Tax Services

Home>>Services>>Tax Services

Tax Consultation

Tax Preparation Service

  • Preparation Service fees are per form completed.
  • Specific documents must be submitted prior to processing.
  • COMING SOON – New Client Document Checklist¬†

*Note: Other Tax Services are available upon request

Tax Planning Monthly Service

Included, but not limited to:

  • Up to 1.5 hours of work to review and prepare financial data.
    • Income information
    • Forecasting
    • Tax liabilities
  • 1 meeting per month to discuss findings, updates and recommendation

Tax Planning Quarterly Service

Included, but not limited to:

  • Up to 3 hours of work to review and prepare financial data.
    • Income information
    • Forecasting
    • Tax liabilities
  • 1 meeting per quarter to discuss findings, updates and recommendation