Tax Planning Services
We provide flexible plans. Schedule a consultation to see which Plan is right for you.
Just the basics for new business to be compliant and meet the tax requirements.
- Two 60 min individual tax planning meetings per year
- Business & Individual Tax Preparation***
- Federal & State Tax Returns***
- 24/7 Cloud to Gather, Organize, and Sign Tax Docs
- Unlimited Email inquiries
- QuickBooks Online Subscription
- QuickBooks online onboarding and training
- Entity Review
- Free 2nd look at past 3 years tax returns
- One-time Onboarding Fee (Custom Quoted)
- Annual Tax Estimates
Includes all the expert resources to help you minimize taxes and reach your business goals
- Quarterly (4) 60 minute Business Review
- Tax Strategies for your business
- Business & Individual Tax Preparation***
- Federal & State Tax Returns***
- 24/7 Cloud to Gather, Organize, and Sign Tax Docs
- Unlimited Email inquiries
- QuickBooks Online Subscription
- QuickBooks online onboarding and training
- Entity Review
- Free 2nd look at past 3 years tax returns
- One-time Onboarding Fee (Custom Quoted)
- Quarterly Tax Estimates
- IRS Notice Response**
Includes all the expert resources to help you minimize taxes and reach your business goals
- Monthly (12) 60 minute Business Review
- Advanced Tax Strategies for your business
- Business & Individual Tax Preparation***
- Federal & State Tax Returns***
- 24/7 Cloud to Gather, Organize, and Sign Tax Docs
- Unlimited Email inquiries
- QuickBooks Online Subscription
- QuickBooks online onboarding and training
- Entity Review
- Free 2nd look at past 3 years tax returns
- One-time Onboarding Fee (Custom Quoted)
- Tax Estimates at any time
- IRS Notice Response**
- IRS Audit Representation*
* If your plan includes representation before the Internal Revenue Service (resulting from the examination of returns we’ve files on your behalf), A tax return is considered included in this plan if a) the client has paid a one-year term of their monthly maintenance fees, based on their sign up anniversary (for example: Aug to July paid for the return year referenced in the engagement letter) and b) they remain a current client.
** IRS Notices are covered under a period of 3 years per the IRS’s statute of limitations.
*** Prep of annual returns will be completed at any agreed time during the yearly engagement as long as the client is current on a monthly plan.