Connected Business Clients are VIPs!

Connected Business clients get our undivided attention until April 15th!

Unlike many CPA firms:

• Our Connected Business Clients don't compete with once a year individual clients during the short income tax filing season,

• Plus you get VIP treatment and Discounted Pricing (see below)

•  Your business and individual returns are #1 priority.

Whether you like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing and time consuming. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.  

Peace of Mind...

• Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
• Your tax return can be filed electronically so you will get a refund back quicker.
• Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.
• You will know that potential deductions have not been overlooked and that all the steps have been taken to limit your tax liability for next year.

Connected Business Client VIP 1040 TURNAROUND 

Once we get all your information, we will have a preliminary tax return for your review within 10-14 days. Out of State clients will need to login to our secure Client Portal to view and print your return. After you approve your tax return, we will eFile it on your behalf and make the final version available for download.

Books a Mess: No Problem!
We'll help you set up a Connected accounting system that allows you to keep your books in tip-top shape next year.

Take a look at our Price Plans to learn more about the transition to Connected services                                   

Notice!

We are accepting new 1040 assignments for  "Connected Business" Clients only.

 Return level Qualifications & Annual Individual Client 1040 Pricing:

Pricing assumes:

• Small Business Activity and Rental Property Accounting/Summary worksheet Complete (Accounting by us is an additional $195 minimum per Schedule C or E; $110 per hour increments apply.)
  
  * Complex returns requiring more than 6 Hours of work will require a custom quote before work begins. 

Annual Individual Client Exclusions:  Without exception, our tax prep fees do not include correspondence with tax agencies.  Due to the complexity and uncertainty of correspondence with the IRS and other taxing agencies, all tax correspondence is billed at an hourly rate of $200 with a minimum of $200 due prior to services rendered.

Annual Individual Clients will incur an additional fee and restricted days and times we will be available to do tax interviews. The tax interview fee will be $150 payable the date of the appointment. We feel we can serve you better by calling you while in the working process when we have an in-depth knowledge of your current year tax situation.  There is no charge if you wish to Drop-off your tax information.  

Annual Individual  Client TURNAROUND

Individual Clients who drop-off all their information before March 07, will have a preliminary tax return for review by April 10th.