Tax preparation and Planning Services

Our tax preparation and planning services include a CPA on retainer for tax support, a one-hour tax planning call, quarterly tax calculations, retirement contribution analysis, email support, and the preparation of your business and personal tax returns.

Our tax preparation and planning service is offered on a 12-month schedule. This allows us to be more involved in your tax planning and savings throughout the year.

 

We are not the CPA firm that only talks to you once a year at tax time. Instead, we are more proactive with you so you’re prepared for tax time and you see some serious tax savings when we prepare your return. Contact us today so we start strategically planning your tax preparation – there’s so much more we can do for you!

  • CPA on retainer for Tax Support
  • Individual Tax Return
  • One Tax Planning Call Per Year
  • Quarterly Tax Calculations
  • Retirement Contribution analysis
  • Email Support
  • Two W-2s
  • One State Return
  • Two Brokerage Statements

 

* For Partnership and S-Corp tax return preparation without our monthly planning and personal tax return preparation. Our fees start of $1000.00

We work closely with you and carry out research to

understand your needs and wishes.