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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?

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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.

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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 

All Small Individual Tax Planning services require a NON-REFUNDABLE 30% deposit but will be credited towards Tax Planning Package fee.