Tax PrepARATION and advisory Service bundles
INDIVIDUAL TAX PREPARATION
- One annual Federal 1040 tax filing
- Safe harbor tax estimate for the following year
Add one 1-hour tax planning meeting, including tax projections and estimates for an additional hour rate.
INDIVIDUAL / BUSINESS ADVANCE TAX PREPARATION
- Quarterly business general ledger review
- Quarterly tax projections and estimates
- Annual business and individual return
INDIVIDUAL / BUSINESS FULL TAX PREPARATION & ADVISORY SERVICES
- Monthly review of business general ledger accounts
- Monthly tax projections and estimates
- One-hour quarterly reviews of various tax strategies (Income shifting, business structure, entity structures, etc.)
- Periodic tax advisory report
- Annual business and individual return
Fees will be paid in advance or twelve monthly ACH payments. All clients must use QuickBooks Online for their bookkeeping needs, and QuickBooks Online and Payroll can be purchased as a D Keith Hatch PA client at a discounted rate.