By understanding your goals, analyzing your past financial data, and reviewing your tax transformation journey, we provide you with a comprehensive and customized tax strategy plan.
With clear action steps and expert recommendations, we empower you to take control of your tax situation and unlock potential savings, ensuring your financial success.
By understanding your goals, analyzing your past financial data, and reviewing your tax transformation journey, we provide you with a comprehensive and customized tax strategy plan.
With clear action steps and expert recommendations, we empower you to take control of your tax situation and unlock potential savings, ensuring your financial success.
SCOPE OF WORK
Tax Notice Response (Up to 2 included)
Reasonable Compensation Analysis
Quarterly Fixed Asset Depreciation
Quarterly QuickBooks Review
Tax Reduction Plan
Tax Projection
Tax Preparation (1 business and 1 Individual)
Tax Account Monitoring Quarterly Tax Deadline Reminders
Unlimited Email, Text, 15 & 30 Chat Support
FORMS/ SCHEDULES
1040-Individual Income Tax Return
State Income Tax Returns
1040X(Individual Amended Income Tax Return)
SCHEDULE A(Itemized Deductions)
Interest & Ordinary Dividends
SCHEDULE C/E (Profit or Loss From Business/Rental)
Schedule D (Capital Gain & Losses)
Form 1065-US Return of Partnership Income
Form 1120-Corporate Income Tax Return
Form 1120S-S Income Tax Return for an S Corporation
1065/1120/1120s Amended tax return
1041 Estate/Trust Return 990/990-PF Non Profit Return
990-N Non Profit Return Refund Transfer Fee
Re-Run Tax Return after return is complete Fee
Form 4868-6-Month Extension
IRS Transcripts (PER PULL)
Tax Notices (PER NOTICE)
Tax Audits
Hourly Consultations
SCOPE OF WORK
Tax Notice Response (Up to 2 included)
Reasonable Compensation Analysis
Quarterly Fixed Asset Depreciation
Quarterly QuickBooks Review
Tax Reduction Plan
Tax Projection
Tax Preparation (1 business and 1 Individual)
Tax Account Monitoring Quarterly Tax Deadline Reminders
Unlimited Email, Text, 15 & 30 Chat Support
FORMS/ SCHEDULES
1040-Individual Income Tax Return
State Income Tax Returns
1040X(Individual Amended Income Tax Return)
SCHEDULE A(Itemized Deductions)
Interest & Ordinary Dividends
SCHEDULE C/E (Profit or Loss From Business/Rental)
Schedule D (Capital Gain & Losses)
Form 1065-US Return of Partnership Income
Form 1120-Corporate Income Tax Return
Form 1120S-S Income Tax Return for an S Corporation
1065/1120/1120s Amended tax return
1041 Estate/Trust Return 990/990-PF Non Profit Return
990-N Non Profit Return Refund Transfer Fee
Re-Run Tax Return after return is complete Fee
Form 4868-6-Month Extension
IRS Transcripts (PER PULL)
Tax Notices (PER NOTICE)
Tax Audits
Hourly Consultations
SCOPE OF WORK
Monthly IRS Transcripts, notices, and audit monitoring
Monthly State business compliance monitoring with notifications
Annual Tax Projection
Accountant will advise on ways to maximize revenue and minimize expenses
Accountant will review financial statements and provide financial
Quarterly audio and/or video conference call with your Accountant
Financial Statement(s) including monthly profit and loss statements
Monthly Accounting Tasks and Monthly financial reviews
Record and review of all transactions and reconcile payroll entries
Reconcile payments and receipts to bank/credit card statements
Payroll Guidance and Assistance