TAX PACKAGES

Tax Preparation & Planning Bundle

Starting at $125/month

If you are a small business owner who is looking for more support and guidance than just a year-end tax filing.

What's Included 

  • Federal & State Tax Return Preparation

  • Tax Planning & Projection Workpaper

  • Estimated Tax Payment Calculation

  • IRS Notice Response

  • Year-End Tax Strategy Meeting

Tax Preparation

Starting at $600/return

What’s Included 

  • Federal & State Tax Return Preparation

  • Tax Deadline Reminders

  • Email Support

  • Quarterly Estimates (as needed)

Add Ons

  • S-Corporation Conversion

  • Reasonable Compensation Study

  • CA Statement of Information Filing

Have a question about which one is best for you?

Let’s be Friends

getting through tax season one return at a time :,)
February ❤️ this and whole lot of taxes :)