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
PREMIUM TAX PREP PACKAGE
I want priority preparation with high level service.
Personal - Starts at $2500
Entities - Starts at $5000
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
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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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Quarterly Consultation Sessions
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Unlimited Tax Questions Throughout the Year
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Free Returns for Dependents or Discounts for Shareholders/Partners/Board Members
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Access to monthly group Zoom call for questions or Hot Topics
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Amendments Included During Calendar Year
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FBAR Reporting (International Accounts)
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BOI Reporting (Entity Ownership)
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IRS Transcript Monitoring
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Some Correspondence/Audit/Exam Work Included
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Third Party Verification Letters for Lenders
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Annual Reasonable Comp Study (for corp. shareholders)
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Priority Service
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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. (excludes nonprofit filers)
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.
Quarterly Consult Sessions
You can schedule sessions to meet for planning and strategizing 05/15 - 06/15, 08/15 - 09/15, and 11/15 - 12/15 . Unscheduled sessions are lost.
Unlimited 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.
Monthly Group Zoom Call
We are inviting higher tier clients to a monthly group Zoom call to ask tax questions about their situation, about ideas they're interested in, or to learn tidbits about hot topics and strategies.
Free and Discounted Returns
Individuals - Free tax returns for all dependents regardless of complexity and 50% discount on gift taxes. Entities - $100 discount for shareholders/partners/board personal returns.
Amendments Included As Needed
If you make a mistake or receive a document after you've filed, you won't have to worry. This package includes amendments on current or prior year returns up until 12/01/2024.
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 Three IRS Notices
The IRS sends out millions of notices each year. If you receive one, don't worry. We will read and craft written responses to the first three notices you receive during 2024.
IRS Transcript Monitoring
You can authorize us to access your account transcripts online for 2024 to monitor for any problems or IRS notices.
Limited Audit/Exam Work Included
10 Hours of future Audit/Exam work included for this return if needed. 5 Hours of Audit/Exam work included for other tax returns if needed until 12/01/2024.
Third Party Verification Letters
It is standard practice for lenders to request third party verification letters before approving loans. We will craft these letters verifying information known to us regarding your taxes.
Annual Reasonable Compensation Study
Corporate Shareholders performing services for their company must pay themselves a salary. Audit-proof your taxes and payroll by making sure you are not paying too much or too little.
Priority Service
Priority start to your personal tax return within 3 days of receiving all required documentation if received by 3/20/24 or your entity return if received by 2/20/24. First priority for returning calls.
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.