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Prices range from $450 - $750.
Simple: W-2 Income, Itemized or Non-Itemized Deductions. Minimal K-1 Activity/Some Brokerage or Retirement Account Activity. Up to two States.
Basic Services Included
Silver Services
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 the firm 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.
Prices range from $450 - $750.
Simple: W-2 Income, Itemized or Non-Itemized Deductions. Minimal K-1 Activity/Some Brokerage or Retirement Account Activity. Up to two States.
Basic Services Included
Silver Services
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 the firm 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.