Do you owe taxes every year and never understand why?
Tax Estimate Service
Ensure your tax payments are accurate and penalty-free with a tax estimate service. We calculate both the Safe Harbor estimate, using last year’s tax liability, and the Annualized Year-to-Date estimate, based on your current income. This dual approach provides flexibility and precision, helping you stay compliant while optimizing your cash flow.
Tax Planning and Strategy
Tax planning should be a year round activity to position yourself for the lowest tax liability by the tax year end; generally December for most taxpayers. This service involves analyzing business structures while keeping client goals in mind to reduce taxes, protect assets, and outline financial actions. This includes a virtual debrief meeting to deliver tax advice and a personalized plan. This process involves researching the tax code and designing integrated tax and financial strategies to achieve the client’s desired outcome.
Generally, prices listed are fixed. Fee for service may be adjusted; complexity of financial situation, volume of transactions, and time required to perform calculations may increase the fee.
Basic: starts at $275 per session
- Includes an analysis of income, deductions, and estimated tax liabilities
- Ideal for individuals, head of household, or married couples with basic investments and no rental properties
Standard: starts at $400 per session
- Includes comprehensive assessment of income sources, deductions, and estimated tax liabilities
- Suitable for small business owners, self-employed individuals, rental property owners, investments, or more complex financial situations
Premium: starts at $650 per session
- Includes detailed analysis of various income streams, complex deductions, tax planning strategies, and estimated tax liabilities
- Geared towards high-net-worth individuals, business owners with multiple entities, properties, or clients with multi-layered financial structures