Individual Tax Preparation
WARNING: IRS Audits Rapidly Increasing…
How Confident Are You That Your Return is Accurate?
Could You Be Missing Out on Valuable Deductions?
Last year, over 10 million taxpayers missed out on larger refunds simply because they skipped a single line on their return. Could you be making the same mistake this year in your tax preparation?
Today’s tax laws are more complicated than ever, and the rules for deductions and credits change from year to year. Are you confident you’re not missing something critical in your tax preparation?
What about stock compensation—do you have RSUs, ESPPs, ISOs, or other stock options? Tax planning around purchasing and selling these is absolutely key, and most people get it wrong without professional guidance.
You might feel safe using DIY tax preparation software, but let’s be real… software can’t replace the experience of a seasoned tax preparation professional—especially one who understands the ins and outs of S-Corp ownership and how it affects your personal filing.
There’s no substitute for having someone who not only answers your questions but knows the right questions to ask—questions that could be the key to saving you real money on your individual return.
With our tax return services you get:
Assurance that your return has been checked and double-checked for mathematical accuracy and errors that are commonly flagged by the IRS, resulting in fewer chances for contact by the IRS.
A list of common deductions that may benefit you in the coming year, and tips for limiting your future tax liability.
Electronic filing for a quicker refund.
Tax Preparation Pricing
For one-time tax consulting, rates start at $300/hour, with pricing adjusted based on the complexity and scope of your questions.
Compliance
When you just need a tax return prepared.
Typical Price Range:
Personal Returns: $595-$1500
S-corp/Partnership Returns: $1,200-$2,500
Billed annually at tax time and Includes:
Tax Return Preparation
We will prepare and electronically file your Federal and State return (if necessary)
Tax Return Review
You’ll receive a video walkthrough explaining your tax return prior to filing
Digital Document Storage
Collaboration
Quote requires an initial consultation
Everything in Compliance Package
Assistance with IRS Notices**
For the year under engagement, we will be available to help address how to handle an IRS notice if you receive one
Year-round Access for “Quick Questions”
Concierge
Quote requires an initial consultation
Everything in Collaboration Package
Mid-Year & Fall Tax Projections
Annual Tax Planning Meeting in the Fall
Payroll Assistance
If you are an S-Corp or have employees, we will get you set you up on Gusto for payroll. You will be responsible for running payroll & paying the subscription fee, but we’ll manage the integration and help trouble shoot when needed.
Let Us Help:
Ready to schedule an appointment?
Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!