Individual Tax Preparation Services

BASIC tAX pREPARATION Package 1-a:

gET YOUR TAXES DONE RIGHT WITH AUDIT PROTECTION
w-2 Returns. bEST FOR EMPLOYEES.
$297

Includes:

  • Current Year Expert Tax Preparation

  • $1mm Audit Representation

  • Identity Theft

  • $2500 Error Insurance

  • Electronic filing

    • Federal Return

    • All State Returns

  • W-2 Employees

  • Advice and education on how to be more tax efficient.

Gets the most tax candy available!

aDVANCED TAX PREPARATION Package 1-b:
bEST FOR Freelancer, Employee, Self-Employed
w-2 & 1099-NEC Returns
$497

Includes:

  • Current Year Expert Tax Preparation

  • Thoroughly visiting how we can make the money you are already spending tax deductible business expense on your Schedule C.

  • $1mm Audit Representation

  • Identity Theft

  • $2500 Error Insurance

  • Electronic filing

    • Federal Return

    • All State Returns

  • W-2 Employees, Freelancers paid on a 1099-NEC

  • Advice on how to be more tax efficient and get the most tax candy.

Financial Physical Lite - Package 2
$997

All of Package 1 Plus:

Thorough Review of the last three years tax return for potential refund opportunities by amending the tax returns.

  1. Tax Planning for the current year to ensure you are enjoying the tax candy the IRS and Congress have made available to taxpayers of small business owners like you.

  2. We visit the issues around deciding if you should Incorporate. LLC vs. S-Corp vs. Schedule C.  Pros and Cons, We calculate the Self-Employment Tax Savings based on your current situation.

Financial Physical - Package 3
Stepping onto the Road to Financial Freedom
$2497

All of Package 2 Plus:

  1. Emergency Fund Review

  2. Investment review

  3. Insurance review

  4. Retirement review

  5. Business Planning Review

  6. Credit review / rehab

  7. Student Loan Review

  8. Roth vs. Traditional IRAs and 401Ks

  9. Goal setting

Business Tax Preparation Services

Best for Salon Owners, Freelancers

S-Corp, C-Corp, Partnerships, LLCs

  • Revenue $100k or less $750

  • Revenue $100k to $500K $1250

(Assumes you have an accounting system)

Incorporation Services

Create LLC or Corporation on NYS DOS website

  • Name search

  • Prepare online articles of Organization, or articles of Incorporation.

  • Pay filing fee

  • Print to pdf and download document

  • Instructions on how and where and ad content to advertise the LLC.

  • Purchase Corporate Kit

    • Stock certificates

    • Corporate seal

  • Obtain an EIN, employer identification number a.k.a tax ID number on the IRS website.

  •  Apply for Sale Tax Certificate of Authority, if needed.

Connect with Bill to Get Started!