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 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.
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:
Peace of Mind
Preparation of federal and state income tax return and E filing
Estimated tax payment vouchers if applicable
Audit protection plan
Prepare year-end 1099s (up to 4) – businesses only
Prepare annual business property return – businesses only
Owner’s compensation planning – businesses only
Unlimited advice on tax matters
Client communications and document transmittal with QBO Client Requests and Financial Cents Client Tasks
Estimated tax payment reminders
Tax projection during year
Tax planning report
Tax projection – end of year
Income Tax Packages in Detail
Download the PDF below for even more information about our Income Tax Packages and options.
Off season discount – 10% off
Opt out of audit protection
Paper copy of returns
Tax planning meeting
Weekly or monthly drafting of our fees
Additional 1099s over 4
Property tax returns – extra locations
- Off season discount – 10% off
- Opt out of audit protection
- Paper copy of returns
- Extra states
- Tax planning meeting
- Weekly or monthly drafting of our fees
- Additional 1099s over 4
- Property tax returns – extra locations
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!