Tailormade Tax Preparation That Best Fits Your Need
Whether you just need a no-frills, basic tax preparation, or a detailed one that leverages a comprehensive tax plan, we’ll do exactly what you need to save you the most.
Audit Defense Plans
Tailored Plans
Audit Defense Plans are customized for each tax return filing, with pricing provided upon completion of your tax return.
Fee Determination
Fees are based on factors like tax complexity, income level, and tax planning strategies, ensuring a quote that reflects your unique financial profile.
Transparent Pricing
A personalized quote for the audit defense plan will be sent once your tax return is finalized, providing clear cost expectations.
Note: Not applicable to Lite Tax Preparation Package.
BOI Filing Compliance
Effective January 1, 2024, all US and foreign companies that were formed in, or have registered with any of the 50 US States, must comply with new Beneficial Ownership Information (BOI) reporting requirements with the Financial Crimes Enforcement Network (FinCEN), as prescribed by the Corporate Transparency Act (CTA).
The Tax Preparation Lite package is designed for simpler 'maintenance' tax years and involves one level of review, fewer quality control checks, and quicker delivery. This streamlined process reduces the preparation time and cost while still ensuring accuracy for uncomplicated returns. For more complex tax years, our Premium Tax Preparation package offers more in-depth planning, multiple review layers, and a broader scope for tax strategies.
For individuals, this means income primarily from W-2s, 1099s, up to 2 K-1s, and a maximum of 2 rental properties. and tax planning that is straightforward, not involving complex strategies.
For businesses, it’s a year without major strategies, limited to $250,000 in assets and $250,000 in revenue. This service is ideal for years when no extensive tax planning is required.
Sometimes the year after a good tax planning year may not need extensive or aggressive tax planning because the existing tax strategy is playing out over the year. Or you may have a tax filing need that is very basic and straightforward, not requiring detailed tax planning and strategizing. In cases like these, availing the Lite Tax Preparation package saves you unnecessary expense, and us, planning and preparation time.
Doing extensive planning and preparation on your tax return does not make it a ‘Lite’ service! To ensure that a light tax planning year is not being overserved, or that a detailed tax preparation year is not being underserved, we have a set of parameters to categorize your tax preparation so that it gets exactly the amount of work it really needs.
Don’t worry. If you happen to opt for the Lite Tax Preparation package, but as we go through your file, we realize that it needs much more detailed or extensive work, we will contact you to discuss the options and next steps. That way you will be aware of all possible solutions and their outcomes, so you are making an informed decision on your tax preparation, knowing all benefits and risks. If a more comprehensive service is needed, we’ll guide you on upgrading to the best service level for your needs.
No. We are committed to high-quality service and our staff are both highly-trained as well as experienced. The caveat is that the Lite Tax Preparation package involves fewer levels of review, which makes it suitable only for straightforward, low-complexity returns. For years with potential complexities, aggressive strategies, or high-value transactions, we recommend opting for our Premium Tax Preparation package to minimize the risk of missed details and maximize the effectiveness of your tax preparation.
Tax mitigation, not evasion.
