01

Super simple 1040s only.

02

Base package for a 1040. It includes 1099 returns with no expenses.

03

A return with any 2 of the above schedules. Up to 4 K-1s included.

04

A return with multiple schedules and/or K-1s.

01

Preparation of one 1120-S or 1065 for your business. You will get a complete package with your return and K-1s.

02

This package includes 2 quarterly meetings (June & December), 1 business and tax strategy session, and unlimited email questions.

03

You’ll get 4 quarterly meetings with estimates, an annual tax plan, unlimited phone calls, emails, and strategy meetings. Transcript monitoring and notice response included.

01

This allows you to learn in advance of any activities the IRS or anyone else takes on our tax account. It can prevent problems and catch identity theft.

02

I will review and respond (or give you guidance on responding) to any notices the IRS sends regarding your return. This not the same thing as representing you in an audit.

03

See the page on these services for more information.

04

Do you want me to do more than one return, such as both your business and personal returns, or combine tax prep with tax planning? I will give you a discount for these bundles. Contact me for more information.

01

You can schedule a complimentary appointment with me on my bookings age. This is your chance to ask questions and get to know me.

02

You will sign an engagement letter that spells out the work I will do and what it will cost.

03

You will upload all of your tax documents to my secure portal. I will give you a list of what we need.

04

Now I will get to work and prepare your tax return quickly and accurately and will get it to you for review by the guaranteed date.

05

You’ll have plenty of time to review your return before signing it.

06

In this meeting we’ll go over your return and answer any questions you have. You can also choose to skip this meeting and ask questions by email.

07

Now you’ll pay our fee and sign your returns. Then we’ll file them with the IRS and state authorities.

08

You’ll get a copy of the final, accepted returns that you can store electronically or print out.