TAX SERVICES


BASIC TAX RETURN
Any combination of two items below:
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1 W-2
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1 1099 G
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Standard Deduction
From:
$155.00 annual

STANDARD TAX FILING
Any combination of two items below:
-
1-3 W-2s
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1-3 1099s
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Itemized Deduction
From:
$295.00 annual

SEMI-ADVANCED TAX FILING
Any combination of two items below:
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More than 3 W-2s
-
More than 3 1099s
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Sole Proprietorship
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One Rental Property
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Dividend/Capital Gains
From:
$395.00 annual

COMPLEX TAX FILING
These tax filings will consist of the following:
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3 or 3+ Rental Properties
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Sole Proprietorship
-
Multi-State Filings
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Foreign Income
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3 or 3+ K-1s
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Bank Account in a Foreign Country
From:
Based on Consultation

ADVANCED TAX FILING
Any combination of three items below:
-
More than 3 W-2s
-
More than 3 1099s
-
Sole Proprietorship
-
2 or 3 Rental Properties
-
Dividend/Capital Gains
-
Bank Account in a Foreign Country
From:
$700.00 annual

AMENDED TAX RETURNS
This tax service is for correction of income or expense items missing from the initial tax returns.
Taxpayers may also want to amend a tax return to claim tax refunds or credits.
From:
$325.00 annual

ESTATES AND TRUSTS
This tax service is for executors and trustees who are responsible for managing estates and trusts.
We will help to determine taxable income, tax deductions and credits applicable to both trusts and estates.
From:
$700.00 annual

SOLE PROPRIETOR - SCHEDULE C
This tax service consists of filing form Schedule C for Sole Proprietors. This service takes care of sole proprietors with marketplace insurance and self-employee taxes.
From:
$260.00 annual

S-CORPS AND PARTNERSHIPS
This tax service consists of filing forms 1065 and form 1120s for partnerships and S-corps. Net Income from these entities flow to the individual owner's tax returns.
From:
$750.00 annual

TAX NOTICES
This tax service includes reviewing and responding to Federal and State Tax Notices. Some IRS notices are software generated or erroneous.
Let us help you either reduce or eliminate taxes owed.
From:
$395.00 annual

TAX PLANNING
This service includes reviewing your YTD financial data, your upcoming material financial transactions and formulating tax planning strategies that will minimize your year end tax liability.
We will:
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Provide an estimate of what your year-end tax liability would be without tax planning
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Advise on the tax-effect of your planned investments
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Provide an outlook of your tax cost savings if those investments are made
From:
Based on Consultation