Individual Tax Preparation & Planning

            Starting at $450

Who is it for:

            Individuals without a business

Individuals with Schedule C (sole proprietor) or Schedule E (rental real estate)

Includes:

            Tax preparation for the current year

            Prior year return review

            Year-round access for quick questions

            Document storage through our secure portal

Can be added-on for additional fee’s:

            Tax planning for unique events or circumstances

            Notices from the IRS and state tax agencies

            Unfiled returns

Business Tax Preparation & Planning

            Starting at $750

Who is it for:

            S Corps

            Partnerships

            C Corps

Includes:

            Tax preparation for the current year

            Prior year return review

            Year-round access for quick questions

            Document storage through our secure portal

Can be added-on for additional fee’s:

            Annual tax planning meeting

            Mid-year and Fall financial review

            Communication with IRS and state tax agencies

Business entity planning and set-up:

Assistance with setting up LLC’s, S-Corps, C-Corps

Applying for EIN

Registering with the Arizona Department of Revenue

Gift & Trusts Tax Preparation & Planning

Starting at $650

Who is it for:

            Gift Tax Return Compliance

            Trust Income Tax Compliance

            Estate Income Tax Compliance

Includes:

            Tax preparation for the current year

            Prior year return review

            Year-round access for quick questions

            Document storage through our secure portal

Can be added-on for additional fee’s:

Estate and Wealth Transfer Planning

 Monthly Accounting

Starting at $350/month

Who is it for:

            Schedule C

            S Corporations

            Partnerships and LLC’s

            C Corporations

Includes:

Reconciliation of Bank Account(s)

Reconciliation of Credit Card(s)

Generating Income Statements

Generating Balance Sheets

Making Necessary Journal Entries

Reviewing your Accounts Payable

Reviewing your Accounts Receivables

Payroll Services

            Starting at $50/mo plus $10/employee

 Includes:

            Process Company Payroll

            Direct deposit of payroll checks

            Automatic deposit of payroll taxes

            Full federal, state, and local payroll reporting

Additionally

            Generation of W2’s and/or 1099’s

Sales Tax Reporting

            Starting at $50/mo

Includes:

            Preparing and filing Sales tax reports with Arizona Department of Revenue