For Individuals
Strategic
For individuals who want to strategically reduce their taxes, plan for the future, and avoid surprises at tax time.
This package includes:
Form 1040 tax return preparation and one state filing with priority processing
Tax return review meeting (optional)
Mid-year tax strategy meeting & Fall tax projections
Year-round “quick tax questions” email support
Tax notice support (IRS and state) & response
Digital document storage
The Strategic package starts at $1,500.
Proactive
For individuals who want an advisor they can trust when tax questions come up.
This package includes:
Form 1040 tax return preparation and one state filing
Tax return review meeting (optional)
Year-round “quick tax questions” email support
Tax impact estimates for minor changes
Tax notice support (IRS and state)
Digital document storage
The Proactive package starts at $1,000.
Compliant
For individuals who just want their tax return prepared by a tax pro.
This package includes:
Form 1040 tax return preparation and one state filing
Tax return review meeting (optional)
Tax notice support (IRS and state)
Digital document storage
The Compliant package starts at $550.
For Businesses
Strategic
For businesses who want multiple touchpoints throughout the year and want to plan for their taxes.
This package includes:
Form 1065 (Partnership), Form 1120-S (S Corp), or Form 1120 (C Corp) tax return preparation with one state filing
Tax return review meeting (optional)
Year-round “quick tax questions” email support
Tax notice support (IRS and state)
Mid-year tax strategy meeting & Fall tax projections
Digital document storage
The Strategic packages starts at $3,200.
Proactive
For businesses who have occasional “quick tax questions” during the year and want to run those by their CPA.
This package includes:
Form 1065 (Partnership), Form 1120-S (S Corp), or Form 1120 (C Corp) tax return preparation with one state filing
Tax return review meeting (optional)
Year-round “quick tax questions” email support
Tax notice support (IRS and state)
Digital document storage
The Proactive packages starts at $2,000.
Compliant
For businesses with clean and simple books who just need their tax return prepared.
This package includes:
Form 1065 (Partnership), Form 1120-S (S Corp), or Form 1120 (C Corp) tax return preparation with one state filing
Tax return review meeting (optional)
Tax notice support (IRS and state)
Digital document storage
The Compliant package starts at $1,200.
Other Services
Tax Planning
When you’re looking to scale your business or maximize your retirement, having a customized tax plan can maximize your after-tax dollars and help you reach your financial goals. Tax planning services include a customized tax projection and a tax plan review meeting.
Tax plans start at $500.
Other Services
Want us to review past filings or a tax notice, attend a meeting, or provide an ad hoc accounting/tax service or consultation? We’ve got you covered.
One-off accounting and tax consulting engagements start at $200/hour.