Services for Your Success
what we do to make your life easier
Life and business success is what we all want. You need help taking care of the financial side of life and business, and we are here to support you.
We work on a relationship model, not a transactional one. We don’t work with more clients than we can personally take care of, and we make sure you thrive with us.
With your taxes done right, you will be available to focus on life and running your business.
All of your tax needs taken care of in one place.
- Prepare and file yearly individual and business taxes
- Tax filing in all states needed
- Tax planning and advising
- Quarterly estimated tax filings
- Representation for you with the IRS if ever needed
- File all paperwork (both local and federal) to set up and register your LLC
- Get your Employee ID Number set up with the IRS
- Train you on how to set up your bookkeeping and tracking
- Help make adjustments and changes to the structure in the future after we set up your LLC
Services Investment
Simple, Transparent Pricing
Note: Extensions are $95. If you need an extension filed in addition to other services, it will be added on.
Basic Tax Return
Federal and State Filing-
With 1 to 4 W-2's
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Unemployment or disability income
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1099 Retirement, Interest, and Dividend Income
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Basic itemized deductions
Self-Employed, LLC, or Rental Properties
(up to 3 rentals)Federal and State Filing
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Everything in Basic Return
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1099 and self-employed income
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1 Schedule C with deductions OR
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1 Schedule E with deductions
S Corp or Partnership Returns
Federal and State Filing-
Everything in Basic Return
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Partnership form 1065
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C-Corp form 1120
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S-Corp form 1120S
Amended Return
Federal and State Filing
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Amend a filed return to correct errors
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Correct and update a return with missed income sources or inaccurate expenses
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Note: If you are a new client and I need to enter your tax information in as filed, and then do the amended return, you will need to pay for both returns
LLC Formation
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For maximum tax benefit and legal protection it is imperative that you form an LLC. An LLC is an entity unto itself meaning it separates you from your business. This keeps your personal and business assets separate.
$695*
*Some states have additional fees
Tax Planning
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Tax planning is the process of finding ways to reduce your tax burden above and beyond commonly used deductions and tax credits. It is specific to your and takes great time and understanding of your overall situation. The goal is to keep more of your hard earned income in your hands, benefiting you and your family.
$500-$2500*
*Depending on scope of work.
Hourly options also available
Hourly options also available