Individual Tax Services:

Services included:                             

• Preparation of Individual Income Tax Return (Fed + State)
• IRS/tax authority notice reviews and resolution, covers up to one notice.
• 15-minute tax and personal finance advisory/consultation

*Customization available upon request. Price may change depending on items added/removed.

Services included:                              

• Preparation of Individual Income Tax Return (Fed + State)
• Multi-State Income Tax Return Preparation
• Rental Properties (up to 5)
• Business Activities (up to 5)
• Business Investments; K-1; (up to 5)
• Annual Tax Planning & Strategy Call/Meeting (up to 1 hour)
• 15-minute initial consultation call/meeting

*Customization available upon request. Price may change depending on items added/removed.

Services included:                             

• Preparation of Individual Income Tax Return (Fed + State)
• Multi-State Income Tax Return Preparation
• Rental Properties (5+)
• Business Activities (5+)
• Business Investments; K-1; (5+)
• Bi-Annual Tax Planning & Strategy Call/Meeting (up to 1 hour per meeting)
• 15-minute initial consultation call/meeting

*Customization available upon request. Price may change depending on items added/removed.