Advanced Small Business (Flow-through Entity) Tax Package

Service Descriptions

• Tailored tax preparation and filing service for small flow-through entity business owners facing complex tax situations

• Assistance with personal itemized deductions, multiple K-1s, form 1040 with various schedules (not include form 1165 or form 1120), multiple states' returns, asset disposition, asset depreciation, various 1099s, payroll taxes, deductions and potential credits

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Recommended Package

5-Session Basic Individual Tax Package (up to 5-hr consultation/meeting + behind-the-scenes work)

 

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 (Meeting hours): Personalized sessions addressing financial concerns and questions, future planning, and tax strategy optimization.

• Document Collection: Gathering necessary documents such as W-2 forms, 1099s, K-1s, organized business books and supporting documents such as business receipts, etc. (Bookkeeping service and K-1 preparation are 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.

• 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

$1400 Subject to change based on clients' actual tax situations and documents.