Tax Prep Suite
YEAR ROUND TAX SUPPORT
Taxes don't have to be confusing and scary! Let our tax professionals handle your quarterly and annual returns. We'll provide additional guidance with semi-annual tax planning sessions to make sure you're always on track. No more tax surprises.
Investment begins at $6,000 per year
The Tax Prep Suite is for you if...
You want professional support to translate IRS communications and demands.
You want to avoid surprise tax bills, penalties and fees.
You struggle with estimating and paying quarterly taxes consistently and on time.
You want tax planning and strategy guidance based on your specific industry and business type.
You want access to a tax professional to answer your tax questions year-round, not just at tax time.
A Message From Keila
ABOUT TAX PREP SUITE
Curious about our Tax Prep Suite service? Let's dive in! This quick video offers a glimpse into what this package entails, how we can support you, and how it enhances your tax planning capabilities.
THE PACKAGE
What's included in the Tax Prep Suite?
This service goes beyond transactional tax prep and provides year-round support to ensure you're always on track.
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​We'll handle your annual returns, quarterly estimates, and provide additional support for your growing business.
Investment starts at $6,000/year
(Flexible payment options available)
Dedicated Account Manager
You'll have a dedicated tax expert to support you and ensure your needs are being met.
Planning Calls
We customize a tax plan specific to your business with semi-annual planning calls to check in and discuss changes within your business that may impact your tax liability.
Quarterly Taxes
We'll estimate and pay your quarterly taxes - one less thing for you to worry about every quarter!
Annual Taxes
We prepare your annual tax return and provide a personalized walkthrough to ensure everything is clear before we submit on your behalf.
Extra Help
We're available throughout the year to answer any tax questions you have. Receive a letter from the IRS? Send it to us and we'll help guide you on an action plan.
AVAILABLE ADD-ON
Bookkeeping
We've got the numbers covered! All transactions will be categorized accurately on a weekly basis.
Our Promise
PERSONALIZED SERVICE
Tailored financial solutions and attentive support to meet your unique needs.
TRUSTED EXPERTISE
Experienced accountants dedicated to delivering accurate, reliable, and up-to-date financial advice.
PROACTIVE GUIDANCE
Proactive strategies to optimize your financial health and minimize tax liabilities.
CLEAR COMMUNICATION
Transparent and clear communication at every step to ensure you understand your financials.
CLIENT-CENTERED APPROACH
Putting your goals and priorities first, with a commitment to building lasting relationships based on trust and integrity.
TIMELY RESPONSES
Prompt and efficient responses to your inquiries and concerns, ensuring your peace of mind. We'll always get back to you within 24 business hours.
CONTINUED SUPPORT
Ongoing support and guidance throughout the year, not just during tax season, to help you navigate changes and seize opportunities.
Kenya does the initial review of TPS client accounting systems, provides ongoing support, as well as answers all questions and helps Keila prepare for tax planning calls. In addition, she develops all quarterly estimates and is the lead reviewer for annual tax returns.
YOUR TAX PREP SUITE ACCOUNT MANAGER
Meet Kenya
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Lion King
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Bali
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