Our Services
tax compliance service packages:
Essential
Ideal for individuals and families with straightforward tax situations, offering fundamental tax preparation and advisory services for personal taxes. Maximize deductions while minimizing headache.
professional
Tailored specifically for small business owners, this package focuses on fundamental business tax compliance, addressing entity-specific filing requirements, deductions, and credits pertinent to business structures.
Advanced
Combining comprehensive personal tax planning and business tax compliance services, this package caters to individuals with multiple income sources and small business owners, ensuring meticulous handling of intricate personal and business tax matters.
pRemium
Tailored for complex scenarios involving international aspects, non-resident taxation, rental real estate, and sophisticated investment portfolios, this package provides meticulous handling of both personal and business tax intricacies.
tax advisory:
In addition to our core service packages, we offer specialized services such as the resolution of letters and notices received about returns we didn't prepare or matters we didn't work on. Our expertise extends to assisting clients in navigating these unexpected tax-related situations with proficiency and care, ensuring a swift and effective resolution.
Bundle pricing:
Additional returns (for additional business owners, dependent children, elder parents, etc.) are discounted when appropriate as part of a broader service package.
excluded services:
While we pride ourselves on offering comprehensive tax solutions, there are certain services outside our scope:
Payroll Administration
Bookkeeping
Audit/Assurance
We firmly believe that specialized partners can better cater to these services, offering greater efficiency and affordability. However, we are more than willing to facilitate connections and coordinate with these outside providers. We have a network of trusted professionals and would be delighted to refer you to these specialized partners for your specific needs.
Discounts:
As a small business, we strive to offer not just a service but an experience that exceeds expectations. Our pricing structure reflects the value we aim to provide. That said, discounts are available for currently-enrolled students, teachers and faculty, and simple tax returns with fewer than five tax documents. We understand the value of working with a professional tax preparer, and want to make this accessible to as many people as possible.