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Business Tax Packages

Tax preparation is an exercise in looking back and figuring out what took place in the previous year.  When we are at that stage there is not much we can do to change the outcome. All of our tax packages listed below provide meetings throughout the year to check in and see how your financial year is coming along.  We will ask for some documents and run some projections to make sure you have an idea of what you tax situation may look like come tax season.  

Sole Prop Tax Packages: Starting at $500

  • Tax Preparation for Federal and 1 state
  • Website Portal to Upload and Store Documents
  • E-File Return and Email Updates Along the Way
  • Mid-Year Tax Review
  • Quarterly Estimated Tax Calculations
  • Email Updated throughout the year
  • Bookkeping availalble (additional cost)
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Business Tax Package: Starting at $1500

  • S/C Corp or Partnership Tax Preparation
  • Website Portal to Upload and Store Documents
  • E-File Return and Email Updates Along the Way
  • Mid-Year Tax Review
  • Annual Tax Planning Meeting
  • Quarterly Estimated Tax Calculations
  • Tax Question, Tax Advice, and Year Round Support
  • Bookkeeping available (additional cost)


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Business Tax and Financial planning package: Starting at $2000

  • Everything in Business Tax Package plus
  • Discuss Retirement Plan options
  • Review All Financial Documents
  • Financial Planning Meeting to Reivew Goals
  • Written Financial Plan with Recommendations
  • Bookkeeping availalble (additional cost)
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