Get all the info you need on our packages, how we work and who we are so you can be confident on your decision.
Let's plan ahead so you can save more!
Every decision counts
Done-for-you services that will help you create a financial roadmap to profitability, and makes tax time a breeze.
Show me the plans
NOT ONLY FILING TAXES, BUT STRATEGIZING
MAKE TAX SEASON WORK FOR YOU
You have worked all year round to make your money. if not planned, you will just react and end up paying the max in Taxes. We like to work with you so at the start of the year, we can put a plan in place to help you minimize their tax liability.
We can prepare and file your corporate and personal returns for both federal and state agencies regardless of your location.
TIMELINE: 3 DAYS
TIMELINE: 3 DAYS
READ MORE ABOUT IT
Shop the Templates
TAX PLANNING WITH CPA
TAX PLANNING WITH CPA
Paragraph
Select the package that suits your needs
✓ Don't have the budget for full time accounting
✓ Want to manage your books yourself
✓ Want to ensure everything is categorized correctly
✓ Need another set of eyes to correct
APPLY FOR SERVICES
TAX PLANNING WITH CPA
PERSONAL RETURN
INVESTMENT
Corp. Return
(1120, 1120s, 1065)
$400 MONTHLY
START-UP PACKAGE
BLUE ESSENTIAL
GOLD RIBBON
$400 MONTHLY
$400 MONTHLY
NOT INCLUDED
2x per year
federal + 1 state
federal + 1 state
quarterly
NOT INCLUDED
Schedule C for one Business, One W2, Federal + State Filing
INCLUDES ONE W2 FOR SPOUSE, FEDERAL + 1 STATE FILING
INCLUDES ONE W2 FOR SPOUSE, FEDERAL + 1 STATE FILING
with clients reaching new heights
BOOK A MEETING
Not sure which service you need?
We understand. It can be overwhelming. If you didn't find what you needed on our service page, we will be glad to jump on a call with you and guide you through the options that fit your needs best.
