Services & Pricing

Book a Consultation

  • Who Fits:

    Individuals and families with straightforward financial situations and needs.

    Clients fitting into this category generally have one state filing, no more than 2 additional schedules (schedule E, or C), and no more than 3 forms K1.

    What is included?

    • Filing of form 1040

    • Filing of state tax return

    • Annual tax planning:

    • Prior 2 years tax review

    • Year round access to tax pro

    • Communications with IRS if and when applicable

    General Meeting Frequency:

    2x per year

  • Who Fits:

    Individuals and families with more complicated tax situations that require more in depth plannings and expertise.

    Clients fitting in this category generally have much more complicated planning needs that require multiple planning meetings throughout the year to make sure that the plan is working and is on track.

    Examples include: Equity compensation planning, rental property optimization, multi state filing requirements, multiple K1s, sole proprietor/ schedule C filing requirements.

    What is included?

    • Filing of forms 1040 and all applicable schedules

    • Filing of state tax return(s)

    • Annual tax planning

    • Prior 2 years tax review

    • Year round access to tax pro

    • Communications with IRS if and when applicable

    General Meeting Frequency:

    4x per year

  • Who Fits:

    Business owners needing tax help.

    Most clients in this category fall into one of two descriptions. They’re a new business, that needs tax help but isn’t ready to jump into a full service relationship. Or it’s business owners that have an existing bookkeeper and accounting team and need additional tax help.

    What is included?

    • Filing all applicable forms 1040, 1120S, 1065, or 1120

    • Distribution of forms K1

    • Filing of state tax return(s)

    • Annual tax planning for your personal and business return

    • Prior 2 years tax review

    • Year round access to tax pro

    • Communications with IRS if and when applicable

    General Meeting Frequency:

    4x per year

  • Who Fits:

    Business owners needing tax and accounting help.

    What is included?

    • Filing all applicable forms 1040, 1120S, 1065, or 1120

    • Distribution of forms K1

    • Filing of state tax return(s)

    • Annual tax planning for your personal and business return

    • Prior 2 years tax review

    • Year round access to tax pro

    • Communications with IRS if and when applicable

    • Bookkeeping and accounting services

    • Sales tax consultations

    General Meeting Frequency:

    5-10x per year

All packages are offered at a flat annual rate, with flexible monthly or quarterly billing options.