$75/hour (One hour minimum per month) — Monthly checking and credit card account(s) statement input and reconciliation; expense tracking; budgeting; A/R; A/P; payroll processing; sales tax filing; payroll tax filing.
These are an example of some of the items I offer. All services are customized to fit the need of each business or individual.
Variable fees — I offer competitive rates for tax return preparation. Rates will vary depending on the complexity of returns. A basic 1040 form will begin at $110.
Personal: $75/hour — A consultation will include a thorough review of your previous tax returns in comparison to current financials. I offer strategies from lessening your tax liability to improving your monthly cash flow. My goal is to help you correctly plan your tax withholding to ensure your household runs as smoothly as possible, and to avoid unpleasant surprises at tax time.
Business: $75/hour — Similar to a personal tax consultation, I will review your previous tax returns, and current revenue and expenses to help your business prepare for potential tax liabilities.
Fees will vary based on services needed — Services range from registering your new business, to filing all of the required forms, and also to make sure that you stay on top of the various fees required by each governmental agency in the process of beginning your new business. I can also assist in helping you decide which type of entity best fits your business structure.
$75/hour — As an enrolled agent, I can assist with letters received by the IRS or state tax agency in order to resolve your tax matter. I am also able to help you prepare for audits, or hopefully clear you from a possible audit-assessed penalty.
Fees will vary based on group size — As a tax preparer, I have witnessed many of my young clients arriving to their tax appointment with no prior knowledge of taxes or how they work. It is my goal to teach newly employed clients, or soon to be employed, what to expect when it comes to taxes and how they can attempt to control their tax destiny. This will include educating them on how to correctly fill out a W4; what is federal and state income tax withholding; self-employment tax and accounting for expenses; what a tax form looks like, and how their W2 translates onto their tax 1040 form. Having this basic knowledge will create a better-informed taxpayer for the future.