Our Services
($250 Deposit - $500 Estimated Total Cost)
What’s Included:
Preparation and electronic filing of Individual Form 1040 for federal and one state return, a copy of your return and vouchers for required payments
Best for income activity like W-2 earners, 1099, retirement income, 1099-G with minor deductions or minimum Schedule C activity
Guaranteed before April 15th unless stated otherwise
Does not include analysis or advisory services
($750 Deposit - $750 to $2,000 Estimated Total Cost)
What’s Included:
Preparation and electronic filing of a standard Federal Form 1120S or SMLLC Schedule C plus one state - Multiple states may incur additional fees
Business tax analysis for maximizing deductions, entity structure, state and local tax activity, etc.
Documentation and guidance based on analysis
Compliance overview and guidelines to remain compliant for the following year
One hour session with your CPA to go over tax return
($500 Deposit - up to $1000 Estimated Total Cost)
What’s Included:
Tax Preparation & electronic filing for your Federal and one state return
An analysis of your numbers. Your preparer will provide any opportunities to reduce your bill
Documented guidance on how to achieve certain deductions (example: how do I keep track of the home office deduction?)
Meeting time to discuss questions regarding your tax return and potential benefits
($650 per month)
What’s Included:
Ongoing tax planning for your personal income or business tax strategy
Quarterly evaluation and recalculation of estimated tax due, projected cash flows, reminders & filings
Unlimited email communication (up to 2 business days response time)
Advisory on ad hoc tax questions, personal budgeting support, etc.
One monthly half-hour meeting to go over plans, projections and budgets
12 months of subscription includes tax preparation and filing
($250)
What’s Included:
Analysis of specific tax situation or question by an expert
½ hour live session with your CPA to cover your needs and questions
Documentation of guidance & action items following your meeting
You may be required to provide the prior year tax return, books, notices, etc. for the preparer to provide guidance related to your specific circumstances
($250 Initial Meeting - $150 per check-in)
What’s Included:
A customized budget plan based on your income, expenses, and savings on a yearly, monthly, weekly and even daily basis. Have a CPA analyze your numbers and come up with a plan that you can start following day-of
Online or printable sheets to follow throughout the year to track your budget and adjust spending
Recommendations from a CPA on where to save, healthy and realistic financial goals, and education on areas you’re not familiar with
Check-ins throughout the year to ensure you’re on track with your budget
Monthly email communication included with check-in services