Can you also do my tax return?


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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