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Services and Fees

How we create peace of mind for you and your business

Taxes

Tax Compliance Services

No one is required to pay more to the IRS than the law dictates, but many people and businesses do. This is especially true in today’s environment of changing tax laws that become even more complex. We will thoroughly prepare and review your federal, state, and other taxes to ensure you are minimizing your tax liability. You’re an expert in your field. Let our tax experts save you time and money by preparing and filing your tax returns.

Tax Planning Services

The only way to minimize your overall tax liability is to properly plan, and plans change when the tax laws change and your business changes. This is why we believe in working with our clients year-round to ensure we stay in front of the process, leading you to the best possible tax result. Other key considerations we address in tax planning include the following:

  • Entity Structure – Proper business structuring is essential to reducing taxes.

  • Identifying Deductions – There may be deductions you can take that will increase tax savings.

  • Deferral of Income or Expenses – Spreading income or expenses over several years often allows for huge tax savings.

  • Identifying Credits – Both the federal and state governments offer businesses and individuals tax credits in many forms.

Tax Controversy Services

There are many issues that can arise between taxpayers and the IRS. If you are receiving notices, facing an audit, lien or wage garnishment, you should take immediate action. Working with the IRS is challenging and sometimes results in a worse outcome. We are uniquely qualified to resolve your tax problems and represent your best interests before the IRS and all other tax authorities. We can assist you in the following ways:

  • Unfiled tax returns

  • Resolve tax notices

  • IRS audit representation

  • Offer in compromise

  • Penalty and interest abatement

  • Obtaining IRS records

Advisory

Business Formation

Launching a business takes courage and vision. Sustaining and growing your new venture is even more difficult. We have the experience and business network to guide you through every step involved in setting up a new business. Our mission is to help you achieve your desired business goals.

  • With your input, we will create a business plan that will articulate your goals and chart a course towards their fulfillment.

  • Based on your growth expectations, we will help you select the right legal entity to minimize taxes and encourage market share.

  • We will help you obtain required licenses, permits, and your Federal EIN number.

  • We will help you set up payroll

  • We will help you set up accounting systems

  • We will connect you with our resource of business partners providing other areas of expertise necessary in business formation such as human resources, business insurance, information technology and marketing.

Cash Flow & Budgeting Analysis

Cash is the lifeblood of a business. Many profitable businesses with significant assets and loyal customers have had to halt services because of a cash crisis. We can help you create optimal liquidity for your business by constructing a sound, flexible budget based on a thorough cash flow analysis. From this data, we can help you both forecast cash flow and create a budget that syncs expenses to income and maximizes liquidity.

  • We track income, spending, and debt for your business through previous cycles and make recommendations as to their realignment.

  • We explore refinancing options and/or untapped sources of revenue that may increase the availability of cash on hand.

  • We analyze your spending to discover redundancies and inadequate cost control.

Fees

How Our Fees Work

We provide upfront pricing which means you will know and agree to our fee prior to us beginning any work or you making any commitment. Once we have all or at least all material information required to prepare the return or project we determine our fee based on your unique tax and accounting needs. Fees comes down to the time it will take us to prepare, review and finalize the return or project based on the complexity of the services needed.

Note:  Pricing subject to change, adjusted to meet individual clients unique needs and discounted when multiple services utilized. We work with all clients to determine how we can work together to meet their tax and accounting needs at a price they can afford. Fees are determined and agreed upon once ALL information is received and prior to beginning any work.

TAX COMPLAINCE SERVICE FEES

50% OF FEE IS DUE PRIOR TO WORK BEGINNING

BALANCE IS DUE WHEN DRAFT IS PROVIDED.

FINAL COPY AND FILING WILL NOT BE PROVIDED UNTIL BALANCE IS PAID.

Hourly Services

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  • Tax Consulting Services:  $150 per hour

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  • IRS Resolution & Audit Support:  $150 per hour

  • Federal or State Correspondence:  $150 per hour

Tax Return Preparation & Filing

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  • Personal Federal Income Tax
    Preparation    :  $350 - $750
    1040 return and related statements, including cost of e-filing or mailing (does not include audit support)
     

  • Personal Federal AMENDED Income Tax Preparation:  $425 - $650
    Amended 1040 return and related statements, including cost of mailing (does not include audit support)
     

  • Personal State Income Tax
    Preparation    :  $275 - $400
    Return and all related forms, including cost of e-filing or mailing (does not include audit support)

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  • Business Federal Income Tax
    Preparation:  $700 - $2,500​
    1120, 1120s, 1065 and all related forms, including cost of e-filing or mailing (does not include audit support)
     

  • Business State Income Tax
    Preparation:  $500 - $1,000
    Return and all related forms, including cost of e-filing or mailing (does not include audit support)
     

  • Business Federal AMENDED Income
    Tax Preparation    :  $800 - $2,500
    Amended Form 1120, 1120S, 1065 and all related forms, including the cost of e-filing or mailing (does not include audit support)
     

  • Business State AMENDED Income
    Tax Preparation    :  $500 - $1,000
    Amended return and all related forms, including cost of e-filing or mailing (does not include audit support)

Bookkeeping Services

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  • Monthly/Quarterly Bookkeeping Services:
    Small Businesses starting at $200 per month
     

  • Quarterly Review and Reconciliation:
    Small businesses starting at $575 per quarter – average per quarter $575 – $2,000

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  • Annual Review and Reconciliation:
    Small businesses starting at $900 – average per tax year is $1500 – $2,500

New Business Set-Up

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  • Articles of Organization or Incorporation:  $300
    Does not include State Fee
     

  • Tax Identification Number:  $150
     

  • S-Corporation Election:  $150

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  • Set up Business Accounting System:  $250 - $500
     

  • Set up Payroll:  $250 – $500

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