Tax Preparation

In addition to tax advisory, tax representation, we also offer tax preparation services for individuals, business entities, and trusts:

Personal Tax Clarity – individuals:

* Tax return preparation (1040)

* Deduction optimization

* Audit protection 

Corporate Tax Precision – businesses:

* Corporate return preparation (1120)

* Financial statement analysis

* Tax strategy planning 

Entrepreneur Tax Solutions – business owners:

* Personal/business return preparation (1040/1120)

* Income splitting strategies

* Wealth protection planning 

Pricing tiers: 

*Personal Tax Clarity (individuals): In most tax return engagements, we can offer a flat fee (e.g., $500-$700), however, with some individual tax returns our fees will be higher when a client  has rental properties, investment accounts with interest, dividends, and capital gains.

*Corporate Tax Precision (businesses): Just like personal income tax returns, we can offer a fixed fee business tax return engagement ($575 - $1,575), however, these fees can increase with higher revenue or complex business tax returns. If you choose to, you can pay your annual tax processing fees on a monthly basis. (e.g., $200-$500 hourly or $2,000-$5,000 monthly retainer)

*Entrepreneur Tax Solutions (business owners): flat fee ($1,000-$2,000) + hourly add-ons for complex issues maximum refund possible.