Tax Planning Services
Our services aim to help you achieve legal compliance, maximum deductions, and eliminate the stress of tax deadlines, allowing you to focus on growing your business.
Core
$350-500
Monthly:
- Review P&L Statements
- Guidance on setting aside tax funds.
Yearly:
- Reconcile Payroll accounts
- Prepare and file up to 5 1099-NEC forms.
- Prepare and file annual tax returns.
Advanced
$750-1000
Monthly:
- Review P&L and Balance Sheet.
- Guidance on setting aside tax funds.
- File Sales Tax Report
Quarterly:
- Calculate and prepare Estimated Tax Payments (1040-ES).
Yearly:
- Reconcile Payroll accounts
- Prepare and file up to 15 1099-NEC forms.
- Comprehensive year-end adjustments (including depreciation).
- Prepare and file annual tax returns.
Pro
$1,500-2,500
Monthly:
- Review P&L and Balance Sheet.
- Guidance on setting aside tax funds.
- File Sales Tax Report
Quarterly:
- Calculate and prepare Estimated Tax Payments (1040-ES).
- Dedicated Proactive Tax Planning session.
- Advisory on income/expense timing (strategic planning).
- File Unemployment Report and Wage state reporting
Yearly:
- Reconcile Payroll accounts
- Prepare and file unlimited 1099-NEC forms.
- Comprehensive year-end adjustments (including depreciation).
- Prepare and file annual tax returns.
- Annual review of business entity structure.
- Advanced tax strategy implementation (e.g., retirement plans).