Tax Preparation and Filing Services

Basic Individual Tax Package

Tax return filing package (or single consultation session) for individuals with basic and straight-forward tax situations.

Advanced Individual Tax Package

Tax return filing package (or single consultation session) for individuals with complicated tax situations (e.g. Form 1040 and various schedules; Self-employed; Itemized deductions; W-2 Incomes and various other income sources such as 1099 forms; Multi-state residents etc.)

Basic Small Business (Flow-through Entity) Tax Package

Tax return filing package (or single consultation session) for individuals with flow-through entities' ownerships and with basic and straight-forward tax situations (e.g. Form 1040 and various schedules - C,E,D; Individual Standard deductions; No K-1 required; No entity-level return required, etc).

Advanced Small Business (Flow-through Entity) Tax Package

Tax return filing package (or single consultation session) for individuals with flow-through entities' ownerships and with complex tax situations (e.g. Form 1040 and various schedules - C,E,D; Individual Itemized Deductions; K-1 required; Multi-state resident; State Sales and Use Taxes; No entity-level return required, etc).

Basic Business Only Tax Package

Tax return filing package (or single consultation session) for entities (individual returns not included) with basic and straight-forward tax situations (e.g. Form 1065 for Partnerships - including multi-member LLC not electing to file as S Corp; Form 1120 for C Corps, etc). Simple K-1 preparation is included.