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Tax Return Preparation
Form 1040 • Form 1120S • Form 1065 • Form 1120
Business tax returns include:
Tax return walkthrough & summary
Adjusting journal entries
New clients: Accounting assessment
New clients: Prior year return review
Individual tax returns include:
Tax return walkthrough & summary
Next year safe harbor quarterly estimates
New clients: Accounting assessment
New clients: Prior year return review
Business returns starting at $1,800
Individual returns starting at $900
Tax Advisory & Planning
proactive & ongoing guidance to help you achieve your goals.
A personalized guide with tailored strategies, clear steps, and resources to help you save on taxes and achieve your financial goals.
tax strategy plan
Federal & state income tax projection
Up to 3 scenarios
Tax projection
Keeps you supported as things arise, with quick answers and guidance.
ongoing email support
30-minute advisory call option
60-minute advisory call option
tax strategy call
A year-long advisory/support engagement for the proactive business owner seeking guidance maximizing deductions and strategic planning.
business owner package
2 check-in calls
4 custom calculated quarterly estimates
Self-employed retirement plan analysis
Annual owner compensation analysis
Tax deduction & credit optimization
Perfect for: Self-employed business owners, including S Corporation owners
other services
S Corporation Setup
Form 2553 Filing (S Corporation Election)
Reasonable salary analysis
Payroll setup with Gusto
Accountable plan setup
Custom compliance calendar
We'll begin by evaluating whether an S Corporation is the right fit for your business. If it is, our setup service ensures a smooth transition to S Corp status.
Pricing $1,000
Tax Resolution Support
Review and analysis of tax notices
Guidance to prevent future tax notices, when possible
Tax notice response, when applicable
Requests for penalty abatement
Audit support
Specialized tax resolution services help you address tax notices and audits swiftly and effectively.
Hourly billing
frequently asked questions
what is the prior year return review?
The goal of the prior year return review is for us to get a better understanding of you, your business, and overall tax compliance needs. We are looking high-level to make sure nothing sticks out as missing or incorrect. If we identify that there were any material inaccuracies we can discuss filing an amended return for you.
What is the accounting assesment?
The goal of the accounting assessment is to help you optimize your accounting systems. Is your current accounting system the best fit for your business? Are there opportunities to improve your chart of accounts or items that could be better categorized?
Do you offer bookkeeping or accounting services?
We do not offer accounting or bookkeeping services, but we have some great referrals if you are looking for some help in that department!
So what does tax preparation look like for a new client?
What does tax support plus look like for a new client?
Step 1
upon signing proposal
We request your current year financials and prior year return(s)
Step 2
Within two weeks
We complete the accounting assessment and prior year return review, and provide you feedback.
Step 3
January - February
Use our user-friendly client client portal to complete your tax organizer and upload tax return documents.
Step 4
march - april
You receive your tax return for e-signature, next year quarter safe harbor estimates, and a tax return walkthrough video.
Step 5
upon return delivery
Electronically sign your return, complete our client feedback survey, and get ready to do it all again next year! 🙂
What does tax support plus look like for a new client?
Step 1
upon signing proposal
We request your prior year returns, a intake questionnaire, and a pre-planning call request list which includes your current year financials
Step 2
October - December
Complete the requests and schedule our year-end planning call.
Step 3
October - December
Hold year-end call. Agenda:
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Discuss prior year return
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Current year tax-saving opportunities + tax deductions
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Action items for tax season
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Next year tax-strategy
Step 4
upon return completion We hold a tax return debrief call to go through your tax return live, and review carryovers/next year implications.
Step 5
Throughout the year
Email Check-ins throughout the year. And if you have a question, let us know.