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Business Services

What's Included:

  • 30-60 minute meeting

  • Personalized guidance

  • Clear next steps

What's NOT Included:

  • Tax Preparation

  • Ongoing advisory 

Individual Tax Preparation

  • Review of current tax situation

  • Identification of issues or opportunities

  • Service recommendations

  • Q&A with a tax professional

Prior Year Tax Preparation

  • Review of current tax situation

  • Identification of issues or opportunities

  • Service recommendations

  • Q&A with a tax professional

Business Tax Preparation

Amendments

  • Entity review

  • Compliance check

  • Bookkeeping/payroll assessment

  • Tax strategy overview

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Tax Return Review

Self-Prepared Return

  • Review of current tax situation

  • Identification of issues or opportunities

  • Service recommendations

  • Q&A with a tax professional

  • Review of current tax situation

  • Identification of issues or opportunities

  • Service recommendations

  • Q&A with a tax professional

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