Our Services
Our Services
01.
Individual Tax Preparation
This service is for personal tax preparation. The form 1040 and the forms under it are used by individual taxpayers to file annual income tax returns.
Pricing starts at $150.00 for basic tax prep
Prices subject to change depending on complexity of tax return.
02.
Self-Employment/ Small business Tax Preparation
This service is for Sole Proprietorships and Single-member LLC’s that file a schedule C for their business.
Pricing starts at $350.00 for basic small business basic tax preparation.
Price subject to change depending on complexity of tax return.
03.
Tax Consultation
(1hr) – Consultation will discuss any tax matter as requested by client.
Pricing $25.00 an hr
04.
Tax Planning –Tax planning
is the assessment of a clients personal or business financial situation to develop a plan that will map out tax strategies that will collaborate to allow you to pay the lowest taxes possible. The goal is to reduce tax liability while saving money for other investments or financial needs.
Pricing starts at $75.00
05.
Tax Amendment
A tax amendment is a process where we amend (correct) errors or discrepancies on a previous filed return so that a better tax outcome is attained.
Pricing starts at $150.00
06.
Tax Extensions
We file tax extensions on behalf of our clients so that they may have more time to file their taxes, understanding that it does not extend time to pay tax bill due.
Pricing starts at $75.00
07.
Business Brainstorm
1 hr session that goes over the clients business goals and creates a plan as to how to execute goals set forth.
Pricing $35.00 per hr
08.
Business Starter Package
This service includes LLC creation, EIN registration and a business Brainstorm.
Pricing $300.00
09.
Business Coaching
1 hr session where business questions are answered, business advice is given and strategies are recommended for business success.
Pricing $35.00 per hr
REFUND POLICY:
Tax Return Started: If you or your tax preparer request a cancellation after the tax preparer has accepted your engagement and communicated with you or commenced their review of your uploaded documents (i.e. job just started but either you or your Tax Preparer are not fully engaged in the discussion of your return), a cancellation fee equal to 25% of your quoted preparation fee will be assessed.
Tax Return in Progress: If you or your Tax Preparer request a cancellation after your Tax Preparer has picked up your engagement, communicated with you, and began reviewing your documents (i.e. you and your Tax Preparer are fully engaged in the discussion of your return), then a cancellation fee of 50% of your quoted preparation fee will be assessed
Job almost complete/Documentation requested not provided in 60 days – If you or your Tax Preparer request a cancellation after your Tax Preparer has drafted/substantially completed your tax return or requested documentation has not been provided within 60 days of the request, then a cancellation fee of 70% of your quoted preparation fee will be assessed.
NO REFUND: If requested documentation has not been supplied and the tax return has not moved forward in 90 days, no refund will be provided.