeeping, payroll, sales tax compliance, tax preparation, and business consulting services.
FOLDER DESIGN
The folder should be a standard 9” × 12” presentation folder with two interior pockets and a business card slot.
Front Cover
Headline:
YOUR SUCCESS IS OUR BUSINESS
Subheadline:
Helping Business Owners Stay Compliant, Organized & Profitable
Services:
Business Formation • Bookkeeping • Payroll • Sales Tax • Tax Preparation • Business Consulting
Use the Family Income Tax Services logo prominently but professionally.
Back Cover
Headline:
ONE TEAM. EVERY BUSINESS NEED.
Supporting Sections:
START RIGHT
Business Formation
Business Registration
Compliance Setup
STAY ORGANIZED
Accounting Systems
Bookkeeping
Payroll
STAY COMPLIANT
Sales Tax Reporting
Payroll Reporting
Secretary of State Filings
GROW WITH CONFIDENCE
Tax Planning
Business Consulting
Year-Round Support
The back cover should feel clean and sophisticated with generous white space.
PACKET CONTENTS
The folder will contain six coordinated information sheets.
Page 1
HOW WE HELP BUSINESS OWNERS
Start Right
Organize
Stay Compliant
Grow With Confidence
Page 2
IS YOUR BUSINESS STRUCTURED CORRECTLY?
Comparison of:
Sole Proprietor
LLC
S Corporation
C Corporation
Include simplified California compliance information and annual state obligations.
Page 3
BUSINESS FORMATION & COMPLIANCE
Sole Proprietor
Starting at $500
LLC Formation
Starting at $1,200
Corporation Formation
Starting at $1,500
Additional Compliance Services:
CDTFA Seller’s Permit Setup
California EDD Employer Registration
Statement of Information Filing
Secretary of State Amendments
Business Dissolution Services
Business Entity Changes
Page 4
BOOKKEEPING, PAYROLL & SALES TAX SERVICES
Accounting Setup
$500 One-Time
Monthly Bookkeeping
Starting at $250 per month
Payroll Processing
$25 per paycheck
Quarterly Payroll Reports
$150 per quarter
IRS & EDD Deposit Monitoring
$30 per month
CDTFA Sales Tax Reporting
$150 per quarter
Page 5
ANNUAL COMPLIANCE & TAX REPORTING
Secretary of State Filing
$150
W-2 Forms
$25 each
1099 Forms
$25 each
Sole Proprietor Tax Return
Starting at $400
Partnership Tax Return (Form 1065)
Starting at $900
LLC Tax Return
Starting at $900
S Corporation Tax Return
Starting at $1,000
Page 6
WHY BUSINESS OWNERS CHOOSE US
Family Owned
Bilingual Team
Year-Round Support
Local Los Angeles Office
One Point of Contact
Business Formation Specialists
Bookkeeping & Payroll Solutions
Sales Tax Compliance Support
Tax Planning Guidance
Accurate & Reliable Service
TECHNICAL REQUIREMENTS
• Standard 9” × 12” presentation folder
• U.S. Letter insert pages (8.5” × 11”)
• CMYK color mode
• 300 DPI print-ready files
• 1/8” bleed included
• Editable text throughout
• No rasterized typography
• Press-ready PDFs
• Editable Adobe Illustrator, InDesign, or SVG source files
• Fonts outlined only in final print version while preserving editable source versions
STYLE GUIDE
Primary Color:
Deep Navy Blue
Secondary Color:
Rich Burgundy
Accent Color:
Metallic Gold
Background:
Warm Cream
Style:
Professional
Business Advisory
Premium
Modern Traditional
The finished packet should position Family Income Tax Services as a trusted business advisory partner rather than simply a tax preparation office.
I need a premium 9” × 12” presentation folder and coordinated business-owner information packet for Family Income Tax Services. The design should communicate professionalism, trust, and long-term business support rather than simply tax preparation services.
The overall aesthetic should use deep navy blue, rich burgundy, gold accents, and warm cream tones. The finished piece should feel similar to a professional CPA firm, business advisory firm, or wealth management office. In
This packet will be used when meeting with existing and prospective business owners to discuss business formation, bookkeeping, payroll, sales tax compliance, tax preparation, and business consulting services.
FOLDER DESIGN
The folder should be a standard 9” × 12” presentation folder with two interior pockets and a business card slot.
Front Cover
Headline:
YOUR SUCCESS IS OUR BUSINESS
Subheadline:
Helping Business Owners Stay Compliant, Organized & Profitable
Services:
Business Formation • Bookkeeping • Payroll • Sales Tax • Tax Preparation • Business Consulting
Use the Family Income Tax Services logo prominently but professionally.
Back Cover
Headline:
ONE TEAM. EVERY BUSINESS NEED.
Supporting Sections:
START RIGHT
Business Formation
Business Registration
Compliance Setup
STAY ORGANIZED
Accounting Systems
Bookkeeping
Payroll
STAY COMPLIANT
Sales Tax Reporting
Payroll Reporting
Secretary of State Filings
GROW WITH CONFIDENCE
Tax Planning
Business Consulting
Year-Round Support
The back cover should feel clean and sophisticated with generous white space.
PACKET CONTENTS
The folder will contain six coordinated information sheets.
Page 1
HOW WE HELP BUSINESS OWNERS
Start Right
Organize
Stay Compliant
Grow With Confidence
Page 2
IS YOUR BUSINESS STRUCTURED CORRECTLY?
Comparison of:
Sole Proprietor
LLC
S Corporation
C Corporation
Include simplified California compliance information and annual state obligations.
Page 3
BUSINESS FORMATION & COMPLIANCE
Sole Proprietor
Starting at $500
LLC Formation
Starting at $1,200
Corporation Formation
Starting at $1,500
Additional Compliance Services:
CDTFA Seller’s Permit Setup
California EDD Employer Registration
Statement of Information Filing
Secretary of State Amendments
Business Dissolution Services
Business Entity Changes
Page 4
BOOKKEEPING, PAYROLL & SALES TAX SERVICES
Accounting Setup
$500 One-Time
Monthly Bookkeeping
Starting at $250 per month
Payroll Processing
$25 per paycheck
Quarterly Payroll Reports
$150 per quarter
IRS & EDD Deposit Monitoring
$30 per month
CDTFA Sales Tax Reporting
$150 per quarter
Page 5
ANNUAL COMPLIANCE & TAX REPORTING
Secretary of State Filing
$150
W-2 Forms
$25 each
1099 Forms
$25 each
Sole Proprietor Tax Return
Starting at $400
Partnership Tax Return (Form 1065)
Starting at $900
LLC Tax Return
Starting at $900
S Corporation Tax Return
Starting at $1,000
Page 6
WHY BUSINESS OWNERS CHOOSE US
Family Owned
Bilingual Team
Year-Round Support
Local Los Angeles Office
One Point of Contact
Business Formation Specialists
Bookkeeping & Payroll Solutions
Sales Tax Compliance Support
Tax Planning Guidance
Accurate & Reliable Service
TECHNICAL REQUIREMENTS
• Standard 9” × 12” presentation folder
• U.S. Letter insert pages (8.5” × 11”)
• CMYK color mode
• 300 DPI print-ready files
• 1/8” bleed included
• Editable text throughout
• No rasterized typography
• Press-ready PDFs
• Editable Adobe Illustrator, InDesign, or SVG source files
• Fonts outlined only in final print version while preserving editable source versions
STYLE GUIDE
Primary Color:
Deep Navy Blue
Secondary Color:
Rich Burgundy
Accent Color:
Metallic Gold
Background:
Warm Cream
Style:
Professional
Business Advisory
Premium
Modern Traditional
The finished packet should position Family Income Tax Services as a trusted business advisory partner rather than simply a tax preparation office.