Let's see if we're a good fit.
As Your Tax Experts We
PREPARE ACCURATE RETURNS
KEEP YOU INFORMED
TAKE THE GUESSWORK OUT
SUPPORT YOU BEYOND APRIL
ESSENTIALS TAX PREP PACKAGE
I want tax preparation plus essential support during the year.
Personal - Starts at $500
Entities - Starts at $1000
Only 'Base Fees' are listed. Final prices will vary based upon the forms/worksheets/complexity of the returns.
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Tax Preparation - Federal and State Personal or Entity
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Review Session of Completed Return(s)
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Prior Year and Next Year Comparison Summary Reports to See Differences
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Pre-Season Newsletter to Inform You of Important Annual Changes
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Client Resource Vault
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24/7 Access to a Secure Portal to Gather, Organize, Store and Sign Tax Documents
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Estimated Payment Reminders & BOI Update Reminders
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Mid-Year Check-Up Session
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Two Additional Tax Question Throughout the Year
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Discounted Returns for Dependents or Shareholders/Partners/Board
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One Amendment Included During Calendar Year
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FBAR Reporting (International Accounts)
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BOI Reporting (Entity Ownership)
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Some Correspondence/Audit/Exam Work Included
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Standard Work Guarantee
WHAT YOU'RE REALLY GETTING
Hover over the options to see the benefits of working with our team.
Tax Preparation
We are committed to staying educated on the latest tax law changes to ensure your tax returns are always prepared accurately.
Review Session
Prior to signing your taxes, we'll explain your situation to you and answer any questions you have about the tax return. We want you to be able to understand what you are signing.
Prior Year & Next Year Comparison Summaries
We think the best way to understand changes to your taxes is to compare them to the prior year and to see what's coming next year under the laws as we know them.
Pre-Season Newsletter
Every year just before the start of tax season, we keep you informed by sending you our annual newsletter highlighting the major changes we feel affect our clients most.
Client Resource Vault
You will get access to our Client Resource Vault that contains deduction checklists, useful web links, and how-to-videos for things like making IRS payments.
Secure Online Portal
With the portal you can send/receive documents securely, store tax years, and e-sign tax forms. You can download the app to scan documents to pdf or message with us all on your phone!
Important Reminders
We will send you email reminders in April, June, September, and January to make estimated payments and to update your Beneficial Ownership Information (BOI) reporting if needed.
Mid-Year Consult Session
You can schedule a consultation to meet between May 15th and October 31st to discuss any changes in your tax situation and get answers to any tax questions. Unused sessions are lost.
Two Additional Tax Questions Included Until 12/01/24
We are happy to answer emailed/messaged tax questions such as "Is X taxable?", "Do I qualify for X deduction?", "Should I pay off X?", "Should I buy X?", "Should I take a distribution of X?", etc.
Discounted Returns
Individuals - Free Basic Returns for dependents (W-2, 1099-INT, 1099-R, SSI only) and 50% discount on non-Basic Returns. Entities - $50 discount for personal returns of partners/shareholders/board.
One Amendment Included
If you make a mistake or receive a document after you've filed, you won't have to worry. This package includes one amendment on a current or prior year return up until December 1st, 2024.
FBAR Reporting
If you own bank accounts or financial assets in other countries, we will make sure you are complying with any requirement you may have to report on form FinCen114.
BOI Reporting
If you own an LLC, Corporation. or other entity registered with your Secretary of State, we'll make sure you are in compliance with any Beneficial Owner Information reporting to FinCen.gov
Response to One IRS Notice
The IRS sends out millions of notices each year. If you receive one, don't worry. We will read and craft a written response to the first notice you receive during 2024.
Limited Audit/Exam Work Included
2 Hours of future Audit/Exam work included for this return if needed. 1 Hour of Audit/Exam work included for other tax returns if needed until 12/01/2024.
Standard Work Guarantee
If we make an error on your return, we will take corrective action free of charge and will pay any related interest and penalties up to the point of discovery and correction.