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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 Small Business Return

Starting price
$ 75* Month
  • Federal tax return preparation including Schedule C for a small business or Schedule for rental property
  • 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 - one update to assist with quarterly estimated taxes, retirement contributions, etc.

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
  • Additional personal return (1040) for a partner alongside the partnership preparation is $275 with no Schedule C or extra complications

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
  • Additional personal return (1040) for a partner alongside the partnership preparation is $275 with no Schedule C or extra complications

Grab Your FREE Ticket To The Know Your Numbers Workshop!

Join me for a workshop where I show you exactly how to conquer your business numbers without the stress! Time to make MAKE TAXES A BREEZE and see the savings.

You get access to the video in your email within minutes so you can watch and learn when I go live!

Get your 2023 Financial Planning Workbook Sent Directly To Your Inbox

Have My Tax Write-Off Checklist Sent Directly To Your Inbox