Basic Business Only Tax Package

Service Descriptions

• Tailored tax preparation and filing service for small businesses with straight forward tax situations such as partnerships / multi-member LLCs (Form 1165) and C Corporations (Form 1120)

• Simple K-1 preparation

• Individual Tax Returns are not included

Unused Consultation Hours

Any remaining meeting hours can be converted to alternative benefits that we offer. 

What We Offer

Holistic approach to tax preparation, including thorough document collection, review, organization, and in-depth discussions tailored to unique financial circumstances.

• In-depth Discussions and Analyses Meeting Sessions (up to 5-hr consultation/meeting): Personalized sessions addressing financial concerns and questions, future planning, and tax strategy optimization.

• Document Collection: Gathering necessary documents like organized business books and supporting documents such as business receipts, etc. (Bookkeeping service is not included in this package)

• Document Review: Meticulous examination of each document for potential deductions and credits.

• Business Book Review: Review business books and reconcile the book with supporting documents.

• Simple K-1 Preparation: Prepare K-1s based on business financials and structures.

• Document Organization: Neat organization of all documents to streamline the filing process.

• Tax Return Filing and Review: Handling the filing process. 

• Tax Return Walk-through Video.

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Package price

$899 Subject to change based on clients' actual tax situations and documents.