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Relax, we make Taxes easy!

Whether you need business taxes or personal taxes for business owners, you will find one of our Tax Packages to suit your needs.  Read more about our Tax Packages below.

Tax Packages

  • Tax Savers – This is the best option for clients seeking comprehensive tax support, advice, and planning to help them plan and minimize their tax bills.
  • Peace of Mind – This is our most popular option because it includes one tax projection of your upcoming tax liability and reminders of estimated tax payments due.  This is the best option if you want complete peace of mind.
  • Essential – This option is for those who are not willing to miss out on some of the more valuable input from us to lower the cost of our services.
Taxes

Tax Package Details

Select a Tax Package that perfectly suits your needs from three service levels: Tax Savers, Peace of Mind, and Essential. The table below identifies the differences:

Most Popular

Tax Savers

Peace of Mind

Essential

This is the best option for clients seeking comprehensive tax support, advice, and planning to help them plan and minimize their tax bills

This is our most popular option because it includes one tax projection of your upcoming tax liability and payments of your estimated taxes.  This is the best option if you want complete peace of mind

This option is for those who are not willing to miss out on some of the more valuable input from us to lower the cost of our services

Preparation of federal and state income tax return and E filing

Taxes
Taxes
Taxes

Audit protection plan

Taxes
Taxes
Taxes

Monitoring IRS Transcripts for Tax Notices

Taxes
Taxes
Taxes

Estimated Taxes

Drafted for You

Drafted for You

Email Reminders

Tax Projection – One

Taxes
Taxes
Taxes

Tax Planning Report

Taxes
Taxes
Taxes

1 Hour Tax Planning Meeting by Zoom or In our Office

Taxes
Taxes
Taxes

Business Returns:

1099 Prep (up to 4)

Taxes
Taxes
Taxes

Property Tax Return (1 Location)

Taxes
Taxes
Taxes

Owner’s Comp Survey

Taxes
Taxes
Taxes

Options:

Off Season Discount

Optional

Optional

Optional

Opt out Audit Protection

Optional

Optional

Optional

Paper Copy of TR

Optional

Optional

Optional

Extra 1099s

Optional

Optional

Optional

Extra Property Returns

Optional

Optional

Optional

Business License

Optional

Optional

Optional

Liquor License

Optional

Optional

Optional

Extra Tax Projections

Optional

Optional

No

Income Tax Packages in Detail

Download the PDF below for even more information about our Income Tax Packages and options.

We can’t wait to make accounting easy for you too!

Ready to schedule an initial discovery meeting with Stanley to discuss whether or not SDA CPA would be a good fit? Click the “Get a Quote” button below to send us an email or choose a meeting time. Would you rather talk to us directly? Call us today!

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