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BUSINESS & PERSONAL INCOME TAX SERVICES

Tax preparation that thinks
beyond April 15

Filing your federal tax return shouldn’t be a once-a-year scramble through forms and receipts. Our business and personal income tax services go beyond basic preparation to provide year-round tax planning that maximizes your refunds, minimizes your burden, and keeps you confident about your tax situation—no matter how complex your financial life becomes.

BEYOND TAX SOFTWARE & NATIONAL TAX CHAINS

Why a personal tax CPA makes all the difference

Tax season shouldn’t keep you up at night wondering if you missed something important. Whether you’re worried about overlooking deductions, confused by new tax laws, or simply want professional peace of mind, our personal tax services give you confidence in your tax situation. We take the time to understand your unique circumstances, catch opportunities you might miss, and provide the ongoing support that helps you sleep better during tax season and beyond.

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Individual tax preparation services
that deliver results

Whether you’re a small business owner juggling business taxes and personal returns, or an individual with a complex tax situation, our personal income tax services are designed to maximize your outcomes:

Comprehensive return preparation for all federal and state tax filings
Strategic tax planning to minimize next year’s tax burden
Deduction maximization that often exceeds the cost of professional preparation
Year-round support for tax questions and life changes that affect your taxes
IRS representation if questions arise about your tax returns
Secure filing with professional-grade software and document protection

Select the tax planning bundle that’s right for you

Comprehensive tax preparation and planning services designed for small business success.

*Please note: Business returns start at $1,800.*
	Compliance	Planning	Advisory
	Starting at $800* per year	Starting at $2,400** per year	Starting at $4,800 per year
	Pending waitlist	Get started	Get started
Tax preparation of all federal forms and one state including e-filing
Convenient, modern portal and app for document upload and e-signature
Document storage and access to previous 3 years of returns and tax documents
Email and phone support	response time of 3 business days or less	response time of 2 business days or less	response time of 1 business day or less
Email and phone consultation	up to 30 minutes per year	one 60 minute Zoom or in-person meeting to review tax plan	additional 60 minute Zoom meeting to be coordinated with financial planner
Preparation of safe-harbor estimated payment vouchers
Quarterly estimated payment reminders (if needed)
Audit protection	Add on	Add on
Custom tax plan and calculation		annually, between June and October	semi-annually, between May and December
Recalculation of quarterly estimated payments		one-time (3rd or 4th quarter) based on tax plan	two times (3rd and 4th quarter)
Video recap of tax return and tax return results
Billing frequency	Annually	Annually	Quarterly

*Most clients pay between $950 and $1,200

**Most clients pay between $2,400 and $3,000

Ready for tax preparation that works harder for you?

Get in touch

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