Business Start-Up Consult

An educational consult that will allow the client to understand the differences between an LLC, corporation, sole Prop, partnership or any other business formation. Learn about the start-up process and how you can legally establish your business. Learn how to stay in compliance with state and federal business and tax laws. Please specify if you would like a virtual consultation.

$120 $150 · 1 hour

Tax Review of Previous Tax Returns (Online/In-Person)

Review of previous year tax return (that was filed with another person/business). After review client will learn in detail how their taxes were filed; clear any doubts about credits/deductions claimed and if there is a chance that they need to amend the tax return. COST: $60 per year of Tax Records *** Please state if you would like to have this service virtually, and specify your main concern in notes when booking.

$60 per tax record to review $60 · 20 minutes

TRANSLATIONS/ Traducciones

TRANSLATIONS OF FOREIGN & NATIVE: BIRTH CERTIFICATES, MARRIAGE CERTIFICATES, DIVORCE DECREES, RENTAL AGREEMENTS, AND MORE Please send documents in advance and schedule this appointment for pick up. Send to [email protected]

Price Varies · 20 minutes

Notary Services/ Notario Publico (In person or Virtual)

Please type in booking notes the type of Notary services you need. Email any documents to [email protected]

Price Varies · 20 minutes

Personal Tax Filing

FILE CURRENT OR PREVIOUS YEAR INCOME TAX FILING. CHECKLIST OF DOCS TO BRING (MAY NOT APPLY TO ALL): - Government Issued Photo ID - Social Security Card - Dependents Birth Certificate & Social Security Cards (if tax filer claims dependents- please call/text/email if you are a first time filer with me to get a complete checklist of required documentation for dependents) - All W2/1099 or other income tax forms - For Direct Deposit of refund Bank Routing & Account # - Proof of health insurance coverage (1095 form if applicable) [ Please feel free to email me documentation in advance ] Cost $180-360 depending on filing status, credits claimed, schedules filed etc.

$180+ · 40 minutes

Business Tax Filing

Business tax filings for LLC, PARTNERSHIPS & CORPORATE RETURNS. Requirements: -Must have profit and loss for time of filing (or equivalent documentation of income and expenses) -EIN letter, State registration Documents -If there is no profit and loss or equivalent report, your appointment may turn into a consult to prepare for business tax filing. COST: Depends on Business Entity, please email [email protected] for further questions

Varies · 1 hour

File Tax Extension

To file an extension for personal taxes please book your time slot and I will call you/email you (which ever you prefer please specify when you book) at the time of your booked appointment to proceed with your extension filing. COST: PERSONAL EXTENSION: $60.00 BUSINESS EXTENSION: $80.00 Payment methods: Zelle (301-442-5332) or I will send a link to pay with credit card.

$60 · 15 minutes

General Business/Tax Consult

Covering all topics to help manage your business best. Topics include accounting methods, preparing and paying for taxes, payroll, how to keep business in good standing, etc. Be prepared with any of questions. This can be done via zoom or in-office visit.

$120 · 45 minutes

Tax Estimate (for single/head of household)

Book this appointment if you would like to see what your tax outcome will be. This is only an option for W2 clients only. No obligation to file. Cost of estimate goes towards your final fee. **1099/self-employed/business owners do not qualify for this type of appointment, estimates for business can be booked under “General Business Consult **

$65 · 30 minutes

FinCEN Reporting /BOI

Be in compliance with new IRS laws and FinCEN. Appointment is available for virtual or in-person, please specify in booking notes your preference.

Varies based on business formation · 45 minutes

Married Filing Joint Vs. Married Filing Sep Estimate

We will visit scenarios, married filing joint vs. married filing separate. Allocate credits, incomes, tax liabilities, to seek best possible outcome for both tax filers.

$89.99 · 45 minutes

VIRTUAL APPOINTMENT

Please select this AND the appointment you wish to have virtually. Please note method of communication (zoom/phone-call/email/facetime).

Free · 5 minutes