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