Services.

Five services for individuals and businesses. Prices are listed where we can, and every job is quoted before work begins.

01

Individual Tax Preparation

Your federal return prepared accurately, with every credit and deduction you qualify for, explained in plain English.

Good for

  • W-2 employees
  • Families and dependents
  • Retirees and Social Security income
  • Investment income and rental property

Includes

  • Federal return (Form 1040) and required schedules
  • Credits and deductions review
  • E-file with direct deposit
  • A walkthrough before you sign
Pricing
Individual returnForm 1040From $250
02

Business Tax Preparation

Business returns prepared correctly and on time, with income and expenses categorized the way the IRS expects to see them.

Good for

  • Freelancers and sole proprietors
  • Single and multi-member LLCs
  • S corporations
  • Estates and trusts

Includes

  • Business return and owner schedules (K-1s)
  • Expense categorization and cleanup
  • Depreciation and vehicle use
  • Estimated payment guidance for next year
Pricing
Sole proprietor or single-member LLCSchedule CFrom $400
S corporationForm 1120-SFrom $1,200
Partnership or multi-member LLCForm 1065From $300 per partner
Estate or trustForm 1041Quoted upfront
Bookkeeping cleanupQuoted upfront

We don’t prepare C corporation returns (Form 1120).

03

Tax Planning

The best tax savings happen before the year ends. We look at where you are and what’s coming, and help you make the right moves in time.

Good for

  • Self-employed people with rising income
  • Business owners considering an S corporation
  • Anyone surprised by a large balance due
  • Major life changes: new job, home, child, sale

Includes

  • Year-end projection
  • Estimated payment schedule
  • Entity and payroll review
  • Retirement contribution options
Pricing
Tax planProjection, strategy and a written action planFrom $750
One-on-one consultationBilled by the hour, one-hour minimum$250 per hour
04

Back Taxes & Prior-Year Returns

Behind on filing? It’s more common than you think, and it’s fixable. We prepare and file your missing returns so you can get current.

Good for

  • One or more unfiled years
  • Returns that need to be amended
  • Anyone who received an IRS letter
  • Clients missing old W-2s or 1099s

Includes

  • IRS wage and income transcript review
  • Preparation of each missing year
  • Amended returns where needed
  • A plain explanation of what you owe and why

Quoted upfront per year. If your situation needs formal IRS representation, we’ll tell you and refer you to the right professional.

05

Business Formation & Tax Support

Start your business on the right footing. We help you choose a structure, get registered, and set up the tax side properly from the first day.

Good for

  • New businesses and side businesses
  • Sole proprietors ready to form an LLC
  • LLCs considering S corporation status
  • Partners starting a business together

Includes

  • Florida LLC filing
  • EIN application
  • S corporation election (Form 2553)
  • First-year tax setup and recordkeeping guidance

Quoted upfront. We handle filings and tax setup; for legal advice and operating agreements, we recommend working with an attorney.

By application
Limited to 10 clients a year

PRIVATECLIENT.

Your taxes and books, handled all year, for you and your businesses. You never think about taxes again.

$25,000 / year

Paid annually, or $2,200 a month.

Included

  • Every return: personal, household, and up to three businesses
  • Monthly bookkeeping
  • Quarterly strategy meetings, including year-end planning
  • Estimated tax payments calculated and scheduled
  • S corporation payroll and reasonable salary setup
  • A direct line, with replies within one business day
  • First in line all season
  • Document pickup in Jacksonville
  • IRS letters explained, with a response prepared for you
  • Annual review of your business structure

Payroll and bookkeeping software subscriptions are billed separately.