SERVICES

​

Individual Tax Preparation

If you choose to use our REFUND TRANSFER option for tax preparation you will not be required to pay upfront. All fees will be deducted from your tax refund.

​If you pay for services upfront you will be required to pay a deposit of $150.00 to begin and pay the remainder upon completion. NO EXCEPTIONS.

Individual Tax Preparation Services Include:

Federal Tax Preparation
State Tax Preparation
​E-File (Electronic Filing)
Refund Transfer & Cash Advances**
Estimated Quartely Tax Payments
ITIN Application Processing
Amended Return Service

**Cash Advances are available to qualified applicants and are contingent on bank approval.

** We do not provide free estimates.



​Business Tax Preparation

All business tax preparation clients will be required to complete an initial consultation and tax profile analysis prior to processing.

Deposits are required for business tax preparation except Self Employment Tax Returns, which are eligible for refund transfer. If you are eligible for refund transfer your deposit can be waived if applicable.

Form 1040 Schedule SE(Self Employment)/ Schedule C (business) - $150.00 deposit
Form 1065 (partnership) - $250.00 deposit
Form 1120 (corporation) - $500.00 deposit
Form 1120S (S corporation) - $250.00 deposit
​Form 1041 (fiduciary) - $350.00 deposit
Form 990 (tax exempt) - $500.00 deposit
Form 940 (Federal unemployment)
Schedule D (gains and losses) - $250.00
Schedule E (rental) - $250.00 deposit
Schedule F (farm)- $250.00 -$500.00 deposit

​Important: Deposits go towards the final cost of your tax preparation service. Once work has began the deposit is non-refundable.

Bookeeping Services

Bookkeepers are in charge of maintaining your books closely day in and day out. They generally do all data entry into accounting ledgers or software. Bookkeepers focus on recording financial transactions of a business through maintaining records, tracking transactions, and creating financial reports. Please see our bookeeping services below:
Part-time Bookeeping Services
If you can manage your job and some of the accounting each month but need a little extra help, a part-time bookkeeper might be a good fit for your business. We can do work such as inputting receipts and tracking employee time sheets. Remember when hiring a part-time bookkeeper, management still needs to have someone reviewing the work of the bookkeeper. Pricing is based on an hourly rate or customized packaged to fit your businesses needs.
​*If you need more consistent duties and can’t devote the necessary time for accurate reporting, full-time or outsourcing could be your solution.

Business Consulting

A consultant helps to improve companies by assessing weaknesses and recommending solutions. Our consulting services that we offer include:
Tax
Management
Proudly powered by Weebly