Instead of merely reacting to tax obligations at the end of the year, an expert tax strategist takes a proactive approach. They work with you throughout the year, continually monitoring your financial situation and adjusting tax strategies as needed. This proactive approach allows for better financial planning and optimized tax outcomes.

 

5 Reasons to Use a Tax Advisor or Professional

 

1. Save Time and Stress
Navigating tax laws can be overwhelming and time-consuming. A tax advisor handles the complexities for you, allowing you to focus on growing your business or managing your investments.

2. Maximize Deductions and Credits

Tax professionals have in-depth knowledge of available deductions and credits. They ensure you don’t miss opportunities to save money, especially for small business owners and high-income earners.

3. Stay Compliant with Tax Laws
Tax laws change frequently, and it can be hard to keep up. A professional ensures your taxes are filed correctly and on time, helping you avoid penalties and audits.

4. Personalized Tax Strategies
A tax advisor can develop strategies tailored to your specific financial situation, helping you plan for the future and minimize your tax liability year-round.

5. Support During an Audit
In case of an IRS audit, having a professional on your side provides peace of mind. They can guide you through the process and represent you to ensure the best outcome.

 

As a certified tax advisor and business owner for over 31 years, I stay up to date with complex tax laws and strategies that can save you money and prevent costly mistakes. Choosing a skilled professional means having peace of mind, knowing your taxes are done right, and often maximizing your savings in ways that may not be obvious.

Tax Preparation

Only

Base Price $400    

Tax Preparation

Basic

Includes:

    

1. Core tax preparation and review 

2. 1040

3. Forms 1, 2 & 3

4. Schedule A, B

5. Home State

 

    Additional Fees:

1. Addt'l forms and schedules as required for sole proprietor/LLCs and rental properties, etc.

2. Additional States/Co/City tax returns

3. Printed Organizers and/or additional copies of tax returns.

 

Pricing is for tax preparation only. 

tax planning & Preparation

Starts @ $850

Tax Preparation

Plus

Includes:

 

1. Basic Tax Preparation 

2. Mid-year Tax Planning ($500 value)

3. Up to 3 hrs Advisory Svcs

          ($525 value)

 

Additional fees:

 

1. Additional hours billed at $175/hour
2. Bookkeeping reconstruction or repair

Business Tax Planning & Preparation

Starts @ $1500

1. Tax Assessment of last 2 yr tax returns
2. Mid-year Tax Planning
3. Three Tax Strategy & Plannning Sessions. (one each quarter post tax season, designed to manage your tax position proactively throughout the year. Each session must be used in respective quarter and cannot be carried forward.
4.  Tax Preparation for Business 

5. Includes all printed organizers and/or tax returns if requested.

 

*Additional services w/separate pricing:

Cleaning up of bookkeeping,

Bank statement reconciliation

Year End Financial Statements

 

Business Tax Planning & Preparation

premium Service

Starts @ $6997

1. Tax Assessment of last 2 yr tax returns
2. Monthly Review Call 
3. Quarterly filings
4. Three Tax Strategy & Plannning Sessions. (one each quarter post tax season, designed to manage your tax position proactively throughout the year. Each session must be used in respective quarter and cannot be carried forward.
5. Complete Tax Preparation for Business & Personal
6. Includes all printed organizers and/or tax returns if requested.