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