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Prices Range from $750 - $2,250
Moderate: Schedule C (Business Income), Schedule E (Rental Income), Multiple K-1s and/or Substantial Brokerage or Retirement Account Activity. Multiple States. (Assumes books are in relatively good order - clean-up work to be billed as a separate services)
Basic Services Included
Silver Package
Annual Tax Planning: Usually performed during the last two and a half months of the year based off of information in your returns, and selected information that I may request. The goal is to better understand what your last quarterly payment should look like, as well as to identify opportunities to reduce your tax liabilities.
1099 Filing & Planning: Performed during tax planning. January 31st deadline. I ask that you remember to collect W9s from your vendors. If this is something you need help in setting up, I can help with that as well.
Prices Range from $750 - $2,250
Moderate: Schedule C (Business Income), Schedule E (Rental Income), Multiple K-1s and/or Substantial Brokerage or Retirement Account Activity. Multiple States. (Assumes books are in relatively good order - clean-up work to be billed as a separate services)
Basic Services Included
Silver Package
Annual Tax Planning: Usually performed during the last two and a half months of the year based off of information in your returns, and selected information that I may request. The goal is to better understand what your last quarterly payment should look like, as well as to identify opportunities to reduce your tax liabilities.
1099 Filing & Planning: Performed during tax planning. January 31st deadline. I ask that you remember to collect W9s from your vendors. If this is something you need help in setting up, I can help with that as well.