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Standalone Services

Consultations and build-your-own services to get what you are in need of the most 

WHICH TYPE OF SERVICES DO YOU NEED?

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Small Business Consultations

 

General Consultation - 15 min 

FREE

IRS Debt Resolution Consultation - 45min

$50

General Consultation - 30 min  

$50

Starting a Business Consultation - 1 hr

$75

A brief consultation to discuss your tax situation where you may only have a few questions.

A more in-depth consultation that cannot be covered within a 15min time frame.

For taxpayers who owe tax debt but do not know their options and would like to know the process.  The fee is NON-REFUNDABLE but will be credited if you move to next level of Tax Resolution Analysis.

For individuals who have already started a business but are not sure if all the preliminary steps were covered to make sure the business is on the right path.

Image by Annie Spratt

Individual Consultations

 

General Consultation - 15 min 

FREE

IRS Debt Resolution Consultation - 45min

$50

General Consultation - 30 min  

$50

Starting a Business Consultation - 1 hr

$75

A brief consultation to discuss your tax situation where you may only have a few questions.

A more in-depth consultation that cannot be covered within a 15min time frame.

For taxpayers who owe tax debt but do not know their options and would like to know the process.  The fee is NON-REFUNDABLE but will be credited if you move to next level of Tax Resolution Analysis

For individuals thinking about starting a business and would like to know all the preliminary steps needed to start the business on the right path.

Image by Annie Spratt

Standalone Services

 

Tax Return Extension Filing – Individuals ONLY

$75

For taxpayers who cannot make the Apr 15th deadline to file their 1040 Personal Tax Return and need to file an extension until Oct 15th.  This excludes business returns (S-Corp 1120S, C-Corp 1120 and Partnership 1065).  The fee is NON-REFUNDABLE but will credited towards the tax prep fee.

Follow-Up Phone Calls

$150 per hour 

To discuss any financial issues that could impact your tax liability.  These calls will provide strategic ways combat any issues for the upcoming tax year.  If you feel like you will need more than one call, please refer to one of the “Ask the Tax Lady” Tax Planning packages for individual or small business owners.

Tax Return Extension Filing – Small Business ONLY

$150

For taxpayers who cannot make the Mar 15th deadline to file their 1040 Personal Tax Return and need to file an extension until Sept 15th.  This includes the 1040 Personal and Business returns (S-Corp 1120S, C-Corp 1120 and Partnership 1065).  The fee is NON-REFUNDABLE but will credited towards the tax prep fee.

IRS Monitoring

$150

Requires you to sign a Power of Attorney (POA) for IRS.  The POA allows me to represent you before the IRS and alert you whenever an IRS notice is going to be issued to you. If it is CP2000(missing income) we can get ahead of it by filing an amended return.  This will avoid you having to pay penalties and fees for under-reporting your income.

Paycheck Analysis (single person)

$150

To provide an analysis based on your federal withholdings to forecast your potential tax liability for the current tax year.  Upon completion of the analysis you will know if you will owe or get a refund and will be able to make the necessary changes if applicable. This should happen in July after you have received your last paystub in June to allow ample time to correct any issues.  An analysis can be done at any time preferably after May.  

W4 Guidance (single)

$150 

Effective 2020 there is a new W4 that needs to be completed upon getting new employment or if you wanted to change W4 at any time during the year.  High level guidance will be provided to you in effort to correctly help you fill out the W4.  Highly recommended to always do a Paycheck Analysis to ensure the W4 was correctly filled ou

Small Business Strategy Session

$250 

Covers how to maximize your tax deductions by taking advantage of several tax strategies that the wealthy use to pay the least amount of tax.  Some areas are hiring your children, spouse and much more.  Session is approximately 2hrs.

Tax Resolution Analysis only

$500 

Taxpayers who have tax debt and want to actively see what their resolutions options by completing a financial analysis and signing a Power of Attorney (POA).  The Power of Attorney allows me to represent you directly with the IRS and the initial call with the IRS will provide total debt owed and any compliance issues, etc.

Paycheck Analysis (married)

$250

To provide an analysis based on your federal withholdings to forecast your potential tax liability for the current tax year.  Upon completion of the analysis you will know if you will owe or get a refund and will be able to make the necessary changes if applicable. This should happen in July after you have received your last paystub in June to allow ample time to correct any issues.  An analysis can be done at any time preferably after May.  

W4 Guidance (married)

$250

Effective 2020 there is a new W4 that needs to be completed upon getting new employment or if you wanted to change W4 at any time during the year.  High level guidance will be provided to you in effort to correctly help you fill out the W4.  Highly recommended to always do a Paycheck Analysis to ensure the W4 was correctly filled out. 

Know Your Numbers

$150 

A high level insight into your business to see if you are truly profitable using the Profit First System.  As a business owner it is very key that you know and understand the numbers of your business to know how to move it forward.

Audit Protection

$150 

To provide a sense of peace knowing that in the event of an audit I will be able to represent you at a discounted rate for a full-blown audit requested by IRS or State authority.  IRS respondence letters will be done free of charge.  Example of IRS respondence letter is a CP2000 where the IRS states you missed income.  It also includes a one-time complimentary Paycheck Analysis or W4 Guidance.

Prepare 1099 and W2 for your independent contractors and/or employees Fee includes preparation of 1-5 1099/W2. Each additional will be $25 each

Prepare 1099/W2 Preparation

$125