Service Packages
Taxes are complex and can be stressful. From basic Essential services to full Elite services, we have you covered! Choose service that's right for you!
Have one-off questions and don't need a package? We can help! Book your appointment now!
The Essentials package ensures your tax obligations are met with accuracy and efficiency.
Includes:
- Preparation federal tax return (state returns additional)
- Review of prior tax returns
- Review of your tax return via virtual meeting or recorded video
Personal Returns: starting at $400
Business Returns for S-Corps/Partnerships/C-Corps: starting at $1,800
Get year-round access to your CPA as a trusted partner in your tax needs.
Includes Essentials package plus:
- Support with IRS notices during the engagement year
- Availability for questions during the engagement year; questions that require additional work will incur an additional charge
- 1 annual tax planning meeting
Billed monthly for 12 months
Quote requires initial consultation. Book your appointment!
We handle every detail so you can focus on what matters most with comprehensive management.
Includes Partner package plus:
-
Bi-annual tax projections
- Bi-annual tax planning meeting
- IRS transcript monitoring
Billed monthly for 12 months
Quote requires initial consultation. Book your appointment!
Tailored for your businesses, we strive to provide you with financial insights to keep your business on track.
Quote requires initial consultation. Book your appointment!
