Service list
Individual Tax Services
Essential Package
$275-$450
- Preparation and filing of Form 1040
- Standard deduction or itemized deductions (Schedule A)
- Basic tax advice and planning session
- Secure document sharing via client portal
- One follow-up consultation post-filing
Ideal For:
- Individuals with straightforward tax situations (e.g., single income source, standard deductions).
Premier Package
$500-$750
- All features of the Essential Package
- Preparation and filing with Schedule C (self-employment/business income)
- Comprehensive tax planning and advisory services
- Priority support and faster turnaround times
- Access to exclusive financial webinars and resources
- Annual tax health check-up
Ideal For:
- Freelancers, sole proprietors, and small business owners with more complex tax needs.
Elite Package
$800-$1250
- All features of the Premier Package
- Preparation and filing with Schedule E (rental income, royalties, etc.)
- Detailed financial planning
- 2 Consultation and ongoing support throughout the year
- Representation during audits or disputes with tax authorities
- Personalized financial reports and dashboards
- Invitations to exclusive client events and workshop
Ideal For:
- Real estate investors, clients with multiple income streams requiring comprehensive tax and financial strategies.
Business Tax Services
Essential Business Package
$750- $950
- Preparation and filing of Form 1120 (C Corporation) or Form 1120S (S Corporation)
- Basic financial statement review
- Standard tax planning
- Secure document sharing via client portal
- One annual business consultation
Ideal For:
- Small corporations with straightforward financials and tax situations.
Premier Business Package
$1000-$1550
- All features of the Essential Business Package
- Detailed financial analysis and strategy
- Comprehensive tax planning and advisory services
- Payroll services setup and management (additional fees may apply based on employee count)
- Representation during IRS audits
- Access to business growth and optimization resources
- Quarterly financial reviews and updatesAdd a description about this item
Ideal For:
- Medium-sized corporations with more complex financial structures and growth plans.
Elite Business Package
$3000-$5000
- All features of the Premier Business Package
- Customized financial planning and investment strategies
- Virtual CFO services for ongoing financial management
- Multi-state tax filing and compliance (if applicable)
- Comprehensive audit support and risk management
- Regular in-depth financial reporting and forecasting
- Dedicated account manager for personalized service
Ideal For:
- Large corporations or businesses with multiple subsidiaries, complex financial operations, and extensive compliance requirements.
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Nonprofit Tax Service
Essential Nonprofit Package
$300-$1000
- Preparation and filing of Form 990
- Basic compliance review
- Standard tax planning for nonprofits
- Secure document sharing via client portal
- One annual consultation
Ideal For:
- Small to medium-sized nonprofits with straightforward structures and funding sources.
Premier Nonprofit Package
$1750-$3000
- All features of the Essential Nonprofit Package
- Detailed organizational financial analysis
- Comprehensive compliance and regulatory guidance
- Representation during audits or IRS inquiries
- Access to specialized nonprofit financial resources and training
- Semi-annual financial reviews and strategic planning sessions
Ideal For:
- Larger nonprofits or those with multiple programs and diverse funding streams requiring extensive compliance and strategic planning.