Tax Preparation

Individual

Individual tax preparation services provide a vital resource for individuals seeking professional assistance in navigating the complexities of their personal tax obligations. These services are designed to help individuals maximize their deductions, minimize tax liabilities, and ensure compliance with ever-changing tax laws. With the expertise of certified professionals, clients can trust that their tax returns are accurately prepared and filed, relieving them of the stress and uncertainty that often accompanies tax season.

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Business

Business tax preparation services are essential for enterprises of all sizes, offering specialized expertise in managing the intricate tax responsibilities that come with running a company. These services are tailored to ensure businesses adhere to tax regulations while optimizing their financial standing. By partnering with experienced tax professionals, organizations can focus on their core operations with confidence that their tax obligations are handled efficiently and in accordance with the law.

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Trusts & Estates

Trust and estate tax preparation is a specialized financial service designed to assist individuals and families in managing the complex tax obligations associated with trusts, estates, and inheritance. These services ensure that the wealth transfer process is both tax-efficient and compliant with IRS guidelines, providing peace of mind to those planning for the distribution of assets and inheritances.

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Form / Service
Basic
Simple
Moderate
Complex
1040
Yes
Yes
Yes
Yes
Schedule A - Itemized Deductions
Yes
Yes
Schedule B - Interest Dividends
Up to 2
2 to 5
6 to 10
11 to 30
Schedule C - Self Employment
1
1
Up to 3
Schedule D - Capital Gain / Loss
Up to 5
6 to 10
11 to 30
Schedule E - K-1
1
Up to 3
Up to 6
Rental
Up to 3
6
Pricing*
$275
$475
$1,025
$1,325
Business / Entity
1065
Partnership
1120-S
S Corp
1120
C Corp
990
Non Profit
1041
Estate &
Irrevocable Trust
$625 to 1,250**
Basic
1040: Yes
Schedule A - Itemized Deductions: No
Schedule B - Interest & Dividends: Up to 2
Schedule C - Self Employment: No
Schedule D - Capital Gain / Loss: No
Schedule E - K-1: No
Rental: No
Pricing*: $275
Simple
1040: Yes
Schedule A - Itemized Deductions: No
Schedule B - Interest & Dividends: 2 to 5
Schedule C - Self Employment: 1
Schedule D - Capital Gain / Loss: Up to 5
Schedule E - K-1: 1
Rental: No
Pricing*: $475
Moderate
1040: Yes
Schedule A - Itemized Deductions: Yes
Schedule B - Interest & Dividends: 6 to 10
Schedule C - Self Employment: 1
Schedule D - Capital Gain / Loss: 6 to 10
Schedule E - K-1: Up to 3
Rental: Up to 3
Pricing*: $1,025
Complex
1040: Yes
Schedule A - Itemized Deductions: Yes
Schedule B - Interest & Dividends: 11 to 30
Schedule C - Self Employment: Up to 3
Schedule D - Capital Gain / Loss: 11 to 30
Schedule E - K-1: Up to 6
Rental: 6
Pricing*: $1,325
Business / Entity
1065
Partnership
1120-S
S Corp
1120
C Corp
990
Non Profit
1041
Estate &
Irrevocable Trust
Pricing*: $625 to 1,250**

*Base prices reflective of no extenuating circumstances.
** Starting price assuming business relationships are monthly bookkeeping clients. If not, inquire within for custom price based on needs. If business revenue is below 250k, business/entity return will be $625

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