Our Services & How They Work
Finding Your Best Fit: Bronze, Silver, & Gold
Bronze Level (For Individual Tax Returns):
-
Includes federal and ONE state return
-
Professionally prepared based on documents provided
-
You drop off/mail in/upload the documents and we get to work
-
An optional 30-minute meeting with a Jr. Accountant upon availability​​
-
Silver Level (For Individual Tax Returns):​
-
​For clients who have more than just a W2 and/or Social Security income ​​
-
Includes federal and multi-state returns as well as foreign income and assets
-
Professionally prepared based on clean numbers* and documents provided
*Self-Employment: Small Schedule C's or E's should have the calculation of income and expenses up to date and categorized when providing documents
-
​Tax appointment with a Sr. Accountant to review and strategize on how to improve your tax situation​
Gold Level (For Small/Medium Size Businesses):​
-
For small to medium-sized business owners looking to grow
-
Ongoing and proactive support (within reason) as well as advice and entity selection
-
Requires an initial 30-minute consultation with a Sr. Accountant to provide an estimate of the fees
Other Services (For Small/Medium Size Businesses):​
-
Tax Planning
-
Mid-Year Reviews (for existing clients only)
-
Bookkeeping
-
Payroll
-
Consulting