By Appointment only- Closed Fridays
Packages
Reporting-Only Package
01
When is the Reporting-Only Package a Good Fit?
If you answer "Yes" to most of the following situations, the Reporting-Only Option may be a good fit for you:
~You are not self employed.
~Most of your income is reported on a W2 from your employer.
~You do not wish to start or join a business soon.
~You do not own (or are a partner in) multiple real estate holdings.
~All your income is earned inside the US.
~You don’t want/need expert advice to manage your tax liabilities.
~You don’t want/need a partner to help you reach your goals faster.
02
How It Works
~You invest a simple flat fee each year to "report" to the IRS and State (if applicable) what has already happened.
~We speak once a year after your returns are prepared to ensure accuracy for compliance.
~We can only affect your outcomes in limited ways because the year has already passed when we file your return.
~In this option, you are billed separately for help with things outside of your tax return.
03
Pricing
Our pricing is simple and designed to align with your needs
Reporting-Only Pricing Options*
Individuals: $300 - $900+ per year
Businesses: $600 - $3,000+ per year
*The numbers above are averages - your exact investment could be more or less, based on the complexity of your needs and the number of services required (taxes, accounting, payroll, IRS help, etc).