Proactive tax planning ensures tax efficiency
Proper tax preparation ensures tax compliance
Our customizable packages make it easy to get the services you need.
TAX SERVICES PACKAGES
INDIVIDUAL
Starting at
$1,200*
SERVICE INCLUDES:
- Preparation and filing of US Federal individual tax returns
- Preparation and filing of state individual tax returns
- Standard estimated tax payments based on safe harbor
- Extension filing at firm's discretion
BUSINESS
Starting at
$1,800*
SERVICE INCLUDES:
- Preparation and filing of US Federal individual tax returns
- Preparation and filing of state individual tax returns
- Standard estimated tax payments based on safe harbor
- Extension filing at firm's discretion
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ADD-ON SERVICE PACKAGES
TAX PLANNING
Starting at
$1,000*
SERVICE INCLUDES:
- Proactively seek strategies to reduce your tax liability throughout the year.
- Provide a tax projection based on current data to estimate your future tax liability.
- This service includes multiple scenarios to assess potential tax saving's and deferral strategies.
TAX CONTROVERSY
Starting at
$500*
SERVICE INCLUDES:
- IRS Notices and Correspondence
- Penalty abatement requests
- Audit representation
- Tax dispute resolution
- Offer in compromise
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Are you ready to experience financial freedom so you can focus more on what you love to do?
Our tax experts will get to know you and help you plan for the future based on your personal needs and business situation. With our individual tax planning, here some ways that we can help you reduce your tax burden:
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How can we help?
Let us know how we can help you with your tax preparation and planning needs.
Proactive planning. Personable service.
We believe that being proactive in your tax individual, business, or nonprofit tax planning produces the best possible outcome.
Contact us for a free consultation call.
Call: 877-691-6850
Answers to top tax questions about Coronavirus (COVID-19)
The response to COVID-19 includes a changes during this tax season announced by the Treasury Department. You probably have a number of questions. We’ve tried to list the most common questions below. If you have more questions or need more detailed answers, you may always reach out to us.
The federal tax filing deadline has been extended to July 15, 2020. Refunds are expected to be processed on time by the IRS. If you are due a refund from the IRS, we encourage you to file now.
This extension of your federal tax filing deadline to July 15th also covers any tax payments that may be due. 2020 estimated tax payments due on April 15th and June 15th are also deferred.
Most states are also deferring tax filings until the federal deadline of July 15th. But, some states have varying deadlines. You can get the latest on state tax deadlines and guidance here.
The Coronavirus Aid, Relief and Economic Security Act (CARES) which is a $2 trillion stimulus package to provide financial relief to individuals, families and businesses was signed into law on March 27, 2020. The stimulus package includes funding to prop up industries but it also has a number of provisions to help ordinary Americans and small business owners struggling due to COVID-19. For information on how the stimulus package may benefit you and your small business, please click here.
The deadline for making contributions to your Individual Retirement Account (IRA) for 2019 has also been extended to July 15th. You can contribute a maximum of $6,000 to an IRA for 2019, plus an extra $1,000 if you are 50 or older.
If you are self-employed, you can contribute to a Simplified Employee Pension (SEP) IRA as much as the lesser of 25% of your net earnings or up to $56,000 for 2019 and your contributions may be tax-deductible as a business expense. You can contribute to your SEP IRA until the October 15th extended deadline.
For more information on your IRA contributions, please click here.
If you are self-employed, you can contribute to a Simplified Employee Pension (SEP) IRA as much as the lesser of 25% of your net earnings or up to $56,000 for 2019 and your contributions may be tax-deductible as a business expense. You can contribute to your SEP IRA until the October 15th extended deadline.
For more information on your IRA contributions, please click here.
If you are unable to file your tax return by the new July 15th deadline, you may ask for an extension to file until October 15th. However, if you owe taxes to the IRS you will still need to make those payments by July 15th.