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Designed for clients with complex tax situations requiring enhanced review, planning, and priority support
The Strategic Tax Preparation Package is ideal for individuals, self-employed professionals, and small business owners whose tax filings involve multiple income sources, deductions, or additional reporting requirements. This service provides a deeper level of analysis, organization, and strategic preparation to ensure accuracy and compliance.
Preparation of one federal individual income tax return
Preparation of one or more state income tax returns, as applicable.
Multi-State Filing: Expert handling of multi-state tax obligations to ensure accurate compliance, proper allocation of income, and minimized exposure across all applicable jurisdictions.
Comprehensive review of complex income sources, including self-employment income, 1099s, investment income, and rental activity
Prior-Year Returns: Comprehensive preparation and correction of prior-year tax returns to address missed filings, resolve discrepancies, and bring accounts fully up to date with confidence.
Detailed review of business-related expenses and deductions
Application of applicable credits, deductions, and tax planning considerations based on current tax regulations
Enhanced accuracy and compliance review prior to filing
Secure electronic filing of completed returns
Priority client support and extended consultation time during the filing process
Post-filing support for basic questions related to the prepared return
Advanced returns are typically completed within 2–4 business days after all required documentation is received, depending on complexity.
Advanced service pricing reflects the additional time, review, and preparation required for complex tax situations. Any additional services or fees are clearly discussed and approved prior to proceeding.
Designed for clients with complex tax situations requiring enhanced review, planning, and priority support
The Strategic Tax Preparation Package is ideal for individuals, self-employed professionals, and small business owners whose tax filings involve multiple income sources, deductions, or additional reporting requirements. This service provides a deeper level of analysis, organization, and strategic preparation to ensure accuracy and compliance.
Preparation of one federal individual income tax return
Preparation of one or more state income tax returns, as applicable.
Multi-State Filing: Expert handling of multi-state tax obligations to ensure accurate compliance, proper allocation of income, and minimized exposure across all applicable jurisdictions.
Comprehensive review of complex income sources, including self-employment income, 1099s, investment income, and rental activity
Prior-Year Returns: Comprehensive preparation and correction of prior-year tax returns to address missed filings, resolve discrepancies, and bring accounts fully up to date with confidence.
Detailed review of business-related expenses and deductions
Application of applicable credits, deductions, and tax planning considerations based on current tax regulations
Enhanced accuracy and compliance review prior to filing
Secure electronic filing of completed returns
Priority client support and extended consultation time during the filing process
Post-filing support for basic questions related to the prepared return
Advanced returns are typically completed within 2–4 business days after all required documentation is received, depending on complexity.
Advanced service pricing reflects the additional time, review, and preparation required for complex tax situations. Any additional services or fees are clearly discussed and approved prior to proceeding.