o Tax Assessment

We gather your previous year's tax documents and review them for accuracy, then we provide you with an explanation of our findings.

o Tax strategy session

During our tax strategy session, we give you tips on how to lower your taxes and increase your tax savings.

o Year-round virtual Tax Pro

Send us an email or text with your tax questions or request to schedule a phone/video call. We do not simply disappear after tax season like some firms, we are here to help you year-round.

o Document Portal

You will have access to your tax documents through our online document portal in case you need them throughout the year.

o 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.

o Exclusive Client Newsletter

Receive Tax updates, News, and helpful tax worksheets and guides through our exclusive client newsletter.

o Entity Tax Preparation

Preparation and e-filing of Federal forms, State forms, and Distribution of K1's.

o Personal Tax Return Preparation

Preparation and e-filing of the personal tax returns for the shareholders/members of the business for the current year. (2 max)

o Tax Extensions

Preparation and filing of tax extensions for personal and business taxes if needed.

o Quarterly Estimated Tax Payments

We will calculate your estimated quarterly taxes for the IRS and State every quarter. If needed, we can also schedule your payments. *Only available if you select the automatic estimated tax payment withdrawal option during your tax preparation with us.

o 1099 Form filing

Form 1099-NEC online delivery for up to 5 recipients.

o Business Entity Establishment

We will help you set up the entities at no additional charge during the year of the engagement.

o Business Entity Compliance Filings

We will maintain corporate minutes and state filings for you at no additional charge during the year of the engagement.

o Payroll Services

Setup and run payroll for up to 5 employees, distribute W-2’s digitally.

o Bookkeeping

Monthly Bookkeeping Services. Includes meeting virtually twice a year to go over your income and expenses. Factored in price is for up to 3 business bank accounts and up to 100 transactions per month. *Book cleanup is extra.

*Please schedule a 3-hr consultation with us upon your payment.