Tax Services
Tax services should feel clear, proactive, and well-managed — not rushed and reactive. We support business owners and professionals with thoughtful tax compliance and planning that reduces surprises and helps you make better decisions year-round.
Who This Is For
Our Tax Services are designed for those who want clarity, foresight, and confidence around their tax obligations. This is a good fit if you:
Feel uncertain about what your tax situation will look like until it’s too late
Want to reduce surprises and to plan ahead instead of reacting at filing time
Aren’t confident you’re capturing the right deductions, elections, or strategies
Have growing or changing income that makes tax decisions more complex
Need tax planning that aligns with how your business or life actually operates
Want a tax advisor who understands the full financial picture — not just the return
Tax Offerings & Pricing
Our tax work combines accurate compliance with practical planning — so you can file confidently and make decisions with the tax impact in mind.
Pricing varies based on complexity, number of forms/entities, quality of records, and timing. Ranges set expectations — final pricing is confirmed after a quick review so scope is clear on both sides.
Individual Tax Returns
Price Range:
$300 – $1,200 per return
Description:
For professionals and households who want a clean, accurate filing process — especially when life gets more complex.
Typically includes:
Federal and state individual returns
Multi-income and deduction review (W-2/1099/K1/rentals/investments)
Filing-ready checklist and clear document requests
Clean summary of results and key considerations
Business Tax Returns
Price Range:
$750 – $3,000+ per return
Description:
For business owners who want accurate filing, clean documentation, and confidence that the return ties to the real story in the books.
Typically includes:
Federal and state business returns
Review of financial statements/tax mapping for consistency
Reasonable classification and deduction review
K-1/owner reporting coordination (when applicable)
Clear filing summary and next-year considerations
Tax Planning & Advisory
Price Range:
$50 – $250+ per month
Description:
For business owners and high-earning professionals who want advanced proactive strategy — not just a return.
Typically includes:
Estimated tax planning and timing strategies
Entity/election considerations (when appropriate)
Compensation and profitability planning for owners
Scenario planning around major changes (sale, growth, new entity, new income stream)
Action plan with clear next steps
Next Steps
If you want organized tax compliance and planning support that reduces uncertainty and improves decision-making, the next step is a conversation.
Does your business need ongoing accounting support too?
Explore Business Accounting Services
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