
Tax Return Preparation and Filing
Maximize refunds and minimize stress with our customized tax return services. Trust us to handle the details, so you can focus on what matters.
Basic Individual Tax Package

Tax return filing package (or single consultation session) for individuals with basic and straight-forward tax situations (e.g. Form 1040; Standard deductions; W-2 Incomes, etc).
Advanced Individual Tax Package

Tax return filing package (or single consultation session) for individuals with complicated tax situations (e.g. Form 1040 and various schedules; Self-employed; Itemized deductions; W-2 Incomes and various other income sources such as 1099 forms; Multi-state residents etc.)
Basic Small Business (Flow-through Entity) Tax Package

Tax return filing package (or single consultation session) for individuals with flow-through entities' ownerships and with basic and straight-forward tax situations (e.g. Form 1040 and various schedules - C,E,D; Individual Standard deductions; No K-1 required; No entity-level return required, etc).
Advanced Small Business (Flow-through Entity) Tax Package

Tax return filing package (or single consultation session) for individuals with flow-through entities' ownerships and with complex tax situations (e.g. Form 1040 and various schedules - C,E,D; Individual Itemized Deductions; K-1 required; Multi-state resident; State Sales and Use Taxes; No entity-level return required, etc).
Basic Business Only Tax Package
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Tax return filing package (or single consultation session) for entities (individual returns not included) with basic and straight-forward tax situations (e.g. Form 1065 for Partnerships - including multi-member LLC not electing to file as S Corp; Form 1120 for C Corps and S Corps, etc). Simple K-1 preparation included.
Tax Return and Other Services (Bookkeeping etc.) Combined Packages
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Comprehensive smart and innovative small business accounting, tax, and business intelligence packages.
Workflow w/o One-Click Document Dump

Workflow w/ One-Click Document Dump
