FINANCIAL PLANNING & CONSULTING

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

  • Budgeting

  • Form filings (including business forms)

  • Prices starting at $25.

SMALL BUSINESS BOOKKEEPING

  • Monthly reports

  • Profit/Loss analysis

  • Subscriptions starting at $25 per month.

TAXES

*Additional states $35 each

BASIC PERSONAL TAXES

  • Wages (W-2)

  • Tips & Overtime pay

  • Unemployment

  • Social Security

  • Interest & dividend income

  • Retirement & healthcare credits

  • Includes one state return.

  • Prices starting at $89.95.

ADVANCED PERSONAL TAXES

  • Dependent & education Credits

  • Capital gains & losses

  • Sale of home

  • Itemized deductions

  • K-1 Income

  • Includes one state return.

  • Prices starting at $139.95.

SMALL BUSINESS TAXES

  • Small business schedules C & E

  • Includes one state return.

  • Prices starting at $189.95.

BUSINESS TAXES

  • Forms 1120S & 1065

  • K-1 preparation

  • Contact for pricing