Tax Maintenance Packages
Remove the struggle. Hire someone else.
Overwhelmed by all the forms?
Not sure what to take as deductions – and where to take them?
Tax regulations change yearly, and even after hours of research, you might not get a clear answer to your questions.
What if you make a costly mistake, or miss a credit available to you?
By hiring a professional, you make sure you get it right the first time.
Ready to work with me?
Tax Maintenance Packages
including tax preparation and tax planning
1040 Return
Starting price $ 75* Month
- Federal tax return preparation - federal 1040
- One state return. Each additional state is $75
- Electronic Filing
- Use of secure client portal including an app for secure uploads, messaging, invoicing, and more
- No cost email check-ins throughout the year to keep me updated and answer questions
- Basic tax strategy and planning with our tax strategist**
- Assistance with quarterly estimated tax payments, retirement contribution amounts, etc. for the current tax year
Get help with a 1040
*Schedule C or E increases the price. Pricing may vary due to added complications.
**Advanced tax strategy is additional
**Advanced tax strategy is additional
1065 Partnership Return
Starting price $ 300* Month
- Federal partnership tax return preparation & one personal 1040
- One state return. Each additional state is $125
- Electronic Filing
- Use of secure client portal including an app for secure uploads, messaging, invoicing, and more with access for each partner
- No cost email check-ins throughout the year to keep me updated and answer questions
- Basic tax strategy and planning with our tax strategist**
- Estimated quarterly tax payments assistance
- Retirement contribution assistance and recommendations
- Additional personal return (1040) for a partner alongside the partnership preparation is $275 with no Schedule C or extra complications
Get help with a Partnership
*Pricing may vary due to added complications
**Advanced tax strategy is additional
**Advanced tax strategy is additional
1120S S Corp Return
Starting price $ 300* Month
- Federal S Corp tax return preparation & one personal 1040
- One state return. Each additional state is $125
- Electronic Filing
- Use of secure client portal including an app for secure uploads, messaging, invoicing, and more with access for all shareholders/owners
- No cost email check-ins throughout the year to keep me updated and answer questions
- Basic tax strategy and planning with our tax strategist**
- Estimated quarterly tax payments assistance
- Retirement contribution assistance and recommendations
- Additional personal return (1040) for a partner alongside the partnership preparation is $275 with no Schedule C or extra complications
Get help with an S Corp
*Pricing may vary due to added complications
**Advanced tax strategy is additional
**Advanced tax strategy is additional