PremiumMost Popular
$ 497+
Starting Monthly- Business Tax Preparation
- Personal Tax Preparation
- Bookkeeping*
- Payroll Management*
- Mid-Year Business and Personal Tax Projection
- Annual W4 Recalculation
- Year-End Tax Strategy Session***
- Annual Bookkeeping Adjusted Journal Entries
- Monthly Email Newsletter/Alerts
- Years of Tax Returns Retained (4)
- Access to Our Client Portal
ProMost Popular
$ 750+
Starting Monthly- Business Tax Preparation
- Personal Tax Preparation
- Bi-Annual Business and Tax Consultations
- Phone and Email Consults throughout the year**
- Bookkeeping*
- Payroll Management*
- Mid-Year Business and Personal Tax Projection
- Annual W4 Recalculation
- Year-End Tax Strategy Session***
- Responses to State and IRS Notices
- Income Verification Letters
- Preparation of Amended Tax Return as Necessary
- Continuous Tax Strategy Sessions as New Laws are Released***
- Preparation of Dependent’s Tax Return
- Annual Bookkeeping Adjusted Journal Entries
- Monthly Email Newsletter/Alerts
- Years of Tax Returns Retained (6)
- Access to Our Client Portal
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