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Monthly Tax Support & Preparation

Our Monthly Tax Support and Preparation program gives you predictable costs and year‑round access to professional guidance. Whether you are an individual, a sole proprietor, or a business owner, we provide the support you need to stay compliant, minimize surprises, and maximize deductions.

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New Client Setup

Before we begin any work, new clients complete a simple onboarding process designed to ensure accuracy and a clean starting point.

New client setup includes:
• $300 new‑taxpayer setup and review fee
• Prior‑year returns billed at:
   – $350 per individual 1040 (base)
   – $1,200 per business return (1120, 1120‑S, 1065) (base)
• Written estimate provided before work begins
• Setup fee and any catch‑up monthly payments are required before prior‑year work begins
• These payments cover initial setup, account review, and preparation work, so they are earned when received and not refundable

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Monthly Billing

Our monthly structure ensures you receive support throughout the year, not just at tax time.

Billing details:
• Billed on the 15th of each month
• Catch‑up billing for months already passed
• Base fees may increase depending on complexity
• Includes year‑round access for questions and guidance

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Our Monthly Tiers

We offer three tiers so you can choose the level of support that fits your situation.

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Tier 1 

Best for: Individuals who want occasional support and tax‑saving guidance.

Includes:
• Individual Form 1040
• Up to two hours of advisory per year
• Estimated tax payment assistance
• Mid‑year review
• Year‑round access for questions

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Tier 2 

Best for: Sole proprietors or individuals with one rental property.

Includes:
• Individual Form 1040
• One Schedule C or one rental property
• Up to two hours of advisory per year
• Deduction and recordkeeping support
• Mid‑year review
• Year‑round access for questions

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Tier 3 

Best for: Businesses filing 1120, 1120‑S, or 1065.

Includes:
• Business tax return (1120, 1120‑S, or 1065)
• Up to two hours of advisory per year
• Strategic tax planning
• Deduction optimization
• Mid‑year review
• Year‑round access for questions​

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Ready to Get Started?

We’ll send your engagement documents through our secure portal. Once the setup fee and any catch‑up months are completed, we begin reviewing your documents and preparing your return.

If you have questions at any point, we’re here to help.