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Our Services
01.Individual Tax Preparation — Level 1
Straightforward individual tax preparation for clients with a simpler tax situation. Includes federal preparation, applicable state filing, and review of common credits and filing considerations.
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Individual Tax Preparation — Level 2
Individual tax preparation for clients with additional income sources, retirement income, dependents, education items, credits, or other added filing considerations.
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Individual Tax Preparation — Level 3
Preparation for tax situations requiring broader review, including investments, itemized deductions, K-1 income, multiple income sources, or similar complexity.
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Individual Tax Preparation — Level 4
Advanced individual tax preparation involving self-employment, Schedule C activity, rental income, depreciation, basis issues, or other technically involved schedules.
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Individual Tax Preparation — Level 5
Preparation for extensive individual tax situations involving multiple significant tax components requiring deeper review, coordination, and analysis.
06.S-Corporation Tax Preparation — Level 1
Professional preparation of a straightforward S-Corporation return with clean, filing-ready books. Includes Form 1120-S, one state business return, and shareholder K-1 preparation within normal scope.
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S-Corporation Tax Preparation — Level 2
Preparation for S-Corporations with additional shareholders, shareholder loans or distributions, fixed assets, health-insurance reporting, or more involved balance-sheet items.
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S-Corporation Tax Preparation — Level 3
Advanced S-Corporation preparation involving ownership changes, basis reconstruction, multiple activities, unusual transactions, or other significant complexity. Starting at $1,795.
09.Partnership Tax Preparation — Level 1
Professional preparation of a straightforward partnership return with clean, filing-ready books. Includes Form 1065, one state business return, and partner K-1 preparation within normal scope.
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Partnership Tax Preparation — Level 2
Preparation for partnerships with additional partners, guaranteed payments, partner loans or distributions, fixed assets, or more involved capital-account activity.
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Partnership Tax Preparation — Level 3
Advanced partnership preparation involving ownership changes, complex allocations, basis or capital reconstruction, multiple activities, or unusual transactions. Starting at $1,795.
12.Additional Business State Return
Preparation of one additional standard state business return beyond the first state included with the entity return. Complex multistate, composite, withholding, or apportionment filings may require additional pricing.
13.Straightforward Individual Amendment
Preparation of Form 1040-X for a clear, limited correction to an individual tax return. Includes one related amended state return when required. Starting at $200.
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Prior-Preparer Review + Amendment
Review of a return prepared elsewhere to identify the correction needed, followed by preparation of the amended individual return. Starting at $325.
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Complex Individual Amendment
Amendment preparation involving multiple issues, complex schedules, reconstruction, or additional review and coordination. Starting at $400.
16.Additional Amended State Return
Preparation of an additional amended state return beyond the one related state amendment included in the normal amendment scope.
17.W-4 Form Assistance
Basic assistance completing the federal Form W-4 and one applicable state withholding form. Does not include prior-return review or a tax projection.
18.W-4 Withholding Review
Review of the prior return and current withholding to explain likely under- or over-withholding and recommend a simple withholding adjustment.
19.Targeted Tax Projection
One specific tax-impact question requiring a projection, such as a bonus, retirement distribution, side income, stock sale, or withholding concern.
20.Individual Tax Planning
Current-year tax planning including income and withholding review, tax projection, relevant deductions and credits, planning meeting, and written TTS Tax Action Plan.
21.Business Owner Tax Planning
Business and personal tax planning reviewed together, including projected income, estimated taxes, compensation considerations, relevant strategies, and a written TTS Tax Action Plan. Starting at $495.
22.Accountable Plan Setup
Implementation support including a written accountable plan, reimbursement process and templates, and guidance for putting the plan into use.
23.Reasonable Compensation Analysis
Compensation analysis using duties, time, and relevant industry or wage information, with a written compensation recommendation. Starting at $250.
24.S-Corporation Election — Form 2553
Preparation and submission support for an S-Corporation election. Late-election or more complex election matters may require additional pricing. Starting at $295.
25.Family Employment Implementation Guidance
Tax-treatment analysis and implementation guidance for employing family members in the business. Payroll processing is not included. Starting at $195.
26.Augusta Rule Documentation Package
Tax-use analysis, documentation guidance, reasonable rental-rate support, and implementation materials for qualifying business use of a residence. Starting at $195.
27.Additional Tax Projection / Scenario
An additional what-if projection beyond the scenarios included in the original planning engagement. Starting at $75.
28.Basis Reconstruction
Reconstruction of shareholder or partner basis when needed to properly evaluate a tax matter or implement a strategy. Starting at $250.
29.Business Structure Strategy Session
Strategy session covering entity options, ownership structure, tax implications, payroll considerations, next steps, and Q&A.
30.Single-Member LLC Launch
Formation support including entity setup, EIN assistance, tax-classification review, state-registration assessment, startup checklist and first-year compliance guidance. Government and state filing fees are separate.
31.Multi-Member LLC / Partnership Launch
Formation support for multi-owner businesses including entity setup, ownership review, partnership tax considerations, partner responsibilities, and first-year compliance guidance. Government and state filing fees are separate.
32.S-Corporation Strategic Launch
S-Corporation setup including formation when needed, EIN, S-election support, compensation considerations, payroll coordination guidance, and first-year compliance planning. Government and state filing fees are separate.
33.501(c)(3) Formation — EZ
Formation and exemption support for organizations eligible for Form 1023-EZ, including EIN assistance, eligibility review, submission, and initial compliance guidance. IRS and state filing fees are separate.
34.501(c)(3) Formation — Full
Comprehensive nonprofit formation and exemption support for organizations requiring the full Form 1023 or more complex filings. Starting at $2,750. IRS and state filing fees are separate.
35.Nonprofit Compliance Review
Review of IRS tax-exempt status, filing history, filing requirements, governance structure, and potential compliance gaps with recommendations.
36.Governance & Policy Support
Review and guidance related to nonprofit governance structure, bylaws, conflict-of-interest policies, required policies, and compliance practices. Starting at $795.
37.Form 990-N Preparation
Eligibility confirmation, preparation and submission of Form 990-N, filing confirmation, and basic compliance review.
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Form 990-EZ Preparation
Preparation of Form 990-EZ and required schedules, review of filing-ready financial information, submission support, and filing confirmation. Starting at $695.
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Form 990 Preparation
Preparation of the full Form 990 and required schedules, review of filing-ready financial information, submission support, and filing confirmation. Starting at $1,500.
40.Reinstatement Assessment
Review of revocation status, filing history, applicable IRS procedures, missing filings, and the recommended reinstatement path.
41.Standard Reinstatement
Reinstatement support for straightforward revocation situations, including eligibility review, application preparation, submission support, and post-reinstatement guidance. Starting at $1,750.
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Enhanced Reinstatement
Reinstatement support for more involved histories requiring additional documentation, reasonable-cause development, or multi-year filing coordination. Starting at $2,750.
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Complex Reinstatement
Reinstatement support for older revocations, multiple compliance issues, extensive reasonable-cause work, or more involved multi-year coordination. Starting at $3,500.