
Let's see if we're a good fit.
As Your Business Experts We
PREPARE ACCURATE RETURNS
KEEP YOU INFORMED
TAKE THE GUESSWORK OUT
SUPPORT YOU BEYOND TAXES
SIMPLE START BUSINESS PACKAGE
My business is very small and I like to keep things as simple as possible.
Starts at $125/mo
12 month commitment
Price will vary based upon complexity and scope of work.
Bookkeeping and payroll services can be added on later if needed.
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Personal and Business Tax Preparation - Federal and State - with One-on-One Review Session
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Prior Year and Next Year Comparison Summary Reports to See Differences
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State Sales & Excise Tax Returns
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Pre-Season Newsletter to Inform You of Important Annual Changes
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Deadline Reminders
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Special Alerts
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Client Resource Vault
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24/7 Access to a Secure Portal
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Getting Started Session
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Mid-Year Check-Up and Strategy Session
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3 Email Consultations for Tax Questions
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Registered Agent/Business Licensing Services
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Basic Returns for All Dependents
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One Amendment Included During Calendar Year
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Will Review and Respond to First IRS Notice Received
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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
Your tax returns will be prepared accurately and we review them with you and answer any questions you have. We want you 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)
State Sales & Excise Returns
In most states, businesses pay excise or sales taxes either Annually, Quarterly, or Monthly depending on industry and income. We will prepare the returns for your business.
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.
Deadline Reminders
Stop worrying about forgetting deadlines. You will get automatic reminders from us for important tax due dates and estimated payment deadlines.
Special Alerts
We'll send you special announcements when we find out about sales tax rate changes or income tax changes for businesses to keep you in the know.
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!
Getting Started Session
We will schedule a session to discuss your business and to educate you on some best practices for business owners. This session will help you get started on the right track.
Mid-Year Check-Up and Strategy Session
You can schedule a session to meet between June and September to discuss any changes in your tax situation and look at basic tax strategies that may help you before year-end.
3 Email Consultations Included
Use your email consultations for 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.
Registered Agent/Licensing Services
We can monitor and renew your state business license and your Annual Report (LLC's and Corporations) so you don't have to worry about it.
Basic Returns Filed for All Dependents
We'll file basic returns for all of your dependents. Our basic dependent returns are for W-2 wages, interest income, social security income, and pension income only.
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 31st.
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 the calendar year.
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.