Individual Tax Service
Year-Round Tax Strategy Package
Comprehensive Tax Planning & Savings Solutions
Maximize savings & minimize liabilities with proactive tax planning—all year, not just at tax season.
Includes:
✅ Initial Strategy Session – Custom tax-saving roadmap
✅ Quarterly Check-Ins – Adjust for income changes & new laws
✅ Business Optimization – Deductions, credits, entity structuring
✅ Investor/Real Estate Planning – 1031 exchanges, capital gains strategies
✅ Retirement & Wealth Strategies – Tax-efficient accounts, Roth conversions
✅ Year-End Review – Final moves & filing prep
Bonus: Deduction checklists, priority support, CPA coordination.
Perfect for: Business owners, investors, freelancers & high earners.
Stop leaving money on the table—let’s build a tax strategy that works for you 365 days a year!
*This service provides year round tax strategy and tax preparation for one business as described in the contract between us and the client. Very client specific.
Individual Tax Preparation & Planning
This service is for the preparation and electronic filing of your individual tax return. The preparation rate begins at what we have posted here. Rates may adjust depending on the dynamics of your tax return and additional tax form preparation. I.e. rental properties.
VIRTUAL DROP OFF Tax Preparation Appointment
This service is for the preparation and electronic filing of your individual return. The preparation rate BEGINS at what we have posted for individual preparation here under services. Rates will adjust depending on the dynamics of your tax return and in this case the type of tax forms needed to complete the return. . I.e. rental properties, individual, multiple states, etc. If you have a business please select the Virtual Drop Off Tax Preparation Appointment for Business option.
VIRTUAL Tax Preparation Session
This service is for the preparation and electronic filing of your individual or business tax return. This is a virtual appointment conducted via ZOOM. The preparation rate begins at what we have posted for individual and business preparation here under services. Rates will adjust depending on the dynamics of your tax return and in this case the type of return. . I.e. rental properties, individual or business return, multiple states, etc.
Tax Amendment
This service amends a previously filed tax return to correct errors. Please bring a copy of the tax return that requires amending.
Tax Audit / Bill Review
This service is for people who have received tax bill and need to have it reviewed for the purpose of possibly decreasing or eliminating the debt.
