Tax Planning and Preparation

Who this is for

Small business owners (LLCs, S-corps, sole proprietors), self-employed individuals, and individuals with rental income, multiple states, significant investment activity, a new entity, or a major financial event in the year.

What's included

• Federal and state tax return preparation
• A planning conversation before year-end so you know what to expect and have time to act
• A review call when the return is complete to walk through what changed and why

What's not included

• Audit representation (can be discussed separately)
• Payroll filings
• Bookkeeping (available as a separate engagement)
• Returns for prior years not covered in the scope

Pricing

Fixed fee, scoped after the intro call. Depends on entity type, complexity, and number of states. Written proposal before you commit.