EXECUTIVE TAX PREP PACKAGE
Investment begins at $6,000 per year
The Executive Tax Prep Package is right for you if you want to have access to a tax professional year-round, you want to be proactive about your taxes, you want industry specific tax guidance, you want tax guidance based on current year numbers and you want to avoid any surprises at tax time.
What is included?
1. Strategy Call
Effective Tax planning requires adjustments based on your financial obligations, so we will have a mid-year
and end of the year planning calls
2. Quarterly Taxes
Submission of your business and personal taxes quarterly.
3. Tax Preparation
Annual filing of business and personal income tax returns.