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In person or Skype meetings per year

Unlimited tax phone & text support

Unlimited tax e-mail support

A dynamic custom tax strategy based on your needs, cash flow, and goals

Business and personal tax returns* **

Payroll setup or review of current payroll service

Business entity review or setup (additional fees may apply)

1099 Filings, up to 10**

Review of up to 3 years prior tax returns for missed deductions with amended returns included






* Limited to 2 (two) entity returns (1120, 1120S, 1065) including one state and up to 4 (four) individual returns for immediate family members including CA state

** Additional fees apply to additional tax returns and reporting forms at current published rates, please inquire for a list of current published service rates

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