Choose the plan that fits your needs
Pricing Plans
TAX & CFO ADVISORY PACKAGES
Services
Quarterly Advisory Call
Tax Return
Tax Strategy Plan
Communications
Payroll & P/R Tax Filings
Bookkeeping (QBO)
Financial Strategy/Review
Cash Flow Tracking/Forcast
Business Performance Insights
Strategic Planning/Decision Support
** All Service Subscriptions are paid at the first of each month via credit card
** Possible additional charges for higher employee count, complex benefit tracking, higher number of bank/credit card accounts, etc.
TAX PREP AND TAX PLANNING
Tax Preparation - Prepare prior year individual tax returns, priced at a "per-return" basis. Every personal return is unique and fees are based on complexity/which forms are filed.
Tax Preparation
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Review of prior-year information to identify applicable carry-forward or carryover items.
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Consultation and tax guidance related to prior year return, including suggestions for potential current-year
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Take advantage of applicable deductions, write-offs, or tax advantages.
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Education regarding relevant tax law changes and regulations affecting the current tax year.
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Preparation of the current Federal and State tax returns using information provided by you.
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Refund direct deposit and auto withdrawn tax payments
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Electronic filing (e-file) of the completed return(s) and tracking of acceptance.
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Delivery of a final client copy of the filed return(s) for your records.
Services Includes:
Tax Planning - Forward looking and proactive plan to maximize the reduction of your current year personal tax liability. Tax Savings Plan (TSP) 'a la carte' pricing is $650, discount pricing for adding on to 'Tax Preparation" is $300 (must be pd & scheduled at the time of preparing prior year's return).
Tax Planning
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Review of current pay stubs with guidance on withholding adjustments (while there is still time to impact outcomes)
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Assistance in determining whether quarterly estimated tax payments are required (helps avoid unneccesary penalties).
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Strategic guidance on tax-saving opportunities that can be implemented during current year.
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One (1) 30-minute planning call to review the Tax Savings Plan, tax goals, and recommended strategies
Services Includes:
(**not all personal tax returns will qualify for the Tax Savings Plan. If return does not apply there will be no payment collected)
(** If the TSP does not save the tax payer at least the amount of the fee, in taxes, the fee will be refunded)