Tax Preparation and Planning Services

Our tax preparation and planning service is designed to remove the tax-time stress and beat the IRS tax game.

Five out of seven business owners and individuals pay over 70% extra in taxes than they should each year.

Our tax team works diligently to plan, project, and answer all of your tax questions.

If you are a business owner and are tired of meeting with your tax professional once a year only to discover that you have a higher than average tax bill, click below to learn more.

If you are an individual and desire online, stress-free tax services that will identify the best credits and deductions you must take to reduce your tax liabilities, click below to learn more.

Business Tax Planning

The purpose of our Tax Planning service is to reduce your taxes and provide a stress-free tax time.

Our Tax Planning services include proactive tax strategy based on historical and projected financial performance.

Our Tax Planning Services includes

  • Detailed Tax Plan
  • Entity Evaluation
  • Quarterly Tax Pulse Check-Ins & Calculations
  • Accountable Plan (if applicable)
  • Retirement Contribution Analysis
  • Implementation Action Items
  • Tax Deferred Account Analysis
  • Financial Statement Analysis
  • Tax Deduction Enhancement

Tax Planning Investment Starts – $5,000

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Business Return without Tax Planning Services

Business Return
Business & Individual Return
  • One Business Tax Return (Federal and State Return)
  • Includes Schedule C, 1065, 1120S, 1120
  • Include K-1 Partner Preparation
  • Tax Return Review & Consultation 
  • Invest Starts – $1,500

 

~Does not include individual return

~Subject to a Bookkeeping Review and Approval if we are not providing bookkeeping services to your company.

  • One Business Tax Return (Federal and State Return)
  • Includes Schedule C, 1065, 1120S, 1120
  • Include K-1 Partner Preparation
  • Tax Return Review & Consultation 
  • One Individual Return
  • Invest Starts – $2,000

 

~Subject to a Bookkeeping Review and Approval if we are not providing bookkeeping services to your company.

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Individual Tax Services

Our individual tax service is completed through a simple online process. After contacting our firm, you will receive a client portal, along with a tax form checklist and tax form deductions list. Once you have uploaded your documents, our team will begin preparing your taxes.

Once completed and before e-filing the return, we conduct a Zoom meeting with you to review and approve. Upon approval, we e-file your return and provide you with step-by-step notification status.

  • Tax Form Checklist
  • Annual Tax Deductions List for Individuals
  • 30-Minute Pre & Post Tax Consultation
  • Refund Direct Deposit option
  • e-File Return

Service Start at $850