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 tax preparation plus some ongoing support during the year.
Personal - Starts at $1500
Entities - Starts at $3000
Base fees are listed and Price increases based upon the forms/worksheets/complexity of the returns.
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Tax Preparation - Federal and State
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One-on-One Session to Review the 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
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Quarterly Check-Up Sessions
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Unlimited Tax Questions Throughout the Year
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Free Returns for Dependents or Discounts for Shareholders/Partners/Related Entities
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Amendments Included During Calendar Year
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Will Review and Respond to First 3 IRS Notices Received
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Third Party Verification Letters
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Annual Reasonable Comp Study (for corp. shareholders)
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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.
One-on-One 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!
Estimated Payment Reminders
You won't have to worry about forgetting to make your estimated payments! We will send you email reminders in April, June, September, and January.
Quarterly Check-Up Sessions
You can schedule a session to meet in June, September, and December to discuss any changes in your tax situation and answers to your questions. Unscheduled sessions are lost.
Unlimited Tax Questions Included Until 12/01/23
We are happy to answer pressing 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.
Free and Discounted Returns
Individuals - Free tax returns for all dependents regardless of complexity. Entities - $100 discount for owner's returns and $200 discount for related entity 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 December 31st.
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 the calendar year.
Limited Audit/Exam Work Included
8 Hours of future Audit/Exam work included for this return if needed. 4 Hours of Audit/Exam work included for other tax returns if needed until 12/01/2023.
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.
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.