|Tax return preparation & filing||✓||✓||✓|
|Analysis of current year||✓||✓||✓|
|Advice & guidance for coming year||✓||✓||✓|
|30 minute annual tax planning call||✓||✓||✓|
|Monthly newsletter with tax tips & news||✓||✓||✓|
|ShareFile tax document & return storage||✓||✓||✓|
|Quick 15-minute calls/email with you or your other advisors||2||4||Unlimited|
|Tax projection & planning sessions||—||1||2|
|Assistance with W-2 withholding & estimated payments||—||✓||✓|
|Estimated payment reminders||—||—||✓|
|Coordination with your financial advisor for tax documents and information for tax projections||—||✓||✓|
|Straightforward pricing, starting at:||$800||$1,400||$2,000|
Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Beginning in 2014, the Affordable Care Act, also known as Obamacare, imposed what a “share-responsibility payment” on taxpayers who did not sign up for minimum essential health coverage. This payment is essentially a penalty for not being insured.
If you trade cryptocurrencies like Bitcoin you are required to report the transactions for tax purposes.
The IRS wants its cut and you may not know it. Call our office for assistance. Learn more in the video below.
Just a reminder that the due date for 2017 tax returns is April 17, 2018! There is no penalty for filing late if you are receiving a refund. However, it is quite a different story...