Tax Planning Made Easy
Helping you plan throughout the year so you won't have to panic each time every year
WHICH TYPE OF PLANNING SERVICES DO YOU NEED?
Small Business Packages
PACKAGE 1
Ask “The Tax Lady” – Basic
$1,350
PACKAGE 2
Ask “The Tax Lady” – Intermediate
$1,650
30min Quarterly Calls
Know your Numbers:
Paycheck analysis – additional fee $75 for spouse
W4 Guidance – additional fee $75 for spouse
Audit Protection
Tax Preparation
1hr Quarterly Calls
Know your Numbers:
Paycheck analysis – additional fee $75 for spouse
W4 Guidance – additional fee $75 for spouse
Audit Protection
Tax Preparation
Small Business Strategy Session
IRS Monitoring
All Small Business Tax Planning services require a NON-REFUNDABLE 30% deposit but will be credited towards Tax Planning Package fee.
Individual Packages
PACKAGE 1
Ask “The Tax Lady” – Basic
$1,050
PACKAGE 2
Ask “The Tax Lady” – Intermediate
$1,250
30min Quarterly Calls
Paycheck analysis – additional fee $75 for spouse
W4 Guidance – additional fee $75 for spouse
Audit Protection
Tax Preparation
1hr Quarterly Calls
Paycheck analysis – additional fee $75 for spouse
W4 Guidance – additional fee $75 for spouse
Audit Protection
Tax Preparation
IRS Monitoring