Services

Packages

Individual/Family Returns

Basic Tax Prep

Starting at $300

Tax Preparation for Federal and 1 state
E-File return
Mid-Year Tax Review
Email Updated throughout the tax preparation season

Core Tax Plan

Starting at $500

Everything in Basic Plus
Annual Tax Planning Meeting
Quarterly Estimated Tax Calculations
Tax Questions, Tax Advice, and Year Round Support

Total Tax Plan

Starting at $750

Everything in Core Plus
Review All Financial Documents
Financial Planning Meeting to Review Goals
Written Financial Plan with Recommendations

Business Returns

Sole Proprietor

Starting at $500

Tax Preparation for Federal and 1 state
E-File Return and Email Updates Along the Way
Mid-Year Tax Review
Quarterly Estimated Tax Calculations
Email Updated throughout the year
Bookkeping availalble (additional cost)

Corporate

Starting at $1,500

S/C Corp or Partnership Tax Preparation
E-File Return and Email Updates Along the Way
Mid-Year Tax Review
Annual Tax Planning Meeting
Quarterly Estimated Tax Calculations
Tax Question, Tax Advice, and Year Round Support
Bookkeeping available (additional cost)

Business Tax and Financial Planning

Starting at $2,000

Everything in Business Tax Package plus
Discuss Retirement Plan options
Review All Financial Documents
Financial Planning Meeting to Review Goals
Written Financial Plan with Recommendations