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TAX SERVICES

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Basic tax return

BASIC TAX RETURN

Any combination of two items below:

  • 1 W-2

  • 1 1099 G

  • Standard Deduction

From:

$155.00 annual

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W-2

STANDARD TAX FILING

Any combination of two items below:

  • 1-3 W-2s 

  • 1-3 1099s

  • Itemized Deduction

From:

$295.00 annual

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Tax filing

SEMI-ADVANCED TAX FILING

Any combination of two items below:

  • More than 3 W-2s

  • More than 3 1099s

  • Sole Proprietorship

  • One Rental Property

  • Dividend/Capital Gains

From:

$395.00 annual

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Complex Tax

COMPLEX TAX FILING

These tax filings will consist of the following:

  • 3 or 3+ Rental Properties

  • Sole Proprietorship

  • Multi-State Filings

  • Foreign Income

  • 3 or 3+ K-1s

  • Bank Account in a Foreign Country

From:

Based on Consultation

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Rental Income Taxes

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

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Amended-Tax-Return-

AMENDED TAX RETURNS

This tax service is for correction of income or expense items missing from the initial tax returns. 

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Taxpayers may also want to amend a tax return to claim tax refunds or credits.

From:

$325.00 annual

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Estates and Trusts

ESTATES AND TRUSTS

This tax service is for executors and trustees who are responsible for managing estates and trusts. 

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We will help to determine taxable income, tax deductions and credits applicable to both trusts and estates. 

From:

$700.00 annual

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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

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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

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IRS tax notices

TAX NOTICES

This tax service includes reviewing and responding to Federal and State Tax Notices. Some IRS notices are software generated or erroneous. 

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Let us help you either reduce or eliminate taxes owed. 

From:

$395.00 annual

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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:

  • Provide an estimate of what your year-end tax liability would be without tax planning

  • Advise on the tax-effect of your planned investments

  • Provide an outlook of your tax cost savings if those investments are made

From:

Based on Consultation

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