Business Consultation

Free | 30 minutes

During our consultation we will provide answer to any of your questions on your business strategies, business goals, business financials and budgeting, and tax compliance. It can cover hot topics include:

o    Business Formation/Incorporation

o    Accounting Software Selection & Implementation 

o    Book Setup

o    Financial Forecasts & Projections

o    Financial Statements

General Tax Consultation

$150 | 30 minutes

During our consultation we will provide answer to any of your questions on your business development, family estate planning, and tax compliance. It can cover hot topics include:

o    Cryptos and NFTs Investment and Taxation

o    Estate Planning, Living Trust and Gift Taxes

o    Set Up Your Own Company

o    S Corporation Taxation

o    Business Tax Compliance

o    Tax Avoidance Strategies

o US and International Taxation

Simple Tax Return Preparation Consultation

$50 | 45 minutes

For clients with simple personal tax situations, who are W2 employed and have no other sources of income. This service includes Federal 1040, corresponding personal forms and schedules, and state forms. You will have access to your tax documents through our online document portal in case you need them throughout the year. Review your tax return and sign it directly from your smart phone, tablet, or computer without having to interrupt your busy schedule or leave the comfort of your home.

Personal Tax Preparation Consultation

$105 | 60 minutes

For clients with more complex personal tax situations, who are not self-employed but may have additional sources of income like stocks, dividends, or crypto. This service includes preparation and E-filing Federal 1040, corresponding personal forms and schedules, state forms, and Itemizing (Schedule A) if needed. Either schedule listed or a combination of the following schedules listed; Schedule B Interest and Ordinary Dividends, Schedule D Capital Gains and Losses, Schedule K-1, etc. Document Portal You will have access to your tax documents through our online document portal in case you need them throughout the year. E-signature for tax documents, review your tax return and sign it directly from your smart phone, tablet, or computer without having to interrupt your busy schedule or leave the comfort of your home.

Self-Employed Tax Preparation Consultation

$415 | 120 minutes

For clients who need their personal taxes prepared and are Sole Proprietors or/and have a mixture of Self-Employed income and other types of income. This service includes preparation and E-filing Federal 1040, corresponding personal forms and schedules, state forms, itemizing (Schedule A) if needed. Either schedule listed or a combination of the following schedules listed; Schedule B Interest and Ordinary Dividends, Schedule C-Profit or Loss from Business, Schedule E-Income or loss from Rental Real Estate, Schedule F-Profit or Loss from Farming, Schedule D Capital Gains and Losses, Schedule K-1, etc. Document Portal You will have access to your tax documents through our online document portal in case you need them throughout the year. E-signature for tax documents Review your tax return and sign it directly from your smart phone, tablet, or computer without having to interrupt your busy schedule or leave the comfort of your home. 

Partnership & Corporation Tax Return Consultation

$1,200 | 180 minutes

For clients who need their business taxes prepared. This service includes preparation and E-filing Federal 1065 or 1120(S), corresponding personal forms and schedules, state forms if needed. Document Portal you will have access to your tax documents through our online document portal in case you need them throughout the year. E-signature for tax documents Review your tax return and sign it directly from your smart phone, tablet, or computer without having to interrupt your busy schedule or leave the comfort of your home. 

*Bookkeeping must be in order before booking this appointment. This service includes preparation and e-filing of Federal Tax forms, State Tax forms, and Distribution of K1's via email to members/partners if applicable.

Beginners Guide

FREE

This beginner’s guide will provide you with expert tips for getting started, a checklist for your first year of business, and helpful follow-up links.