Tax return preparation and one annual planning meeting, including follow-up communication.
Ideal for clients interested in collaboration with a CPA.
*Begins at $825 and increases with size and complexity
Tax return preparation and one annual planning meeting, including follow-up communication.
Ideal for clients interested in collaboration with a CPA.
*Begins at $825 and increases with size and complexity
This service is available to all clients. It does not include any other services outside of the scope of tax preparation and filing, and an annual, one-hour planning meeting. *Clients with more complex tax returns (ie - multiple rental properties; K-1 investments; cryptocurrency activity, etc.) may be charged an additional fee for additional time required to complete tax return preparation.