If you are adding on a business return, there is a 10% discount applied to that service which will be reflected on your final invoice.

Single/HOH ($110 balance after deposit)
Married filing jointly ($120 balance after deposit)
Married filing separately ($235 balance after deposit)

Depending upon the complexity of your return, be prepared to drop off tax documents to me and you will be contacted once the return has been prepared. E-FILING WILL NOT BE COMPLETED WITHOUT YOUR AUTHORIZATION!

PLEASE NOTE: DO NOT BOOK THIS SERVICE IF YOU ARE AN INDIVIDUAL TAX FILER WITH W2 INCOME. 1040s WILL NOT BE PREPARED DURING THIS APPOINTMENT! PLEASE USE INDIVIDUAL FILING LINK AND CHOOSE APPLICABLE ADD-ON BUSINESS OPTION!

This appointment is for filers who do NOT have W2 income and need to file one of the following business tax returns:

LLC
S/C Corp
Partnerships
Non-profits

Tax preparation with optional e-filing included!
(Booking fee will be deducted from total cost)

This service is offered to business clients who need their books reconciled and bought up to date in order to prepare a quarterly or annual tax return, or for other reasons. This service is considered a special project and includes a volume review for a quote to be provided. Please be prepared to submit one quarter worth of bank statements to me in order to prepare for this consultation. Once a contract is signed, this service is performed at a rate of $75 per hour

This consultation is to provide business expertise on how to operate a small business as it relates to accounting, general marketing, specific product promotion and setup of a new business. This consultation is only held over the phone or via video chat.

Please call 443-977-2398 to discuss having us complete your annual report filing

For business that have retail sales during the year and charge taxes on their products. This application is a requirement for business operations.

Need help budgeting your businesses finances weekly, monthly, quarterly or for a longer period of time? This is the option for you! We will discuss the income, expenditures and revenue of your business and do a budget template. Includes two check-ins.

Need help budgeting your money weekly, monthly, quarterly or for a longer period of time? This is the option for you! We will discuss your income and expenses and do a budget template. Includes one check-in.

This appointment is ONLY for clients who have had their initial budget preparation completed. This meeting should be scheduled approximately 3 months AFTER the initial meeting.

Drop off/pick up pertinent financial information for service(s) being provided.