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Tax Service Packages

S-Corps & Partnerships

(Multi-Member LLC’s)

Silver

  • One Individual Tax Return (1040)

  • One State*

  • One Schedule C, E or F

  • One Corporate/Partnership Tax Return (1120S/1065)

  • One-time check on IRS payroll accounts reports confirming Form 940 and all 941’s match your records.

  • Avoids surprise letters of errors on your IRS account

  • Year-over-year comparison video

*CA and Local Tax Returns are additional

Sign Up

Gold

Silver benefits, plus:

  • Late October the liability projection

    • Strategy call

    • IRS personal and business account check (any missing payroll reports or pending IRS letters?)

Sign Up

Platinum

Gold benefits, plus:

  • Monthly personal and business IRS account monitoring

  • Audit support

  • IRS Letter response support

  • Late Oct. tax liability projection updates

    • Strategy call

Sign Up

Add-ons

Tax Letter Response

  • Review IRS letter

  • Review tax return

  • Address erroneous errors

  • Mail a certified mail letter to the IRS to respond on your behalf.

Additional Schedule(s) C/E/F

​Notify us if you have:

  • Additional business filing

  • Farming business

  • Rental properties
     

Hardcopy of Tax Returns

  • A printed copy of tax return

IRS Account Monitoring

  • Monthly IRS transcript pull for any red-flags or IRS notices 

Dependent Child Tax Return

Did your dependent child receive a W-2 from their part-time job?  Our staff can help (and confirm they aren't claiming themselves on their tax return)!

 

This service includes:

  • One federal tax return for your dependent child, e-filed

  • One state tax return for your dependent child, e-filed

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