Service Description

This is my full-support option and includes everything in the Tax Review, plus: 1. Quarterly Check-Ins - Ensure you’re properly tracking income and expenses for that quarter within QuickBooks. - Provide updated federal and state quarterly tax payment amounts. 2. Tax Preparation- US and 2 State Returns - Includes preparation and filing of personal return, which includes personal business income and expenses on Sch C. 3. Audit Representation - Provide help for the tax year the tax return was prepared should the auditors come calling. - Per IRS records, the chance of an audit isn’t large. - Part of my job is to help prepare your return and encourage proper recordkeeping to avoid major headaches should the unlikely event of an audit occur. 4. Year-Round Access - Have a random question? Just reach out. - No hourly rates or billing. - Help when needed. Additional fees if taxed as an S-Corporation or if additional complexities such as real estate income. You can upgrade from the Tax Review to the Tax Advisory package at any time, with the price paid for the Tax Review credited in full toward the Tax Advisory package price.