Individual & Sole Proprietor Tax Service Packages

Individual - Basic

Tax Preparation Services Include:
  • 1040 Federal Tax Return 
  • One State Tax Return (additional state $75/ea.)
  • Unlimited Tax Document Storage
​Tax Planning Services Include:
  • Unlimited Email Inquiries
  • Mid-Year Email Follow-Up
  • Year-End Phone Call

Individual - Advanced

Tax Preparation Services Include:
  • 1040 Federal Tax Return
  • Schedule A - Itemized
  • Schedule D - Capital G/L
  • Schedule E - Rental
  • One State Tax Return (additional state $75/ea.)
  • Unlimited Tax Document Storage
Tax Planning Services Include:
  • Unlimited Email Inquiries
  • Mid-Year Email Follow-Up
  • Year-End Phone Call

Sole Proprietor -
Prep Only

Tax Preparation Services Include:
  • 1040 Federal Tax Return
  • Schedule A - Itemized
  • Schedule D - Capital G/L
  • Schedule E - Rental
  • Includes one of the two: Schedule C or Schedule F
  • One State Tax Return (additional state $75/ea.)
  • Unlimited Tax Document Storage
Tax Planning Services Include:
  • Quarterly Estimated Tax Payment Reminders
  • Unlimited Email Inquiries
  • Mid-Year Email Follow-Up
  • Year-End Phone Call

Sole Proprietor - Prep + Planning

Tax Preparation Services Include:
  • 1040 Federal Tax Return
  • Schedule A - Itemized
  • Schedule D - Capital G/L
  • Schedule E - Rental
  • Includes one of the two: Schedule C, or Schedule F
  • One State Tax Returns (additional state $75/ea.)
  • Unlimited Tax Document Storage
Tax Consulting Services Include:
  • Mid-Year Tax Analysis (June - Sept)
  • Year-End Tax Analysis (Sept - Dec)
  • Quarterly Estimated Tax Payment Reminders
  • Unlimited Email Inquiries
  • Unlimited Phone Inquiries​
​*Do note that the Sole Proprietor Advanced package is available to Individuals
*Must be signed-up prior to October 1st for current year tax planning.
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