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TAX SERVICES

Maximize your financial well-being and minimize stress by enlisting the expertise of a professional to handle your tax planning and completion. Our seasoned professionals are well-versed in the ever-evolving tax landscape, ensuring that you take advantage of every deduction and credit available while staying compliant with tax laws. With our guidance, you can rest easy, knowing that your financial future is in capable hands. Experience the peace of mind that comes with professional tax assistance – it's an investment in your financial success."

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TYPES OF TAX SERVICES

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Expert Guidance

Looking to minimize your tax burden or maximize your refund? We provide expert guidance and tax planning on how to do just that. Get in touch for more information.

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Looking to the future

Leave the preparation of your business taxes to us. We will search for every possible deduction for your business. We will work with you to create a solid foundation. Contact us for more information on how we can decrease your tax liability or maximize your refund.

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Keeping your business on track

What is it worth to have a tax advisor at your fingertips? What are tax savings worth to you?

Be Proactive, not reactive. By the time most clients realize they need a tax advisor, it's often too late, and they're playing catch-up. Don't wait until you're facing damage control. Our advisory services offer ongoing support, expert tax strategies, and real-time guidance to help you make informed decisions and maximize your tax savings. Be proactive with your taxes and take control of your financial future.

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Ensuring your business is in compliance

Delegate the intricate work to our team. Let us tackle those intricate corporate tax returns while you concentrate on the everyday management of your business. We'll guarantee your ongoing compliance. Reach out to us today for further details.

PRICING

TAX SERVICES PRICING - Made Simple!

Individual/Married Filing Separately

Starting at: $200 (covers 2 W-2)

Married Filing Jointly (No Dependents)

Starting at: $250 (covers 2 W-2s)

Head of Household

Starting at: $250 (covers 2 W-2s)

Married Filing Jointly (With Dependents)

Starting at: $300 (covers 4 W-2s)

A

All State Returns- $60

 

Extra Forms & Schedules

Child & Dependent Care Credit (Form 2441): $50

Additional W-2s: $10 each

1099 Forms: $6 each

Schedule A (Itemized Deductions): $130

Schedule B (Interest and Dividends): $120​

Schedule C (Sole Proprietor/Single Member LLC): Starts at $175

Expenses must be already calculated, 1 vehicle, home office deduction included

Need Help Adding Totals? Additional Assets? Cost of Goods Sold? Let’s chat for pricing.

Schedule D (Capital Gains & Losses): Starting at $120

0-25 Entries: $120

Every 25 More Entries: Add $15

Schedule E (Rental Income/Expenses): $150 per schedule

Schedule F (Farming Income/Expenses): $150 per schedule

Amended Returns

New Clients: Base price + 20%

Returning Clients: Reach out for special pricing!

Quick Reminders:

Prices can vary if things get complicated.

Some forms and situations may require extra fees.

Ready to get started? Reach out today—we can’t wait to help!

PARTNERSHIP, PLLC, S-CORP, C-CORP

PLLC (Professional Limited Liability Company) Business Tax Returns:

Federal Tax Return: Starting at $750

State Tax Return: Starting at $250

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Partnership Business Tax Returns:

Federal Tax Return: Starting at $900

State Tax Return: Starting at $300

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S-Corporation Business Tax Returns:

Federal Tax Return: Starting at $1,200

State Tax Return: Starting at $350

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C-Corporation Business Tax Returns:

Federal Tax Return: Starting at $1,500

State Tax Return: Starting at $400

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Please keep in mind that these are starting prices and that the final cost may vary depending on the specific complexities of your business's financial situation and tax requirements. We aim to provide transparent and competitive pricing while ensuring accurate and comprehensive tax return services. Contact us to discuss your business's individual needs and receive a personalized quote.

TAX PLANNING SERVICES

Individual Tax Planning Services:

Base Cost: Starting at $750

Includes: 2 (1-hour) planning sessions and a final written tax plan.

 

Sole Proprietorships or LLCs Taxed as Sole Proprietorships Tax Planning Services

Schedule C:

Base Cost: Starting at $1,200

Includes: 3 (1-hour) planning sessions and a final written tax plan.

 

Corporate Tax Planning Services:

Base Cost: Starting at $3,000

Includes: 4 (1-hour) planning sessions and a final written tax plan.

Our pricing structure provides you with a solid foundation for tax planning, including multiple planning sessions and a comprehensive written tax plan. We tailor our services to your specific needs, ensuring that you receive a personalized tax strategy that maximizes your financial well-being. Please reach out to discuss your unique situation and receive a customized quote.

TAX ADVISORY SERVICES

Your Tax Buddy

(1040 only)

Your personalized tax planning and advisory service is designed to support you throughout the year. With a six-month contract starting at $800 or a 12-month contract at $1400 (payment can be broken into monthly installments), you’ll receive one call per month and unlimited text/email consultation. 

Your Tax Partner

(Schedule C Clients)

For sole proprietors, Schedule C filers, and single-member LLCs, we offer Your Tax Partner, an annual tax advisory plan starting at $2,500. This service includes two calls per month and unlimited text/email consultation, providing real-time tax strategies and guidance for time-sensitive situations.

What’s the value of having a tax advisory professional at your fingertips? Access to a tax expert who can provide you with tax-saving tips in real time can be worth thousands in potential savings and peace of mind. Stay proactive, make smarter decisions, and maximize your tax benefits with ongoing support tailored to your unique needs. 

Both plans provide you with a 50% discount on tax preparation services for the following year. Plus, enjoy a 10% discount when you pay upfront. 

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