Preparation & Filing

Let’s find your position.

Use a Licensed Tax Professional when preparing your tax forms for greater peace of mind, knowing that your filing is complete and accurate.

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Individual Filings

    • Form 1040

    • Form 1040-SR

    (Dependent Form 1040 | $100/ea)

    • Schedule A

    • Schedule B

    • Schedule D

    • Schedule C

    • Schedule E

    • Schedule F

    • Form 8812

    • Form 8839

    • Form 8962

    • Form 8863

    • Form 4562

    • Form 8829

    • Form 8995

  • State Income Tax Returns are each billed at 20% of the matching Federal Income Tax Return’s fee.

    Additional state forms are billed at $40/ea.

  • Receive a customized, annual plan full of strategies to minimize your tax bill.

  • Receive bookkeeping, profit/loss reporting, and tax guidance for any number of months.

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Business Filings

    • Form 1065

    • Form 1120

    • Form 1120-S

    • W-2

    • 1099-NEC, MISC, INT

    All forms are e-filed with IRS and mailed to the payee

  • State Income Tax Returns are each billed at 20% of the matching Federal Income Tax Return’s fee.

    • ST-3

    • ST-389

    *Fee is for SC filings listed, other states may vary.

    • PT-100

    *Fee is for SC filings listed, other states may vary.

  • Receive a customized, annual plan full of strategies to minimize your tax bill.

  • Receive bookkeeping, profit/loss reporting, and tax guidance for any number of months.

    • Articles of Organization

    • EIN Assignment

    • Operational Agreement

    • BOI Report

Ready to file? Schedule a free Tax Strategy Call below.