Tax preparation for business owners who want more than a form filed and returned. The work includes reviewing your documents and walking through the return so you understand the results.

Each engagement includes a pre-meeting to go over your information, preparation of the return, and a post-meeting to review the completed return before filing.

Tax preparation can also be combined with CFO services for ongoing review of your business financials throughout the year

Lori Williams is an Enrolled Agent, the highest credential awarded by the Internal Revenue Service (U.S. Department of the Treasury) for tax practitioners

Each engagement includes a pre-meeting to go over your information, preparation of the return, and a post-meeting to review the completed return before filing. Work begins only after the engagement is signed and your data has been received. Payment is due before filing.

Starting prices:

• Schedule C + Personal: $900
• S-Corporation + Personal: $3,000

Contact me to discuss whether this level of review and communication fits what you need.

                               For specific questions or to schedule an appointment email: ContactUS@BusinessSimplyPut.com