FINANCIAL PLANNING

  • Payroll and retirement forms (W-4, W-4V, state, benefit selection assistance)

  • Budgeting

  • Consulting

  • Prices starting at $20.

BASIC PERSONAL TAXES

  • Wages (W-2)

  • Tips & Overtime pay

  • Unemployment

  • Social Security

  • Interest & dividend income

  • Includes one state return.

  • Prices starting at $50.

ADVANCED PERSONAL TAXES

  • Dependent Credits

  • Education Credits

  • Investments, cap gains & losses

  • Sale of home

  • Itemized deductions

  • K-1 Income

  • Includes one state return.

  • Prices starting at $100.

SMALL BUSINESS BOOKKEEPING

  • Monthly reports

  • Profit/Loss analysis

  • Subscriptions starting at $20 per month.

SMALL BUSINESS TAXES

  • Small business schedules C & E

  • Includes one state return.

  • Prices starting at $150.