Tax Services for Businesses and High-Net-Worth Individuals
Our team of tax professionals will streamline your filing process and maximize your deductions.
Our Simple tax package is the right fit for:
Individuals filing a Form 1040 and small business owners filing a Schedule C who earn up to $30,000/month.
Our Strategy tax package is the right fit for:
Individuals and small business owners with more complex tax needs who earn over $30,000/month.
Our Simple tax package is the right fit for:
Individuals filing a Form 1040 and small business owners filing a Schedule C who earn up to $30,000/month.
Our Strategy tax package is the right fit for:
Individuals and small business owners with more complex tax needs who earn over $30,000/month.
Our Simple tax package is the right fit for:
Individuals filing a Form 1040 and small business owners filing a Schedule C who earn up to $30,000/month.
Our Strategy tax package is the right fit for:
Individuals and small business owners with more complex tax needs who earn over $30,000/month.
Simple
Individual tax return, preparation, and e-file
-
Automated tax due date reminders
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Email / Chat
Support
-Secure / private document management
-Tax Document Questionnaire and Organization
-Recorded Video Walkthrough of Tax Returns
Starting at:
Personal Returns: $500
Business Returns: $850
Standard
Includes everything in
Simple plus:
Annual Tax Planning Consultation
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Reach out at any time
(72-hour response time)
-1099s for business
-Financial advisor meeting
-Amended tax return preparation for corrected forms only (K-1s, 1099s, W-2s, etc.)
Starting at:
Personal Returns: $950
Business Returns: $1,250
Advisory
Includes everything in Standard plus:
Quarterly Tax Planning Consultation
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Tax planning Dashboard Updated Monthly
-Reasonable Compensation Study
-Amended tax return preparation for any reason
-Other tax/financial advice
Starting at:
Personal Returns: $1,350
Business Returns: $1,650
*All tax returns are billed based on the quantity of forms.
Personal Returns starting price includes Form 1040, Schedule A, and Schedule 1.
Business Returns starting price includes Forms 1065 and/or 1120(s), as well as K-1s.
