After handling a business issue for a new client, this is the most common question. The answer is yes, but I do not offer the tax return preparation alone. Instead it is offered as part of a year round tax management package.
- A tax services engagement includes:
- Telephone and text access year round with one business day maximum response time
- Reading and discussion of all tax notices received
- A review of prior years’ tax filings
- Preparation of all specifically identified federal, state and local tax returns
- Electronic filing of all eligible returns
- Certified mailing of returns not eligible for electronic filing
- Electronic banking transactions related to taxes
- A video review of the prepared tax returns
- Calculation of estimated tax payment requirements for the following year
- Identification and discussion of weak points of audit vulnerability
- Identification and discussion of opportunities to reduce taxes
The most significant items that are not included in a basic tax package are:
- business bookkeeping
- audit representation
- items not listed on the work plan
Price starts at $1 ,000 for individual tax services and $2,000 for small business tax packages.
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