Farmer Planning & Compliance Package

What You Get:

  • Tax Returns
    • Personal form 1040 and required forms
    • Farm tax returns – schedule F or one pass-through entity
    • 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
  • Annual 1099 Filing
    • Prepare and e-file 1099’s and mail out recipient copies
  • Annual Bookkeeping Review
    • Review and adjust your accounting records to prepare accurate tax returns
  • Access to Farm Cost Analysis Software
    • Free access to our custom-built production cost analysis software

How You Get It:

  • 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 Meeting
    • Meet before work begins on your tax return to gather information or meet after tax preparation is complete to review the results
  • Consultation Throughout the Year as Needed
    • Call or email any time with questions related to your tax and accounting engagement