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Fathom

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Business Tax Season Preparation Questionnaire

Personal Tax Season Preparation Questionnaire

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Helping you navigate your tax and financial life.

Individuals

  • We work with business owners, entrepreneurs and individuals who have tax situations that allow us to provide value, not just as tax return preparers, but as partners in their ongoing tax planning and management.
  • We work with clients who desire a long-term relationship and a higher level of understanding and involvement in their tax and financial matters.
  • Our clients see the value in leveraging technology to make handling their tax matters more efficient and effective.
  • Our clients value a holistic approach to managing their affairs, by making sure all of their key advisors are working together.
  • We offer packages for our individual clients that vary in the level of annual interaction and planning, but each approach encourages and includes some level of year-round interaction and planning.
  • Our pricing is straightforward and is based on the components of your tax situation.

  Core Planning Management
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
Audit Protection Available
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

Virtual Back Office

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.

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