Tax Packages

Tax preparation can be stressful, we simplify the process. Now you can relax!

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Individual Package includes:

  • Email and phone support: Includes unlimited email and phone support.
  • Form 1040 plus 1 state e-filed: We prepare accurate and timely tax returns based on information you provide.
  • Tax Planning: Includes an additional tax planning session designed to help you make informed decisions prior to the end of the tax year.

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Individual+Business Package includes:

  • Email and phone support: Includes unlimited email and phone support.
  • Form 1040 plus 1 state e-filed: We prepare accurate and timely tax returns based on information you provide.
  • Tax Planning:  Includes an additional tax planning session designed to help you make informed decisions prior to the end of the tax year.
  • Schedule C Business Income: Includes small business income, expenses, and depreciation calculations.
  • Schedule E Rental and Royalty Income: Includes rental real estate/royalty income, expenses and depreciation/depletion calculations. Also includes Form K-1.

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Business Premier Package includes:

  • Email and phone support: Includes unlimited email and phone support.
  • Form 1040 plus 1 state e-filed: We prepare accurate and timely tax returns based on information you provide.
  • Tax Planning: Includes an additional tax planning session designed to help you make informed decisions prior to the end of the tax year.
  • Bookkeeping: You can choose from our Small Business Packages – Essential, Advanced or Premier

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