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.

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Tax Services

Select our tax package, designed to give you clarity, compliance, and peace of mind. The table below outlines exactly what’s included.

Core Services

Federal and state income tax return preparation

Property tax return preparation

1099 preparation

E-filing of income tax returns (when available)

Audit Protection Plan

Monitoring IRS transcripts for tax notices

Estimated tax payment reminders

Owner compensation planning

One current-year tax projection

One tax planning meeting (Zoom or SDA office), including a Tax Planning Report

Optional Tax Services

Additional tax projections

Opt out of tax projections

Opt out of the tax planning meeting and Tax Planning Report

Elect out of Audit Protection – If you opt out, you will be responsible for addressing tax notices or audits directly, or you may engage us separately at that time.

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We help business owners like you grow their business, increase profits, and have more cash. If you would like to work with us then book a call with our team.

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