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Get a clearer view of your taxes before the year ends. We review your business numbers and help you plan your next steps.
What you pay today
You pay a $200 deposit now. It counts toward your full service fee. It is not an extra fee.
The full fee is estimated at $350–$750 or more for the review. We confirm the work, full price, balance due, and timing before we start.
What the work looks like
1. Share your numbers. We ask for the records we need, such as income, costs, past tax returns, and tax payments made so far. We give you a safe way to share them.
2. Review your tax picture. We look at money earned and spent. We review your business type, owner details, and tax payments made during the year.
3. Talk through your choices. We review year-end steps that may fit your business. We explain the key trade-offs in plain words.
4. Get your next steps. You receive written action items so you know what to address before the year ends.
What is not included?
This is a planning review. It does not include filing a tax return or cleaning up your books unless our written agreement says so. The review does not promise a tax refund or a set amount of savings.
How long does it take?
Timing depends on your records, the work needed, and our schedule. We confirm the time frame before work begins.
Get a clearer view of your taxes before the year ends. We review your business numbers and help you plan your next steps.
What you pay today
You pay a $200 deposit now. It counts toward your full service fee. It is not an extra fee.
The full fee is estimated at $350–$750 or more for the review. We confirm the work, full price, balance due, and timing before we start.
What the work looks like
1. Share your numbers. We ask for the records we need, such as income, costs, past tax returns, and tax payments made so far. We give you a safe way to share them.
2. Review your tax picture. We look at money earned and spent. We review your business type, owner details, and tax payments made during the year.
3. Talk through your choices. We review year-end steps that may fit your business. We explain the key trade-offs in plain words.
4. Get your next steps. You receive written action items so you know what to address before the year ends.
What is not included?
This is a planning review. It does not include filing a tax return or cleaning up your books unless our written agreement says so. The review does not promise a tax refund or a set amount of savings.
How long does it take?
Timing depends on your records, the work needed, and our schedule. We confirm the time frame before work begins.