Planning & Compliance Package

What You Get:

  • 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
  • Annual Bookkeeping Review
    • Review and adjust your accounting records as necessary to prepare accurate tax returns

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