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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.  

The Basics: Starting at $300

  • Tax Preparation for Federal and 1 state
  • E-File return and portal to upload and store documents
  • Mid-Year Tax Review
  • Email Updated throughout the tax preparation season
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Tax Planning Package: Starting at $500

  • Everything in The Basics plus
  • Annual Tax Planning Meeting
  • Quarterly Estimated Tax Calculations
  • Tax Question, Tax Advice, and Year Round Support

Most Popular

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Tax and Financial planning package: Starting at $1000

  • Everything in Basic and Tax Planning plus
  • Review All Financial Documents
  • Financial Planning Meeting to Reivew Goals
  • Written Financial Plan with Recommendations
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