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.
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.
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:
Emergency Fund Review
Investment review
Insurance review
Retirement review
Business Planning Review
Credit review / rehab
Student Loan Review
Roth vs. Traditional IRAs and 401Ks
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.