Tax Extension

If you need more time to prepare your federal or business tax return we can file an extension for you. An extension of time to file does not grant you any extension of time to pay your taxes. You should pay any taxes owed by your regular deadline to help avoid penalties.

2 Options

ZOOM Tax Preparation Discovery Call

20 Minute phone call to discuss your tax situation for the current tax season

Free · 20 minutes

Zoom Discovery Verification Call (INVITE ONLY) New Clients

Download Zoom App on your smartphone or login from a computer with a camera. This appointment is scheduled for all new clients on your initial sign-up. You will be sent a link to access your appointment during your scheduled date and time.

Free · 30 minutes

Zoom Call Tax Preparation (Current Client)

Book this appointment if you are a current client in need of an additional appointment during the tax season. If this is your first official appointment of the tax season, and you have uploaded to your portal, then you need to book your DISCOVERY CALL.

$25 · 30 minutes

Tax Return Copy (Mail)

If you are needing a copy of your tax return printed and mailed to you, schedule through this link and the request will filled within 48 hours. All tax documents are kept secure year round in your client portal for access. Any clients needing additional copies will be required to pay a fee to cover the time and/or cost of supplies and postage. We encourage clients to keep your copies in a safe and secure file for up to 3 years. WE DO NOT EMAIL COPIES OF TAX RETURNS

$15 · 5 minutes

Client Tax Review (Non-Client)

An overview of a prior year or current year tax return not filed with our company. This fee covers us taking the time to look over the paper tax return, with all schedules and forms included, to access all credits and deductions along with accuracy. If we have tp re-create the full return in our system to determine accuracy then a Tax Preparation will be added. Documents will need to be uploaded to our client portal.

$150 · 30 minutes

Wills & Wellness Estate Planning Session

What is a Power of Attorney? A Power of Attorney (POA) is a legal document that gives a trusted person or entity the authority to handle your finances and legal matters, such as signing contracts, selling property, accessing bank accounts. The individual giving control is called the "principal," and the individuals or organizations obtaining powers are known as the "agents." What is a Last Will and Testament? A Last Will and Testament is a legal document that sets forth your preferences regarding asset distribution after death, such as who will inherit your personal belongings, your money, or your home. The person making a Will is known as the "testator," while the individual or organization appointed to oversee the testator's estate after death is called the "executor." As a result of having this essential document, your executor(s) will have a point of reference for your decisions. What is a Living Will? A Living Will is a legal document that outlines your wishes with regard to health care, such as your request for or refusal of certain medical treatments or procedures, along with the (optional) selection of a chosen agent or decision maker.    The individual making a Living Will is known as the "principal," and the individual or entity receiving authority to carry out the principal's wishes is called the "agent." As a result of this legal document, your health care providers will have a point of reference for your decisions, and your agent(s) will be able to provide confirmation that they have the authority to make choices for you.

4 Options

ERC Claim (Employee Retention Credit) Businesses

The Employee Retention Credit (ERC or ERTC) is a complex tax credit for businesses and tax-exempt organizations that kept paying employees during the COVID-19 pandemic either when they were shut down due to a government order or when they had the required decline in gross receipts during certain eligibility periods in 2020 and 2021. We will complete an IRS checklist for each claim to determine if you qualify for the credit or not.

30 minutes

Tax Refund Estimate

We will prepare your tax documents to give you an estimate of your tax refund or tax due. An estimate is the same as a complete tax preparation appointment. Therefore, there is a $75 deposit required for this service to cover time and work done to prepare the tax return in the event you choose not to file with our company. If you choose to have your return done by us the $75 deposit will be deducted from your tax preparation fee at the time of service.

$75 · 30 minutes

Tax Resolution

$500.00 Non-refundable DEPOSIT DUE UPFRONT Our IRS Tax Resolution department can assist in resolving tax debt owed and complicated tax situations. We offer Tax Resolution for debts owed over $7,000.

$500.00 deposit due today $500 · 1 hour

Tax Preparation (Personal)

Schedule an appointment to file your tax return with one of our tax specialists. You will be required to submit tax and identity documents via our client portal. All documents submitted will be verified before submitting the tax return to the IRS.

$50.00 deposit due and held towards fees · 30 minutes

Tax Return Amendment

If you have filed a tax return and need to make a change we can file an amendment. Fees for amending tax returns will need to be paid up front. No exceptions! We do not offer free tax amendments for clients who filed early prior to the opening of the IRS. If you are a new client coming in for the first time, you will be required to provide a copy of your tax returns. If we have to duplicate the tax return from transcripts, there will be an additional cost for regular tax preparation.

3 Options

Business Tax Return Preparation

Ensure your business tax returns are prepared accurately and thoroughly by booking our expert service. Our team has extensive knowledge of tax laws and will ensure timely filing and submission, giving you peace of mind during tax season. Non-Refundable deposit due at booking.

4 Options

Tax Consultation

Personal Tax Return 30 minute consultation

$50 · 30 minutes

Business Start Up Consultation

Assistance with starting up your small business with the IRS and obtaining necessary forms and business licenses. There is a $100 non-refundable consultation fee paid upfront. Assistance with licensing and forms for business start-up ranges from $300-$550. This price does not include fees paid to the state the business will be located in.

$100 · 1 hour

Consumer Counseling and Education

Our credit counseling program helps to build your credit profile while educating you through the process. We factually dispute negative items on your credit report to have them removed from your credit profile. We will complete a credit analysis upon your visit to the office to determine if you qualify for our program. We also offer a homebuyers assistance program, where we have an in-house realtor and loan officer who work to assist you with purchasing a home once the program is completed. The cost of your first appointment is $200. This will cover the cost of the initial consultation, credit reports, and credit report audit session. There is a monthly fee of $99 each month to remain in the program. You are also required to sign up for credit monitoring ($21.99-$29.99) for the duration of the program. Once you make your first initial payment, one of our staff members will be assigned to your file and will contact you with the next steps.

$200 · 30 minutes

IRS Payment Arrangement

DEPOSIT $100.00 DUE NON-REFUNDABLE If you owe the IRS and have received letters regarding payment, garnishment, or liens, we can assist you with filing the necessary paperwork to make payment arrangements ONLY on the balance owed. If you are looking for assistance with an "OFFER IN COMPROMISE," please schedule an appointment for TAX RESOLUTION instead.

$100 · 1 hour

W2/1099 Business

If you own a business and need assistance with issuance of W2s and/or 1099s to your employees and/or general contractors, then schedule an appointment. $100 Non- Refundable deposit due upfront at the time of scheduling will be applied to balance. This appointment is scheduled for the gathering of documents and information.

$100 · 30 minutes

Paralegal Assistance (Attorneys ONLY)

Call Us · 1 hour

Bookkeeping

If you need bookkeeping assistance for your business, schedule an appointment for an accounting specialist to give you a call. We currently operate a virtual bookkeeping firm.

1 hour