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Packages

Essential Option
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Simple & Accurate Filing

The Essential option is for straightforward tax situations where accurate, timely filing is the primary need.

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While this option does not include planning; accurate filing helps you stay compliant and avoid issues down the road.

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Best Fit For Clients Who:

  • Prefer a simple and organized filing process

  • Do not require ongoing tax planning

  • Are comfortable handling most decisions independently

  • Want reliable, professional tax preparation

What's Included

  • Federal and state income tax return preparation

  • Electronic review and approval process

  • Responsiveness via email or phone within 4–5 business days

  • 50% deposit required

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Add-On Services (Available for an Additional Fee)

  • Monthly accounting reconciliations for cash flow clarity.

  • Payroll processing and tax reporting to keep your team compliant.

  • Sales tax reporting based on state/local requirements.

  • Additional federal and state filings as needed.

What's Not Included

This is a compliance-only package. It does not include:

  • Tax planning or strategic advice

  • Tax projections or estimates (including for sales or transitions)

  • Guidance on minimizing your tax liability

  • Entity structuring recommendations

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