- Business Tax Returns
- One Partnership, S Corporation, C Corporation, or Schedule C
- Includes federal, and, if required, state and local income tax returns
- Personal Tax Returns
- Form 1040 and required forms
- Includes federal, state, and local income tax returns
- Tax Planning
- Tax liability projection before end of year
- Review and implement tax-saving strategies
- Audit Defense
- Response to letters and notices from tax authorities for tax year prepared
- Representation in the event of a tax authority audit for tax year prepared
- Quarterly Bookkeeping Review
- Review and adjust your accounting records to prepare accurate tax returns and business analyses
- Quarterly Business Analysis
- Business performance dashboard and projections delivered through LivePlan
- QuickBooks Online & LivePlan Subscriptions
- Access to cloud accounting and business software included in package
- Autumn Tax Planning Meeting
- Plan for upcoming filing season by projecting tax liability and discussing moves to be made before year end
- Spring Tax Preparation/Post-preparation
- Meet before work begins on your tax return to gather information or meet after-tax preparation is concerned
- Summer and Winter Business Analysis by Phone or Video Conference
- Consultation Throughout the Year as Needed
- Call or email any time with questions related to your tax and accounting engagement
